I think a lot of this generative AI is going to be like fiber deployment in the late 90s. The movers and shakers are paying top-dollar for improvements that w

I think a lot of this generative AI is going to be like fiber deployment in the late 90s. The movers and shakers are paying top-dollar for improvements that will have a brief shelf-life. Just as the googles and facebooks were able to buy dark fiber for pennies-on-the-dollar in the early 00s, some other upstart is going to bargain AI tools and talent from the adobes and openais of the world for a similar discount. That is to say, adobe is most likely doing this to train models that will put their current customers out of business. They probably think they're cutting-out the middleman for a better margin, but this seems like a greedy bet that could easily go sideways.