Incumbents can be a bit slow to push new features, but they benefit from distribution.

Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up.

Then long term, the startup is no longer the right bet. https://t.co/LkhEDCX3bO

— Nathan Benaich (@nathanbenaich) 23 mai 2023

Incumbents can be a bit slow to push new features, but they benefit from distribution. Adobe’s AI is one of those first order problems where new startups might look like a great bet until their incumbent peer wakes up. Then long term, the startup is no longer the right bet.

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