4 ms·
What is the antitrust risk? As both you and the author say, there’s viable alternatives in the market - and this deal will encourage more of them. It’s unclear
by ghiculescu 4y ago
What is the antitrust risk? As both you and the author say, there’s viable alternatives in the market - and this deal will encourage more of them. It’s unclear how any consumers are harmed by this.
- drc500free 4y agoNone of the investment thesis is about making Figma better than it was or cheaper than it was. Every dollar they paid is because they believe they can squeeze more than a dollar out of consumer surplus and into their bottom line by preventing competition between Figma and their legacy products. Consumers will be harmed by Figma becoming a more expensive, worse product and Adobe remaining a more expensive, worse product.
- mamonster 4y agoAntitrust risk is simple: Adobe takes up Figma, bundles it into existing Creative Cloud and essentially "dumps" the horrible parts of Creative Cloud onto the market as part of the bundle. Competing with bad parts of Creative Cloud is not possible because they are essentially subsidized by the strong parts. Might be a controversial opinion, but this is exactly what Microsoft did with Teams at a certain point. Teams was just dumped on enterprise clients along with the usual Office 365 shebang, and Slack couldn't compete effectively because the bundle effect was too strong(and by compete effectively I mean that if Teams was offered as a standalone Slack would destroy it in every review).