Canva, every mention
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every year anyone Harry Stebbings 214Jason Lemkin 63Cameron Adams 44Cliff Obrecht 41Wesley Chan 27Melanie Perkins 19Rory O'Driscoll 10Vince Hankes 7Byron Deeter 6Kieran Flanagan 5
Verbatim, from the transcripts: the passages where Canva comes up
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 32:51 Jason Lemkin So, and so people are slow, but everyone's going to build more and more autonomous agents in their product until the cost bites them like, um, like a Canva.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 0:12 Harry Stebbings Canva cuts twenty-twenty-six growth by a third?
- ▶ 1:30 Harry Stebbings We're gonna start with Canva, baby. 15 times in the scene
- ▶ 11:52 Jason Lemkin If I'm an employee at Canva or a founder, and the founders already gave away 90% of their shares, right? 5 times in the scene
- ▶ 18:00 Harry Stebbings Can you give me an example of a Figma or a Canva generation company that has gone, hell, I see this coming, I'm going to move fast, and to hell with it, they've done it and done it well? 5 times in the scene
- ▶ 25:10 Harry Stebbings If I, if I just do a quick fire, I don't want to take it back too much, but just, um, a lot of LPs listen to the show, and they have Canva in their books, and they're going, what do I do with that? 6 times in the scene
- ▶ 40:53 Jason Lemkin And the canvas and friends more and more like a distant, a distant memory, a distant memory of a bygone era of software.
- ▶ 1:22:12 Rory O'Driscoll The new canvas, if it was public is, you know, if you get it back on track in the foot with the fundamentals, the stock will follow, right? 3 times in the scene
- ▶ 1:26:23 Jason Lemkin Just like if you're Canva, the prosumer folks are threatened by chat.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 38:01 Jason Lemkin Arguably, that's what Canva's trying to do with two point O.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 32:31 Cliff Weitzman Um, when I'm saying design, I mean the actual grind of sitting in Photoshop, sitting in Figma, sitting in Illustrator, sitting in Canva, and pixel perfect making things.
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 3:56 Jason Lemkin Do we use, do we use Canva, or do we use native AI-based generation tools like Fall?
- ▶ 12:54 Jason Lemkin I think it's like, let's take for, I think Canva is going to have a wildly successful IPO and they just launched their, their agentic suite. 6 times in the scene
- ▶ 13:08 Jason Lemkin This Canva two, I think it's called Canva two point 2 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:28 Harry Stebbings Now it's going after Figma, Adobe, Canva.
- ▶ 40:53 Jason Lemkin I may pay for another year, but not, but as more and more folks stealth churn off Canva because they're using AI tools as we stealth churn, uh, you know, Amelia was looking now that we've moved to Claude, she hasn't used open AI in four… 2 times in the scene
- ▶ 58:10 Rory O'Driscoll I mean, I believe the Canva design engine is at the heart of what they've done on, um, Claude. 7 times in the scene
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan · 20VC with Harry Stebbings
- ▶ 34:13 Harry Stebbings You ask, with the extension of private markets, because I think so many people are so baffled by the public markets, that they don't want to go that, like your stripes or your canvas of the world.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 49:01 Harry Stebbings If I'm Canva, I'm looking at this going, there's no fucking way I'm going out.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 36:32 Lucas Swisher And I think a lot of investors are focused there right now because what ends up happening is if you can't invest in OpenAI and Anthropic and Revolut and SpaceX and Canva and, you know, all of the companies that are these great platform…
- ▶ 43:04 Harry Stebbings Do you worry that there are a generation of companies, a la Canva, a la Stripe, which do not need to get public?
- ▶ 45:24 Harry Stebbings I adore Cliff and Mel, and I think they're amazing, but you said about, like, the platform companies, and you included Canva. 10 times in the scene
- ▶ 47:23 Lucas Swisher It's, I mean, I, I worked for Mary Meeker when I was at, at Kleiner Perkins, and she was one of the folks that took a leap on Canva.
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 37:37 Harry Stebbings How adjacent is Canva to AI?
- ▶ 1:03:18 Jason Lemkin That might be a threat to Canva when, when you go to bed and you wake up in the morning, it's built four versions of your website.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 25:08 Mike Cannon-Brookes Canva would have gone public a lot longer in an old era.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 1:27 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan. 2 times in the scene
- ▶ 51:28 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan. 2 times in the scene
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 28:54 Jason Lemkin We can't, and even, you know, earlier on this podcast, in essence, even, uh, Canva, which will be one of the great IPOs, even Cliff teased at that.
20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
- ▶ 4:07 Harry Stebbings Check out Airwallets today and see how they're helping thousands of businesses like Canva, McLaren, and Deal.
- ▶ 42:36 Harry Stebbings Check out Airwallets today and see how they're helping thousands of businesses like Canva, McLaren, and Deal.
20Product: Is the Design Phase Dead in a World of AI | Has Claude Code Crushed Anthropic Already | What Roles of a PM Are Less and More Important with AI | How the Best Product Leaders Tell Stories with Noam Lovinsky, CPO @ Superhuman
- ▶ 1:00 Harry Stebbings That's why product teams at Canva, Deliveroo, Toast, Decathlon use Jira Product Discovery.
- ▶ 42:40 Harry Stebbings That's why product teams at Canva, Deliveroo, Toast,
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 14:14 Luke Harries SEO expert who used to do most of this for Canva.
20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ▶ 3:00 Harry Stebbings Check out Airwallex today and see how they're helping thousands of businesses like Canva, McLaren, and Deal.
- ▶ 1:07:54 Harry Stebbings Check out Airwallex today and see how they're helping thousands of businesses like Canva, McLaren, and Deal.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 1:06:17 Jason Lemkin You remember, I mean, all these weeks ago on this pod, when Cliff from Canva came on, he said the one advantage to going public is he'd get a better valuation, that it was a reverse ARB. 2 times in the scene
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 37:33 Jason Calacanis Just like Canva and others, and there is some disruption risk that the tiptoe is too slow.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 29:39 Jason Lemkin Gamma charging a hundred dollars a month instead of, you know, I only pay eight bucks for Canva, right?
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 1:02:46 Jason Lemkin And if you're in the top tier, like Rubrik and Palantir, you get the, the deal that Cliff from Canva wanted.
Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
- ▶ 16:50 Harry Stebbings You've got the figmas, the cloud flares, the atlassians, the sales forces in, like, the incumbent insertion point, and then you've got the canvas on the other, kind of more consumer end. 2 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 34:33 Harry Stebbings Canva, so late, Byron. 2 times in the scene
Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
- ▶ 18:25 Jason Lemkin Um, and Canva got pretty far, right?
- ▶ 23:20 Jason Lemkin Canva actually has a Gamma clone now that's not bad. 2 times in the scene
- ▶ 37:53 Harry Stebbings If one of the venture bets doesn't win and Salesforce or Atlassian or Canva does, I don't care.
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 34:53 Jason Lemkin He doesn't like the revenue compression at Canva, right?
- ▶ 1:04:53 Jason Lemkin We could see it when we'd had Jeff Lawson on, and Cliff didn't have any of it at Canva.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 17:00 Harry Stebbings So if we progress this forward then to Devday, which we touched on slightly there, and why don't we start on kind of, one of the major announcements was the opening up of apps into ChatGPT, so you can essentially use your Figma's, your… 5 times in the scene
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 57:12 Harry Stebbings You know, I remember, I look back at some of the shows, dude, and I cringe at myself because I'm talking about like, oh, Canva implementing AI 4 times in the scene
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 1:04:05 unnamed speaker What about Cliff at Canva, who just said on this show, he's super sensitive to it.
- ▶ 1:05:06 Harry Stebbings The fact that Adobe or Canva could do what Higgs field does, and with the existing distribution they have, do it.
- ▶ 1:30:57 unnamed speaker You've already allowed Canva and Figma
20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
- ▶ 30:19 Harry Stebbings So Canva this week announced that they are doing the discovery week where they give everyone a week to try new AI products.
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 35:55 Jason Lemkin It feels small compared to Canva when we had Cliff on last week, and it feels very small when we're talking about Databricks just crossing, you know, 50% growth at four billion.
- ▶ 1:25:05 Harry Stebbings Will Canva go out in Q four? 4 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 0:43 Harry Stebbings This, as you know, is my favorite time of the week, and we get to bring in my buddy Cliff from Canva. 6 times in the scene
- ▶ 10:15 Cliff Obrecht That, that's what worries me about some of the AI companies now, because there is, ah, I've seen this time and time again with people trying to copy Canva or be Canva for this or Canva for that. 6 times in the scene
- ▶ 23:19 unnamed speaker Canva has been doing this for, I don't know, 20 years, right? 2 times in the scene
- ▶ 24:03 unnamed speaker How much of your reacceleration would you attribute to the stuff you did in AI versus just, you know, getting through 2022 and kind of finding your sea legs again and just executing? 6 times in the scene
- ▶ 34:23 unnamed speaker Did it change your values, Cliff, having an extra billion on the balance sheet, or did it not really change the company? 3 times in the scene
- ▶ 38:11 unnamed speaker Otherwise we have to give up on all the public guys and bet on the canvas and Databricks and the, uh, anthropics and give up on the last generation. 3 times in the scene
- ▶ 45:34 Cliff Obrecht A lot of them want to invest in Canva and, and you see Figma had a huge retail demand. 3 times in the scene
- ▶ 54:32 unnamed speaker You could break it down in order of magnitude, but like let's, when Canva adds everything that Gamma does, I mean, Gamma is consuming a lot of tokens to build dynamic presentations for every single person at my little team on the fly. 5 times in the scene
- ▶ 55:35 Cliff Obrecht Oh, we've got the Gamma approach, we've got Canva code, which you can code a presentation, you can code a website, that is a high compute cost.
- ▶ 59:44 Harry Stebbings When you think of equipping your engineers at Canva today, would you feel comfortable in a future world equipping them with 10,000 dollars a month of coding agents? 4 times in the scene
- ▶ 1:02:50 Cliff Obrecht .2%, I think it was, of the images uploaded to Canva were from ChatGPT. 6 times in the scene
- ▶ 1:07:22 unnamed speaker Before the, before we kind of went live, Cliff was talking about folks who looked at Canva early on, passed, and then really struggled later on to pony up and pay obviously much higher prices. 3 times in the scene
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 5:56 Byron Deeter You know, you look at an Anthropic or a Perplexity or a Canva, um, and we, you know, we have, you know, nine figures into, uh, into each of these companies, um, and yet, uh, we are still, you know, well below historical venture standards… 2 times in the scene
- ▶ 13:23 Byron Deeter But when I look at our own portfolio, I look at a company like a Canva, or I look at a company like Intercom that's at a scale where in some ways they're already becoming an incumbent in those markets, and yet they're disrupting themselves…
- ▶ 28:04 Byron Deeter And, and I assure you, one of the coolest things about the profile of anthropic and perplexity and Canvan, these businesses is the math actually pencils out.
- ▶ 38:09 Byron Deeter Um, and now you look at, you know, Canva, you know, forty billion plus, and Anthropica with seventy billion plus, and perplexity, you know, uh, deep into DekuKorn status, and like, these businesses, you know, aren't going public anytime…
- ▶ 41:38 Byron Deeter Um, X, uh, um, Anthropic, you know, Canva, Databricks, Stripe, go down the list.
- ▶ 42:39 Harry Stebbings You said, like, we're not going to see, like, your canvas go out soon. 6 times in the scene
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 6:43 Jason Lemkin Canva might be even better. 2 times in the scene
- ▶ 7:15 Harry Stebbings There's an interesting question to be had here, which is given what we've seen with Figma, Core, Weave, and Circle, if you had the likes of Canva and Databricks go out, they're better. 3 times in the scene
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 1:13:50 Harry Stebbings After last show, Cliff from Canva.
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 0:38 Brian Halligan If I were Canva, it's an amazing company.
- ▶ 35:56 Harry Stebbings If you are Canva, are you looking at this going, Forrest Gump, run. 4 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 1:09:16 unnamed speaker But I think the more salient fact is what you're saying is there's still going to be a few more pre AI IPOs at scale because there's a couple other companies like that, like Canva and stuff, but you're right. 3 times in the scene
How Do All Providers Deal with Anthropic Dependency Risk & Figma IPO Breakdown: Where Does it Price? · 20VC with Harry Stebbings
- ▶ 11:51 Jason Lemkin If every human can use it, yeah, I get the Canva analogy, and then I can poke holes in it, but yes.
- ▶ 43:42 Jason Lemkin I mean, Canva should do one, right? 3 times in the scene
Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell · 20VC with Harry Stebbings
- ▶ 54:58 unnamed speaker I didn't see many folks talk about it, but Canva's doing an AI discovery week this week. 6 times in the scene
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 4:50 Jason Lemkin I mean, I guess I, I don't want to say the obvious dumb answer of Canva.
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 36:19 unnamed speaker Even when we did this a couple, like we weren't, everyone other than Canva doing its tertiary at forty billion or, or whatever, or Stripe, everyone else is now planning their IPO.
- ▶ 43:39 Harry Stebbings If you're looking at this as the Canva exec team, can you genuinely help me understand why do you delay an IPO? 4 times in the scene
20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
- ▶ 46:45 Harry Stebbings I mean, Canva, you know, Canva. 2 times in the scene
20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
- ▶ 15:15 Luke Harries We have a SEO expert who used to do most of this for Canva.
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
- ▶ 7:09 Harry Stebbings You could look at Figma slides and go pitch or Canva or whoever do that pretty well.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 51:08 Harry Stebbings Sorry to interrupt you, Rory, but like Canva, Canva's a better product, but actually they've just got margin degradation because they actually are paying more
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- ▶ 1:01:09 Harry Stebbings So for me, it's actually like Canva. 2 times in the scene
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 50:30 Jason Lemkin Whatever we feel today, Stripe, Figma, um, Chime, the list of folks north of five hundred million, ok, Canva, three billion, that are gonna IPO in the next 18 months. 2 times in the scene
Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
- ▶ 35:11 Harry Stebbings For a lot of scale ups, say your notions, your canvas, you're in that realm, like AI, and I think they've done it well by the way, but like AI is added to an existing product base.
Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255 · 20VC with Harry Stebbings
- ▶ 45:14 Nabeel Hyatt Canva create, I think it's called.
Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
- ▶ 31:32 Victor Riparbelli We give you a great editor, like using PowerPoint or Canva.
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:07:30 Harry Stebbings Because I had the CPO of Canva on the show and he said, oh, we're doing all these amazing things with AI.
Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- ▶ 10:37 Harry Stebbings One whereby it continues to cost a lot of money to provide such great high quality AI products, and you do a Canva and increase pricing by 300 X. 2 times in the scene
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
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