u/jquemba 5.0 3 ideas

Adobe’s creative and document cloud are deeply embedded; they are adding generative AI features (Firefly). The author’s logic about "world‑class software" applies strongest to creative tools where quality and ecosystem matter. Adobe should benefit from the same dynamic – firms buy, not build – while AI expands its TAM. Open‑source AI tools (e.g., Stable Diffusion) could erode pricing power; regulatory risk.

Salesforce is a leader in CRM software and is actively building AI agents (e.g., Einstein GPT). If the author is right that CEOs will buy validated agentic platforms, Salesforce’s recurring revenue and ecosystem should expand. Trade on the view that AI will strengthen Salesforce’s moat, not destroy it. AI commoditization could compress margins (as top comment warns); enterprise spending slowdown.

ServiceNow’s workflow automation is central to large-company IT operations; they are embedding AI agents. As companies avoid building custom internal tools, ServiceNow’s secure, modular platform becomes more valuable. Position for continued growth as the company monetizes AI-driven automation. Competition from low‑code AI tools; high valuation multiples.