I was talking with Victor and John the other day in our office at Roundarch about Adobe’s products and the problems we’ve been having with them as well as our ideas for what they could be.
Victor took it upon himself to crystallize the discussion very nicely:

Adobe’s software offering is growing so robust, and their control of the content creation pipeline so complete, that they need to look to another model for what the future will look like precisely because there no longer exists a sensible explanation for why Photoshop does not allow me to create a non-closed vector shape with a stroke – other than software bloat. Enter the case for an aggregated experience – with a twist.

and:

Imagine the Adobe footprint/OS as a (relatively) low cost software that bootstraps the ability to use other Adobe content creation modules at a metered rate – let’s say yearly for instance – with an integrated way to dynamically load modules from the cloud, as needed/wanted to your local machine through a subscription service.