▶ 2:58 · $FIG · Canva Slashes Growth | Demis Hassabis & Jeff Dean: Talent Exodus at Google | Musk's $55B Terrafab

episode briefing

Canva Slashes Growth | Demis Hassabis & Jeff Dean: Talent Exodus at Google | Musk's $55B Terrafab

2026-08-13 · 29 company · 22 thematic

sentiment

15 bull8 bear6 neu

speakers

Rory O'Driscoll is a partner at Scale Venture Partners, a late-stage venture firm. He references Scale's portfolio (Linear, DataBricks, HubSpot, Salesforce, Palantir) and fund dynamics. He previously invested in Anthropic (2021) and tracks AI infrastructure closely.

jason lemkin

Founder of SaaStr, a community and media platform for B2B software founders and executives. He is an early-stage investor and a frequent commentator on SaaS growth and go-to-market strategy.

harry stebbings

Founder of 20VC (The Twenty Minute VC), one of the most popular venture-capital podcasts, and its associated fund.

quote

“There's Figma which is also public doing at 1.4 billion uh growing at 40% the fastest and in the middle there's Canva still private around 3.6 billion growing at 20%.”

—rory o'driscoll

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