Executive Summary
William de Gale's Blue Box Clarity fund delivered 24% returns in 2025 by avoiding the consensus AI hardware play and focusing on software platforms positioned for AI monetization. His contrarian Adobe thesis centers on a fundamental misunderstanding by markets: while investors fear generative AI will cannibalize software seat counts and pricing, de Gale argues the opposite. Adobe's existing customer relationships, integrated platforms, and data access create the easiest path to profitable AI dep...
Key Investment Opportunity
Adobe AI Monetization Contrarian Play
Market fears AI cannibalization of Adobe's business model, but integrated platform advantage creates superior AI monetization path versus standalone solutions
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