E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
All-In with Chamath, Jason, Sacks & Friedberg
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Adobe's Strategic Acquisition of Figma
This chapter analyzes Adobe's $20 billion acquisition of Figma and the market's negative response, resulting in a sharp decline in Adobe's stock. It explores Figma's rapid growth, highlighting its revenue milestones and the challenges Adobe faces in integrating Figma into its existing business model. The discussion raises concerns about the impact of such large acquisitions on competition and innovation within the SaaS market.
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