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Applied AI·October 16, 2026·1 min read

Adobe Analysts Have Never Been So Bearish as AI Fears Mount

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Analysts turning record-bearish on Adobe over AI risk shows how quickly markets can re-rate incumbents whose moat was workflow plus file formats. If your product sits between creators and distribution, assume investors will question your AI story—have a concrete roadmap for integrating models and protecting margins, not just features.