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11min chapter
Why Ryan Bought One of The Best-Performing Software Stocks of All-Time
Chit Chat Stocks
Navigating AI's Impact on Adobe
This chapter explores the implications of advancing AI technologies on Adobe's traditional business model and market position, particularly in light of recent stock performance. The discussion highlights how competitors like Canva and Figma are reshaping the design software landscape by targeting lower-end markets, while Adobe's strengths may still allow it to maintain a competitive edge. The speakers also delve into user growth dynamics and the importance of enterprise customers amidst emerging competition in the creative software space.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode