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Les Barclays's avatar

I’ve always thought Adobe would be a beneficiary of AI, haven’t looked at their financials yet so I have no comments on that front.

Great to see such cogent analysis on Adobe.

Isaac Aydelman's avatar

High praise from someone who is among my benchmarks for cogent analyses! Thanks 🙏

Philoinvestor's avatar

Will have a read.

Isaac Aydelman's avatar

Would love your feedback. Especially on the distribution point. Cheers!

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Jan 8
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Isaac Aydelman's avatar

Hey thanks for the comment! If you want to share this post or your thoughts I'd appreciate the exposure!

I think GEO is going to be a big deal and will disrupt multiple industries. SEO isn't THAT large in terms of spend, but it is the backbone of ecommerce, DTC and digital media. It is a critical part of those industries. GEO will more likely than not be that important too.