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"Adobe is sitting idle and letting AI disrupt them" Meanwhile $ADBE:

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Aria Radnia 🇮🇷

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70,806 görüntüleme • 6 ay önce •via X (Twitter)

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$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe:
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$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe:

Aria Radnia 🇮🇷

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$ADBE IS BEING DISRUPTED BY AI Meanwhile Adobe with their plethora of AI integrated features...
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$ADBE IS BEING DISRUPTED BY AI Meanwhile Adobe with their plethora of AI integrated features...

Aria Radnia 🇮🇷

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$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.
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$NVDA says no company has shaped how the world tells stories more than $ADBE. Now it is teaming up with Adobe to bring Firefly and Omniverse to creators at scale across the AI era.

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The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives, and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from scott belsky
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The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives, and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from scott belsky

Aria Radnia 🇮🇷

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Your GPU is chilling. Your CPU is slacking. Meanwhile, AI and Web3 need more power than ever 🤖💡 DePINed connects the dots, putting your idle resources to work powering AI, decentralizing compute, and yes, rewarding you. Plug in. Contribute. Get rewarded. Learn more ➡️
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Your GPU is chilling. Your CPU is slacking. Meanwhile, AI and Web3 need more power than ever 🤖💡 DePINed connects the dots, putting your idle resources to work powering AI, decentralizing compute, and yes, rewarding you. Plug in. Contribute. Get rewarded. Learn more ➡️

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CaseOh came across an AI Adobe ad and all he had to say was, "we're so cooked" and "Adobe got AI ads now!?" 😭
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CaseOh came across an AI Adobe ad and all he had to say was, "we're so cooked" and "Adobe got AI ads now!?" 😭

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Freedom of speech is dead. And we’re just sitting here letting it happen.
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Freedom of speech is dead. And we’re just sitting here letting it happen.

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$ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.
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$ADBE is still a show-me story because the quarter beat, guidance was raised and AI-first ARR tripled YoY but market still wants proof on organic growth and whether AI is expanding the moat. AI-first ARR crossing $500M is encouraging but against a $27B ARR base its not yet large enough to change Adobe’s overall growth profile Adobe remains a high-quality software company trading at 10x earnings being treated like a show-me turnaround in the AI era.

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I played with Aleph 2 in Adobe Firefly. Thoughts: Everyone is adding AI models. Adobe is building the creative environment around them. GenFill, Precision Flow, Markup, Nano Banana 2, GPT Image 2, AI video editing models all in the same workflow. That's the real advantage.
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I played with Aleph 2 in Adobe Firefly. Thoughts: Everyone is adding AI models. Adobe is building the creative environment around them. GenFill, Precision Flow, Markup, Nano Banana 2, GPT Image 2, AI video editing models all in the same workflow. That's the real advantage.

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Let them play "If Lionel Messi is okay with just sitting there and letting these kids have fun and play, that's not a bad example to follow." Jamie Hamilton
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Let them play "If Lionel Messi is okay with just sitting there and letting these kids have fun and play, that's not a bad example to follow." Jamie Hamilton

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Them - "AI is gonna destroy us all! We will have no jobs!!!" Meanwhile, entrepreneurs - ......
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Big thank you to Adobe for letting our student-athletes learn and explore career opportunities! 🤙
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Big thank you to Adobe for letting our student-athletes learn and explore career opportunities! 🤙

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$1T in $BTC is sitting idle. Most people have no idea. @evanweb3 breaks down why the "idle asset" era is over. Hashi is the primitive that turns a stagnant asset into productive capital, bringing institutional credit and yield to Sui.
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$1T in $BTC is sitting idle. Most people have no idea. @evanweb3 breaks down why the "idle asset" era is over. Hashi is the primitive that turns a stagnant asset into productive capital, bringing institutional credit and yield to Sui.

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Adobe partners with Kling 🎉 This is huge! You can use Kling AI video at Adobe Firefly platform now. I made this video using Kling 2.5 Turbo and I'm in awe how state of the art this AI model is.
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The most anticipated earnings releases for the week of September 8, 2025, are Oracle $ORCL, Adobe $ADBE, GameStop $GME, Chewy $CHWY, AV $AVAV, SailPoint $SAIL, Casey's $CASY, Synopsys $SNPS, Kroger $KR, and Hello Group $MOMO. #mostanticipated #earningscalendar #volatility #oracle #earningswhisper #adobe #earningswhispers #earnings #gamestop #chewy #aerovironment #sailpoint #caseys #synopsys #kroger
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The most anticipated earnings releases for the week of September 8, 2025, are Oracle $ORCL, Adobe $ADBE, GameStop $GME, Chewy $CHWY, AV $AVAV, SailPoint $SAIL, Casey's $CASY, Synopsys $SNPS, Kroger $KR, and Hello Group $MOMO. #mostanticipated #earningscalendar #volatility #oracle #earningswhisper #adobe #earningswhispers #earnings #gamestop #chewy #aerovironment #sailpoint #caseys #synopsys #kroger

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wow.. this AI plugin for adobe is crazy you can generate and edit video directly in premiere pro
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wow.. this AI plugin for adobe is crazy you can generate and edit video directly in premiere pro

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Meanwhile in Russia. These guys failed physics, but they aren’t letting that stop them. Go Yuri!
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Meanwhile in Russia. These guys failed physics, but they aren’t letting that stop them. Go Yuri!

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Veo 3.1 is released in Adobe Firefly and Adobe Firefly Boards 🎉
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Veo 3.1 is released in Adobe Firefly and Adobe Firefly Boards 🎉

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I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's thousands of templates, brand assets, and team libraries that don't transfer. There's zero evidence of an actual melting ice cube. Seat counts are stable. Renewals are holding. Pricing power is intact. But even if that plays out, you basically get your money back. If the business holds, you do very well from here. Broke this down with Aria Radnia 🇮🇷 on my youtube channel.
0:32

I ran the numbers on $ADBE. Bear case: 1% annual return. Bull case: 30% IRR. Everyone on fintwit thinks Adobe is dead. AI kills Photoshop. Canva already won. Meanwhile, 90% of enterprise creative teams are locked into Adobe. The switching cost isn't the software. It's thousands of templates, brand assets, and team libraries that don't transfer. There's zero evidence of an actual melting ice cube. Seat counts are stable. Renewals are holding. Pricing power is intact. But even if that plays out, you basically get your money back. If the business holds, you do very well from here. Broke this down with Aria Radnia 🇮🇷 on my youtube channel.

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