u/Edward12358 ·
Reddit — r/ValueInvesting
· 2026년 3월 15일, 08:01
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When Chatgpt usage was sky rocketing, when we thought logically, Google was going to be disrupted.
We noticed that our habits and everyone around us switched from Googling to talking with Chatgpt.
In our mind we thought, how could Google possibly replicate this profitable business model of search?
In that moment the risk seemed extremely high. Apple indicated a reduction in search activity.
When I think of Adobe, it seems very logical that it will get disrupted, but could it be like Google?
Well, possibly. But what gives less confidence is that Adobe does not have the ability the Google has in adapting to any chnage. Google has the money to adapt to any change, Adobe does have the same ability.
The only similarly between Adobe's case and Google, is that both companies numbers did not show any sign of weakness.
Your opinion?
Will Adobe end up like Google or, chegg?