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Tribe Talkin' Ep 130: Venture Downunder. Canva To Zero? Founder-Not A CEO. Andromeda. Anti-Portfolio Goals. Sharts
Don, Aaron and Jack unpack a big week in venture, AI and building companies.
Venture Downunder with Innovation Bay: pirate parties, poker, the Kill All The Puppies triage session (bridge, dilute, sell or fold), and why founder pitches at events should be three minutes, not ten.
Canva blames frontier AI costs for a rare revenue downgrade: growth guidance cut from 30% to 20%, Canva AI 2.0 halted, in-house models to replace OpenAI and Veo 3, and why Tribe cancelled its Canva seats for Claude Design.
Sovereign AI: Prof Anton Van Den Hengel's case for Australian capability. The only capability…
The skinny
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