Search · resolved
Which podcasts are discussing ADBE?
49 ATTRIBUTED IDEAS · 39 EPISODES · 18 SHOWS
The shows
The Compound and Friends
The Twenty Minute VC
Yet Another Value Podcast
Motley Fool Money
We Study Billionaires - The Investors Podcast Network
CNBC Fast Money
The Acquirers Podcast
a16z Podcast
Bloomberg Surveillance
Monetary Matters with Jack Farley
Real Vision Daily Briefing
Thoughtful Money
All-In with Chamath, Jason, Sacks & Friedberg
Animal Spirits
Capital Allocators
Excess Returns
The Business Brew
The Pomp Podcast
Where the discussion went deepest
21 JUN21 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Adobe's enterprise workflow moat limits AI disruption
“Adobe's deeply embedded corporate workflows and high switching costs insulate its subscription revenues from AI disruption, making its sharp selloff a compelling value opportunity.”
TIP825: Meta, Adobe, Booking Holdings w/ Stig Brodersen, Tobias Carlisle & Hari Ramachandra
Core thesis · 5/5Verify in source →
16 JUN16 JUNTHE COMPOUND AND FRIENDS
AI threat creates severe software dispersion
“Legacy application software faces existential AI disruption risks, driving deep valuation discounts, while cybersecurity names remain insulated.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Core thesis · 5/5Verify in source →
8 MAY8 MAYTHOUGHTFUL MONEY · 06:30
23 APR23 APRYET ANOTHER VALUE PODCAST · 10:30
SaaS sell-off overblown on AI disruption fears
“The guest argued the 'SaaSpocalypse' narrative is exaggerated, creating a generational opportunity to buy high-quality software companies at distressed valuations.”
Investing in the SaaSpocalypse with Heller House's Marcelo Lima · with Heller House's Marcelo Lima
Core thesis · 5/5Verify in source →
19 MAR19 MARTHE TWENTY MINUTE VC · 8:30
Adobe CEO exit signals internal trouble
“The guest argued that Adobe's CEO stepping down without a named successor, announced alongside solid earnings, is a confidence-sapping sign of internal issues or board pressure.”
20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract
Core thesis · 5/5Verify in source →
7 FEB7 FEBALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 25:00
AI Claude crash hits legal tech and SaaS
“The discussion framed the sharp sell-off in software and legal tech stocks as a 'Claude crash,' triggered by Anthropic's new legal automation tool raising fears of AI disruption to incumbent business models.”
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick · with Trump Accounts
Core thesis · 5/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.