Reading up on Adobe
8 deep · digging since jan 27
- An Interview with Figma CEO Dylan Field About Design and AI – Stratechery by Ben Thompson
Figma CEO Dylan Field argues that AI is a tailwind for the company, countering market narratives, and discusses Figma's collaborative design platform and future with AI.
- Companies Aren’t Ripping Out Business Software for AI. Here’s What They’re Doing Instead. - WSJ
Large corporations are not replacing core business software with AI, but are using AI to build small custom apps and negotiate better vendor deals.
- Subscriptions Will Survive in Exactly Two Places
The subscription model survives only for genuine utilities and continuously-fresh-context services; the middle—static SaaS and exhausted catalogs—collapses as income shocks, context saturation, and AI repricing erode its math.
- Slop Terrifies Me
The HN discussion on AI slop reveals deep divisions over whether cheap, good-enough software from LLMs will destroy craft or just accelerate existing quality declines.
- AI Won’t Kill the Software Business, Just Its Growth Story - WSJ
Despite AI-driven selloffs in software stocks, replacing complex enterprise platforms like Salesforce or Workday with AI is impractical due to their deep subject-matter expertise.
- Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks - WSJ
Investors wiped $300 billion off software and data stocks after Anthropic's new legal AI tools sparked fears that AI will disrupt software companies' competitive moats.
- Loyalty Is Dead In Tech - by Nikunj Kothari - Balancing Act
Tech founders increasingly abandon their startups via licensing deals with Big Tech, leaving employees behind and breaking an unwritten oath of loyalty.
- SaaS, widely misunderstood ($CSU.TO, $TOI.V, $ADBE, $UBER, $CRM)
SaaS remains economically superior to internal AI-built alternatives, making AI an accelerant rather than a disruptor for established software companies.