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Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies

Concern that Adobe Inc. will struggle in the artificial-intelligence era has driven Wall Street analysts' view on the maker of software …

Bloomberg Ryan Vlastelica

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Discussion

  • @kylebrussell Kyle Russell on x
    As a business, do not build software to be used by humans. Build software to be driven by AI agents.
  • @fabknowledge @fabknowledge on x
    I once again have another piece about software, and I think that the answer / pattern is clear. Claude Code will be like DRAM/HBM a not persistent memory that gets used to “finish a task”, and software must change to fit it's new role in the memory hierarchy; NAND