Adobe CEO Shantanu Narayen talks about the tension between creative labor and studio adoption of AI tools across Hollywood.
Disclosure
Narayen: Adobe trains AI models only on fully licensed data
“If we create models, one of the things that we have to do is create a model where every piece of data that went into the creation of that model, we can testify to the fact that, you know, we have license to do that.”
Insight
Narayen: AI will potentially replace people who don't use AI
“We said, people who use AI, this is an augmentation tool and it will potentially replace people who don't use AI.”
Prediction Not checkable as stated
Narayen: AI will create far more jobs than it disrupts
“I think the reality with all technology, all automation is, you know, I, it introduces way more jobs, and it disrupts some, and I don't think AI will be you know, that different, and a lot of the, you know, automation or menial things that people do, it'll for…”
Prediction Open · timeframe Feb 2028
Narayen: Only 4 to 5 entities have capital to build frontier LLMs
“The large language models, I'm sure you'd agree there'd be four or five people who have the capital to create those large language models, and, you know, there'll be maybe one open source, there'll be three or four proprietary”
Assertion Not checkable as stated
Narayen: Hollywood is excited to use AI to cut production costs
“So I think on the one hand, they're all incredibly excited about the prospect of dramatically increasing the amount of media that they can create for the same cost and accelerate the time to production.”
Insight
Narayen: Every leader has three essential duties: vision, team, and execution cadence
“Most leaders, and it doesn't matter at what level you're providing leadership you know, you have three things that you have to do. You have to create a vision. You know, and if you're a first line manager, you're creating a vision for the group. If you're a CE…”