A leading software company has seen its stock price collapse as investors worry that generative AI could disrupt its competitive moat. In this video, we break down the real threats facing the business — from agentic AI and changing creator workflows to rising competition and pricing pressure — and ask whether these challenges are temporary or structural. Can the company adapt and emerge even stronger with its own AI ecosystem, or is this the start of a long-term decline? We also dive into valuation, the key risks investors should watch, and whether the stock is finally worth betting on after the selloff.
00:00 Intro
01:10 Why has Adobe crashed?
10:08 Can Adobe turn around?
19:12 Valuation
24:07 Risks
29:44 Framework
33:24 What do you think about Adobe?
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