Franco Enrique Zen
šŸ”“ Adobe and the AI disruption myth More than 10 years ago Adobe made a bold move: it stopped selling one-time licenses and went all-in on subscriptions. Back in 2011, subs were barely $400M. Today they bring in over $20B a year. The old ā€œbox salesā€ model? Almost gone. That switch gave Adobe stable, recurring revenue and built an ecosystem that’s very hard to leave. Photoshop, Illustrator, Premiere… they’re industry standards. Whole companies, schools and studios depend on them. Now some people say: ā€œfree AI will kill Adobe.ā€ But reality looks different: Adobe is putting AI inside its own apps (think Firefly in Photoshop). With control, security and clear IP rights—things open tools can’t really promise. Instead of being disrupted, Adobe is using AI to strengthen its dominance. And for investors, that makes all the difference. • • • • $ADBE (Adobe Systems Inc) $SPX500 $NSDQ100 $GOOG (Alphabet) $NVDA (NVIDIA Corporation)
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