
Have you all seen it? $Alphabet - C(GOOG.US) directly launched Nano Banana 2 (i.e., Gemini 3.1 Flash Image) today. This generation has major upgrades in speed, image quality, and instruction understanding, with more features integrated into products like search AI mode, Lens, and Flow. This move clearly aims to capture market share in creative design and image generation, posing a direct challenge to established software giants. Tools like $Adobe(ADBE.US) and $Figma(FIG.US), which rely on paid subscriptions, are definitely under short-term pressure, as reflected in their stock prices. We might need to pay attention to this competitive turning point in the short term. How do you plan to position yourselves?
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