Key insights
- The post discusses Netflix's acquisition of InterPositive and its potential impact on Adobe. The author suggests this move allows Netflix to train its AI safely, posing a competitive threat to Adobe's Firefly. The acquisition could undermine Adobe's core business by providing an alternative for companies seeking in-house AI solutions, leading to a slightly bearish outlook for Adobe.
How does everyone feel about Netflix acquisition of InterPositive? Part of the thesis defending against the AI disruption was Adobes Firefly and commercial safety. Netflix buying the AI company means their in-house AI will be trained safely on their data.
In my opinion, seat dilution concern was countered by Adobe Firefly potentially charging with AI use credits. While not every company can go out and buy an AI company, theres enough who can. And with the more casual designers already being poached to some degree by other softwares, this attacks the main core business.
Looking to hear everyone’s thoughts. Particularly opposing opinions!