why aren't all 12 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Prediction Held up
Deeter: Canva and other private cloud companies will cross $1B ARR
“There are private cloud companies that now have line of sight, or in Canva's case and a few others, will be crossing the billion dollar ARR mark while still private.”
Prediction Held up
Customers Will Pay Higher Prices for Canva as It Becomes Agentic
“Now people are going to start paying more for Canva as Canva gets more gentic with two point O.”
Assertion Supported
Canva grew from 170M to 230M MAUs under Rob Giglio.
“At the time. Canva was like, Maybe a hundred and seventy million monthly active users. We're at two hundred and thirty million monthly active users now.”
Assertion Supported
Lemkin: Canva has reached $2.5 billion in ARR
“Canva you might think is single product at two and a half billion in AR, but it sure does a lot more than when I started using it.”
Assertion Supported
Lemkin: Canva is growing over 40% at $2.3B in revenue
“Canva just said they're growing over 40% at 2.3 billion in revenue at their user conference the other day.”
Assertion Supported
Lemkin: Canva is at $2B ARR growing over 40% and profitable
“Canva's at two billion in air are growing over 40% and it's profitable, cash flow positive.”
Assertion Supported
Kitschke: Canva has 60 million monthly active users and 2,000 employees
“We now have more than sixty million people creating with Canva every single month all around the world. We've got a global team as well. So there's sort of 2000 people you know, across Australia, the US, the Philippines, China throughout Europe as well. As you…”
Assertion Supported
Kitschke: Canva's One-Dollar Image License Was Unprecedented at Launch
“When we launched Canva you know, the one dollar photo license was something that hadn't been done before, and so, because you're using it within Canva, you know, it means we can kind of control the usage, and so it's a dollar per use.”
Assertion Supported
Giglio: Canva has recorded 16 billion instances of AI usage
“You know, I think we recently shared that we've had like, sixteen billion instances of AI usage, which I think ranks amongst the top AI use cases with some of the tippy top performers in the AI space.”
Assertion Supported
Kitschke: Canva expanded to 100 languages by 2017
“We figured out a lot of the processes and the systems and then you know, tackled the 20 languages and then by 20 17 that goal reached, reached a hundred languages.”
Assertion Supported
Kitschke: Canva's real-time collaborative design feature took eight years to ship
“It was actually you know, a feature we launched, which meant that people for the first time could collaborate in real time on Canva, and it was actually something that our CTO Dave had, had set as a goal you know, eight years earlier, and it had just been this…”
Assertion Supported
D'Onofrio: Forbes Cloud 100 private cloud companies are worth $267B
“And these companies are worth an impressive two hundred and sixty seven billion dollars and include some companies that Bessemer is really proud to work with, such as Procore, Toast, HashiCorp, and Canva.”