The latest ChatGPT 4.0 is incredible. Watching a two-hour-long educational YouTube podcast takes up a lot of time. Instead, just provide the link to ChatGPT 4.0, and it will summarize it for you. Instead of watching for two hours, you'll only need five minutes to read.
CHAT GPT 4.0 creates commercial videos and images with just my voice command.
As a Portfolio Manager, the latest findings have led to a firm conclusion: I have no choice but to SHORT Adobe (ADBE). ChatGPT 4.0 will impact the business model and needs of ADBE. Upon observing ChatGPT 4.0, my initial reaction was one of surprise at its potentially incremental negativity, recognizing the potential for disruption it may bring to Adobe. Although GPT-4.0 provides advanced video and image creation capabilities through Adobe, we believe the impact will be quite significant.
The use case will face disruption, challenging the monopoly and advantage that Adobe currently holds with this business model. My prediction by 2024, Adobe's will stop growing, impacting its rich multiple. Furthermore, in 2025, it will begin to shrink due to industry disruption. In this brief exchange, it's challenging to quantify the exact revenue impact or the timing for the thesis to unfold. However, having witnessed the capabilities of GPT-4.0, We believe it will influence Adobe across financial metrics.
I understand. Simplifying the analysis - it seems unlikely that Adobe will expand its market share following the release of GPT-4.0 or Gemini. Conversely, there's a probability of losing market share and significance. Considering Adobe's robust valuation multiple – that is enough for us to get SHORT. Keeping it simple.
Please note that this is not financial advice. Shorting is a risky and challenging endeavor, and it should only be pursued with high conviction.
We try to keep it simple , We shorted ADBE
The latest ChatGPT 4.0 is incredible.
Watching a two-hour-long educational YouTube podcast takes up a lot of time. Instead, just provide the link to ChatGPT 4.0, and it will summarize it for you. Instead of watching for two hours, you'll only need five minutes to read.
CHAT GPT 4.0 creates commercial videos and images with just my voice command.
As a Portfolio Manager, the latest findings have led to a firm conclusion: I have no choice but to SHORT Adobe (ADBE). ChatGPT 4.0 will impact the business model and needs of ADBE. Upon observing ChatGPT 4.0, my initial reaction was one of surprise at its potentially incremental negativity, recognizing the potential for disruption it may bring to Adobe. Although GPT-4.0 provides advanced video and image creation capabilities through Adobe, we believe the impact will be quite significant.
The use case will face disruption, challenging the monopoly and advantage that Adobe currently holds with this business model. My prediction by 2024, Adobe's will stop growing, impacting its rich multiple. Furthermore, in 2025, it will begin to shrink due to industry disruption.
In this brief exchange, it's challenging to quantify the exact revenue impact or the timing for the thesis to unfold. However, having witnessed the capabilities of GPT-4.0, We believe it will influence Adobe across financial metrics.
I understand. Simplifying the analysis - it seems unlikely that Adobe will expand its market share following the release of GPT-4.0 or Gemini. Conversely, there's a probability of losing market share and significance. Considering Adobe's robust valuation multiple – that is enough for us to get SHORT. Keeping it simple.
Please note that this is not financial advice. Shorting is a risky and challenging endeavor, and it should only be pursued with high conviction.