Adobe

Episodes: 9
Share: 0.9%
Shows: 8
Net sentiment: −1.00

Up from 0.1% of episodes in the weeks before; net sentiment was 0.00.

Bullish 0Mixed 0Neutral 2Bearish 7

Came up most in

3 weeks

Share of each week's episodes naming it, and net sentiment.

0%2%4%

Sep 21Sep 28Oct 5

Net sentiment

−10+1

Sep 21Sep 28Oct 5

The episodes that named it

Why each one was bullish, bearish or in between on Adobe. Longest episodes first.

Bearish 7

Open-source decompiled clones of its products threaten its creative software business.Some Math Problems, Arsenal-2, Porsche Mission S | Walter Russell Mead, Kat Cole, Tarek Alaruri, Tyler Niday, Scott Morton, Josiah Meyer, Aarush Selvan · TBPN · Oct 7
Open-source rebuilds of its core products threaten its software moat and IP value.Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots · All-In with Chamath, Jason, Sacks & Friedberg · Oct 10
Also suspended from the permanent labor certification program per the Labor Secretary.VP Vance says Microsoft can no longer bring in foreign workers on H-1B visas | NYC Mayor Mandani asked about being booed at Oct. 7th attack anniversary vigil · Washington Today · Oct 8
Named among firms made ineligible to sponsor H-1B workers for green cards.8: Trump's Huge Problem: Voters Don't Buy His Economic Spin (w/JVL) · Receipts with Catherine Rampell · Oct 9
Open-source clones built via AI decompilation threaten its software moat and subscription model.OpenAI Math Breakthroughs, SpaceX’s $40B Nvidia Deal, Quant Firms Hiring Idea Guys | Diet TBPN · TBPN · Oct 7
Its core products were decompiled and rebuilt as open-source alternatives, threatening subscription revenue.Microsoft's New AI Is Secretly Qwen · Stacked Podcast · Oct 11

Show 1 more

Open-source AI alternatives threaten demand for its subscription applications.Has the SaaSPocalypse Finally Arrived? AI Takes On Adobe · Hashtag Trending · Oct 9

Neutral 2

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.

Briefs like this, for everything you follow.

Ethmos puts research agents on your coverage universe — every debate that touches your names, every executive appearance you'd have missed — and files briefs every morning.

Start free

14-day free trial