Rory O'Driscoll

If the OpenAI platform ends up being somewhat open for ads, and it does $25 billion or $100 billion,

Who could we bet on today that ideally is public, because we're all traders, where we make money on it because they're beaten down by the start of the show, by the sass, the sassacre of 2026.

That's why they bought it.

Why would Adobe buy SEMRush over Peak?

I can tell you why.

Yeah.

Why?

Well, I've worked, it's a long time ago, but I worked there because, listen, when you have a conservative company like Adobe getting 15 or 20 million, whatever SEMRush they had, they said of geo-revenue.

at a Forex revenue overall is the kind of a creative deal that makes people comfortable.

They could buy a peak for $50 million or $40 million or $80 million, but I don't know if that returns your fund, Harry.

They're not going to spend that kind of... Adobe's done very few deals where they're spending billions of dollars on something with a token amount of revenue for technology in the future.

It's just not the DNA, right?

Other folks might do it.

Yeah, it's great.

They just walk it around to their CMOs, Adobe does, and say, we bought SEMrush.

It's now been rebranded Adobe Marketing Geo SEM Cloud.

We know this is one of your top issues.

They drop by.

We have a solution.

It's $20,000 a month, and it just works, and it delivers a report every day.