Adobe CEO Shantanu Narayen reflects on the software landscape and Adobe's competitive positioning when he joined the company in 1998.
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.”
Prediction Not checkable as stated
Narayen: Large studios will lead AI adoption decisions in Hollywood
“Frankly, it's the large studios that are going to be at the forefront of determining what they do.”