The Intrinsic Value Podcast发布 2026-08-20
《Ranking SaaS Best Buys Today and Long-Term + Watchlist Review》
$FIG看跌
看跌Figma；缺乏长期护城河，因为用户可以轻松转向AI替代品，此外对CEO、股票薪酬和多元化存在担忧。
Figma，今天的价值，10 年后的价值。我认为 Figma 是，我不想低估他们作为 Adobe 的竞争对手，因为……
Figma uh, value today F 10ear value F. >> I I I you know, I think Figma is I don't want to understate them as a competitor to Adobe because
我可能会把他们比 Wix 稍高一点。他们处于细分市场，比如 Figma 是创意设计世界的一个细分部分，他们基本上垄断了他们竞争的领域，并把 Adobe 赶了出去，这就是 Adobe 想要收购他们的原因，因为他们的替代产品完全无法与 Figma 竞争。
>> Um I would probably put them a little higher than Wix. um you know they are uh sort of in niche spaces like Figma is uh a niche part of the creative design world and um they've basically uh monopolized uh the space that they compete in and and kicked out Adobe and that's why Adobe wanted to acquire them because their alternative product uh complete completely failed to compete with uh with Figma.