Group 1: AI Transformation in Software Industry - Artificial intelligence (AI) is changing the software sector from static logic to outcome-based assistants, enhancing user goal achievement [1] - Design software is a key area for AI impact, with companies like Figma and Adobe being closely watched [2][3] Group 2: Adobe's AI Strategy - Adobe faces potential threats to its design software relevance due to AI's ability to create content easily, leading to a 30% drop in share price over the past year [5] - The company's strategy involves integrating AI into its offerings, including over 25 different AI models and launching its proprietary AI platform, Firefly [6][7] - Adobe's AI integration has resulted in a 15% year-over-year increase in monthly active users and record customer bookings exceeding $1 million, with over 25% growth in customers spending at least $10 million in annual recurring revenue [8]
Better AI Software Stock: Figma vs. Adobe