Everywhere I look, people are writing obituaries for $ADBE (-0,2%) — as if a few headlines about “AI disruption” erase decades of dominance, infrastructure, and innovation.
But let’s be real:
- doesn’t just sell “interfaces.” It powers the backbone of creative work — Photoshop, Illustrator, Premiere, After Effects, Acrobat, Firefly, Creative Cloud.
- When AI “replaces interfaces,” it still needs systems, platforms, integrations, file formats, cloud services, compatibility — all of which $ADBE (-0,2%) builds and maintains.
- The creative ecosystem is sticky: designers, agencies, studios, publishers — they depend on Adobe tools. Switching costs are high.
- Yes, AI will shift workflows. But that shift often amplifies the value of robust platforms, not obliterates them.
So no, Adobe is not dying. The market is exaggerating its “destruction.” More likely scenario? Adobe evolves, integrates AI, and remains a pillar of digital creativity.
#Adobe
#CreativeIndustry
#TechRealityCheck
#AI
#DesignTools
