Adobe has no moat on creative software anymore. As impressive as their demos are, I'm actually less bullish on their future than ever before.
The open source community is doing more with GenAI and they're doing it better. If Gimp weren't in such bad shape, Photoshop would be over. This exact feature would already be ready to go and would be far superior to Adobe's version.
Any startup with minimal effort and capital will be able to duplicate this product. They'll eat Adobe's thick margins away.
The open source community is doing more with GenAI and they're doing it better. If Gimp weren't in such bad shape, Photoshop would be over. This exact feature would already be ready to go and would be far superior to Adobe's version.
Any startup with minimal effort and capital will be able to duplicate this product. They'll eat Adobe's thick margins away.