AI Spend To Kingdon (Capital) Come with Parshv Shah
RiskReversal Pod
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Adobe's Market Challenges
This chapter explores Adobe's transition to a subscription model amidst increasing competition from generative AI tools and its impact on stock performance. The discussion also examines the broader implications of AI technology for consumer internet brands like Instacart, Airbnb, and Uber, focusing on opportunities and partnerships for enhanced efficiency.
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