$Adobe(ADBE)$ I believe GenAI is more of a monetization engine than a moat killer for Adobe.
Many people assumed AI image generation would replace Photoshop. Instead, Adobe integrated AI directly into its products and monetized it through Firefly credits and premium features.
Adobe's biggest advantage isn't just creating images. It's the entire workflow:
- Photoshop
- Illustrator
- Premiere Pro
- Acrobat
- Enterprise distribution
Most professionals and companies still need reliability, copyright protection and workflow integration.
The real risk is not AI itself. The risk is if Adobe cannot innovate as fast as newer AI-native competitors.
My view:
✅ AI increases user productivity
✅ AI creates new revenue streams
✅ Adobe's ecosystem remains sticky
Question: Would you rather own Adobe, Canva (if public), or OpenAI if all traded at similar valuations?
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