Cleo Capital’s Kunst on Adobe, Synopsys and Oracle

Bloomberg TechnologyWednesday, December 10, 2025 at 11:31:35 PM
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Cleo Capital’s Kunst on Adobe, Synopsys and Oracle
  • Sarah Kunst, Managing Director of Cleo Capital, expressed concerns about Adobe's future growth prospects for its core subscription business following the launch of Google's Nana Banana Pro, which poses a competitive threat to Adobe's creative tools.
  • This development is significant as it highlights the increasing challenges Adobe faces in maintaining its market position amidst rising competition, particularly from tech giants like Google that are innovating rapidly in the creative software space.
  • The competitive landscape is evolving, with companies like Black Forest Labs also entering the fray with new AI image models aimed at challenging established players, indicating a broader trend of innovation and disruption in the technology sector.
— via World Pulse Now AI Editorial System

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