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Canva

3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Mar 29, 2024 by Jessica Lessin · across every show →

Everything said about Canva, oldest first

Mar 29, 2024 neutral
Assertion Partly supported
Lessin: About a Quarter of Canva's $1.7B ARR Came From Enterprise Sales
“Our piece this week was also about how they're looking to like the enterprise business to about quarter of their 1.7 billion in ARR came from corporate sales last year, and they're trying to grow that”
Jessica Lessin Mar 29, 2024 ▶ 22:40 #40: Reddit IPO, Apple v. DOJ and the Return of the Power Lunch · More or Less Podcast
Nov 14, 2025 negative
Disclosure
Sam Lessin reveals he knew Canva's founders early but passed on investing
“I knew them before they founded Canva. And he's like, did you invest in it? And I was like, no, I missed that one.”
Sam Lessin Nov 14, 2025 ▶ 18:00 Apple’s iPhone Sock, Waymo's Bay Area Expansion, and AI Wearables · More or Less Podcast
Sep 4, 2026 bearish
Opinion
Brit Morin: Google is directly targeting Canva with Google Pics and Gemini
“Canva was on this like IPO darling list for so long, and now Google launched Google Pix, P-I-C-S, and without saying they're basically going after Canva, they're going after Canva, and everything is like Gemini integration, Google workspace integration, you co…”
Brit Morin Sep 4, 2026 ▶ 46:35 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
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