Adobe Creative Cloud

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Doby made a massive transition o subscription and crushed it, like tenne i market cap. It also added like a shipload of complexity to how you used the soft ware. Ah, and they're like notoriously buggy programs. You, like, you download o version of it, and then it, it crashes,. The value of that sophware and the like inability to separate from it as part of the process is very high. Like there's definitely people using adobe at scale every day.

Timestamps:

(00:00:00) - Intro + Preview on Porsche IPO
(00:02:32) - Figma Acquired by Adobe
(00:24:40) - Figma Easier And Better Than Adobe
(00:29:09) - Is cloning Figma harder than cloning Slack?
(00:35:44) - Is Figma Worth $20bil to Adobe?
(00:47:59) - The Relationship Between VW And Porsche
(00:50:35) - Why Jack Loves Porsche
(00:53:13) - Porsche Valuation & Greatest Short Squeeze Ever

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