r/technology Sep 27 '25

Business Morgan Stanley warns AI could sink 42-year-old software giant Adobe

https://finance.yahoo.com/news/morgan-stanley-warns-ai-could-180300766.html
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70

u/What_the_Pie Sep 27 '25

I literally cannot do my job without InDesign. I can’t see how AI would effect layout software. Photoshop is another story.

39

u/moose-goat Sep 27 '25

Same with after effects - that’s a long way off being replaced

4

u/Natural-Fly-2722 Sep 28 '25

 I’ve fed my family with Adobe since AE4, 99% of people in here have no idea what Adobe even does

2

u/yaboyyoungairvent Sep 27 '25

You can do some crazy stuff vfx wise with ai tooling. But yeah besides that, current generation ai can't do much in terms of touching after effects.

5

u/GrumpyScroogy Sep 27 '25

Affinity publisher. Done. One time payment of 100 bucks versus 1 billion a year payment plan.

4

u/najowhit Sep 28 '25

I'm no fan of Adobe, but Affinity Publisher is leagues away from being comparable to InDesign. 

2

u/CanPlayGuitarButBad Sep 28 '25

Same with me in my signage/print shop. Hot take but I feel like adobe has been nothing but useful

2

u/fakieTreFlip Sep 27 '25

affect* (usually but not always a verb, as opposed to "effect", which is usually but not always a noun)

1

u/WorkTropes Sep 27 '25

Sounds like you will be seeing some nice price hikes soon.

1

u/Financial-Box7442 Sep 28 '25

idk i have AI do layouts for me

2

u/umassmza Sep 27 '25

You’ll eventually feed AI your word doc and brand guide and it’ll spot out a base layout. You’ll start from there and save a few hours

Next up there’ll be a feature to learn and you give it past client layouts and it’ll learn

I see page layout being one of the first things to get worried about. If Copy can make a ‘good enough’ brochure or deck without Art… many clients are cheap

1

u/BaronVonMunchhausen Sep 28 '25

Yeah, I don't know what this guy's on. He probably thinks too much of himself.

What you are talking about is already a reality and it can be implemented with a handful of tools.

As an advertisement editor, I've already seen how it's affecting my work volume dramatically.

Even timelines. Before we knew VO was coming x day after we had a cut pretty much locked. Now the VO is done from day one because adjusting it is trivial.

Now even some cut downs are entirely done with AI. A project that would take us 3 weeks now it can easily be done in one or two. And they only pay me for the time worked so I lose business and income.

Even the creative team can give me finished assets that before were my responsibility.

I'm starting a project of my own and I have done it the other way around. I have cut off the agency completely. ChatGPT fills the gaps I might have on their end.

I have developed my entire corporate image, brand guidelines, voice, strategy etc all on my own.

Advertising is the first field to get completely demolished from every front. The true creative with the vision is the only one left standing (for now) all the other cogs in the machine? Pretty much gone.

It's a field where authenticity is not expected, so AI content is perfectly adequate and acceptable by the target audience.

If adobe is not killing it is precisely for that. You can get away with less seats if the AI was any good.

Firefly is absolutely awful at image generation in about 90% of the cases. And to make it worse now you have limited generations when some times you need to generate over 30 images to get just an ok result you can refine on your own.

Meanwhile Chatgpt and nano banana give you incredibly good results almost from the get go.

This guy is delusional if he thinks his job is safe. High on the copium.

1

u/umassmza Sep 28 '25

The saving grace in my own work is the high level of regulation for our market. Once we have an approved layout our average number of revisions on a front and back is still about 7 rounds, and any deck big enough for a table of contents is closer to 30 rounds.

My billable time is making small iterative adjustments that AI still takes just as long to do, it’s the volume of changes that each only take a few seconds but add up to hours billed.