Market Dynamics - Adobe attempted to acquire Figma, a design software company specializing in AI design software, for $20 billion, but the deal was unsuccessful [1] - Analysts are largely neutral on Figma, possibly influenced by its popularity among Gen Z investors [1] Investment Analysis - The speaker expresses surprise at the stock's performance, suggesting it may not be sustainable [2] - Enterprise software, once dominant, is likened to dinosaurs, implying a decline in relevance [2][3]