Cliff Obrecht: Enterprise AI Tool Subscriptions Will Consolidate Within 24 Months
Cliff Obrecht · Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings · Sep 4, 2025 · at 13:45
Cliff Obrecht is co-founder and COO of Canva. He details how corporate software buyers will trim down experimental AI software subscriptions to top-performing vendors.
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“Over the course of the next 12 to 24 months, we'll start consolidating down as the clear winners take charge, and so to answer your question that way, hundred percent there's going to be consolidation down from yeah, year two renewals.”
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More from Cliff Obrecht
Obrecht: Canva to hit $4B revenue at 40% growth rate
“We will close the year very close, if not at four billion growing, ah, close to 40% growth rate and re-accelerating growth.”
Obrecht: Founders should stay overcapitalized rather than running ultra-lean
“This is a high risk maneuver and I don't recommend this to founders anymore. I say be a bit over capitalized, but we would run it kind of to the bones in order to take as little money as possible.”
Obrecht: 90% of AI Queries Will Shift On-Device or Self-Hosted
“For the most premium queries where you need that answer, but 90% of it will be run on device or be self-hosted.”
Obrecht: AI SaaS Pricing Must Shift to Hybrid Seat and Consumption Models
“You can't charge 20 bucks a seat for that level of breadth. So, so then it hits a certain, you give that functionality for a per seat price, but then over that, it needs to be based on consumption. So it's a hybrid seat and consumption based model.”
Obrecht: AI Energy Demand Will Accelerate Transition to Nuclear Power
“And so while I see AI pessimists and environmental pessimists saying, oh, so much more energy, it's going to be bad for the environment. I actually think it's going to rapidly accelerate our shift to green energy, particularly nuclear which we're just going to…”