Ev Williams
speaker
383 appearances
2 recordings
2 series
first heard Jun 2026
last heard 18 Jun
Ev Williams’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
And right now for Wix, it's like massive replicability problem.
They were an incumbent that is perceived to have a lot of share to lose to AI players that are coming up in the market.
Some of their product does have business model exposure.
And like the product is, you know, at least relative to the product experiences of lovable and others is sort of laying on the good side.
You know, they, they did the base acquisition.
They have a usage based component.
There's an AI tailwind for what they're doing, but the net of the scale is,
People are saying there's way more credence to the bad than there is the good.
Figma also has Figma Make.
They're also in this market.
They have this usage-based component now, and people aren't giving them credit for that because they think the bad outweighs the good right now.
That's also why I laugh whenever you're like, where are the PE firms?
Why aren't they buying all these things?
I'm like, they bought them all in 2021 and 2022.
And now they're dealing with companies that are probably worth 30% of what they bought them for.
I mean, if you went through 820, I actually had, knowing that we would talk probably about the SaaS apocalypse, I looked at Adobe and I was like, this thing trades for eight times LTM free cashflow.
Yeah.
Totally.
It's stunning.
It's absolutely stunning.
Showing 261–280 of 383 · page 14 of 20
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