Jason Moser
speaker
1,743 appearances
11 recordings
1 series
first heard Sep 2014
last heard yesterday
Jason Moser’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 2.
Appearances
I do think we should wait to see real concrete evidence, which I think is what Jason is saying.
I will say, if I'm going to pick a bone with this quarter, and maybe guys just don't know the business this well, but I kind of feel like, is the Middle East the new weather?
Because they did blame what's going on in the Middle East for part of the DAFA.
I think maybe they took a punt with that just a bit, and we probably ought to, like, I don't know,
find them in Kangaroo Court for that.
But overall, if this is the onslaught, I think a lot of these companies can survive that.
So full disclosure, I bought this one earlier this year.
And so I guess I have to say value.
Okay.
And again, I get the thesis and I get the idea that AI is doing a lot of the things.
I love making funny pictures that I didn't know how to do in Adobe.
two years ago, and now I can just have Gemini do it for me.
I don't think the professional crowd is going to be satisfied with what I find funny.
The old bull case for Adobe was, people like me would eventually buy their watered-down products, and that's how they'd grow their market.
I think that bull case is dead.
I think that people like me will just use AI as long as it's free.
But I think that Adobe is such a trusted name with its core audience, these professionals.
Adobe is using AI to improve its products.
I don't see...
the professional crowd just saying, you know what, free AI is good enough, or even AI I'm paying for that isn't customized to what I want for a long time.
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