Canva is currently worth only $12 billion in public market value
Jason Lemkin · Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab · Aug 12, 2026 · at 25:28
Jason Lemkin and Rory O'Driscoll discuss how institutional LPs should realistically mark late-stage private software assets like Canva.
0:00 / 0:13exact quote · 13.1s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I'd say it's probably worth twelve billion right now. 20% growth at four billion ARR in the current public markets and not decelerating. There's some sort of rule of 40 number that's better, but I'd say it's worth about twelve billion.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Jason Lemkin
Lemkin: AI will replace half of knowledge workers in 24 months
“Half of these knowledge workers are going to be gone in 24 months”
Every crypto company offering an Earn program is a fraud
“I believe every crypto company that has an EARN program is a fraud.”
Lemkin: Coinbase's 10% high-yield crypto program is a pyramid scheme
“And even, I know Coinbase is the good one, but where are they getting this 10%? It's a pyramid scheme. It's fraud.”
Lemkin: Every venture capital firm has a fraudulent company in its portfolio
“And every VC has a fraud in their portfolio. Every single VC has a fraud in their portfolio.”