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E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
All-In with Chamath, Jason, Sacks & Friedberg
The Cost of Capital in Adobe
Adobe has an implied cost of capital that is roughly around 9%. That means they're going to have to achieve a return on top of that cost of capital. David Weinberger: They will be hard pressed not to bundle and do these creative packaging strategies, because otherwise i think that there's a risk that this free cash flow machine starts to shrink.
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