Canva, every mention
60 scenes (2025), the whole family · ← back to Canva
every year 2025 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
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.