As Microsoft spends $34.9 billion quarterly and Meta plans $72 billion in AI infrastructure, consumers are facing bundled AI subscriptions with no opt-out. The era of optional AI is ending as companies bake costs into essential software.
Adobe is transforming creative workflows with AI that generates voiceovers, creates custom soundtracks, and edits entire projects through descriptive prompts. The company’s Max 2025 announcements signal a fundamental shift in how creative professionals will work.
Adobe presents a compelling value case with discounted pricing and strong fundamentals, but the company faces critical tests in AI integration and market volatility. Understanding both sides reveals a nuanced investment opportunity.
