abde and dis are two most challenged stocks by gen AI.

Dis has come out of woods with online steaming and ESPN, themepark etc. In five years, it is hard not to see it surpasses NFLX in valuation. ADBE has to work together with another AI company in order to provide etc. It should use acquisition to get on board quickly or run the risk of becoming irrelevant. It still has a chance. Next few quarters will be critical before Sora improves to a different level. This has been shown in meta's AI ability to carve out objects in pictures a year ago.

https://www.zdnet.com/article/metas-new-ai-model-can-identify-objects-in-images-heres-why-that-matters/

'Meta says it released (SAM) and (SA-1B) "to enable a wide range of applications and promote further research into foundation models for computer vision."

Image segmentation can be used for photo editing, scientific imagery analysis, larger AI systems that require a general multimodal understanding of the world, and most interestingly, AR and VR. '

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Good news is that Adobe feels the challenge, instead of being the frog in slow cooker.