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Canva's Price Shock, Nvidia's AI Power Play, and ByteDance's Big Borrow

SaaS & Infra | AI | Consumer | Venture SaaS & Infra Canva Price Hike Sparks Backlash Australian design platform Canva is facing criticism for a significant price increase to its Canva Teams product. Some users have seen their annual bills more than triple, prompting complaints about affordability and the value proposition of

Docusign Buyout Heats Up, Adobe Abandons Web-Design Product, and Tech Stocks Recover

Good morning. Below is a weekly dose of what happened in the tech space last week:  DocuSign's $13B Buyout: DocuSign's stock has surged by as much as 65% since November, driven by M&A speculations and interest from private equity buyers. According to an industry

Uber's Drizly Decision, Canva's Share Sale, and the AI Race Heats Up

Good morning, here’s your weekly dose of what happened in the software and e-commerce space last week:  Uber axes Drizly: The alcohol delivery service that fueled countless home happy hours during the pandemic, is calling it quits. Uber, which acquired Drizly in 2021 for $1.1 billion, decided that
Uber's Drizly Decision, Canva's Share Sale, and the AI Race Heats Up

Coursera: Deep Dive Interview with Former Executive

Below is an edited transcript for an interview with a former executive at Coursera. Key issues discussed in this interview include: Why the reach of Coursera matters * How Coursera acquires content and audience * The differing motivations of university partners and industry partners * How Coursera faces multiple competitors on multiple fronts
Coursera: Deep Dive Interview with Former Executive

Dropbox and Box: A Tale of Two Boxes

The business models of Dropbox and Box, their challenges facing Microsoft, product evolution and more.
Dropbox and Box: A Tale of Two Boxes

Wix: Deep Dive Interview with Former Executive

Below is an edited transcript for an interview with a former executive at Wix. The interview touches upon Wix's valuation proposition, customer segmentation, risks & challenges, and more. ARPU: How would you describe the company's products? Former Executive: Yeah, so, I would split it into two.
Wix: Deep Dive Interview with Former Executive

Gitlab: Deep Dive Interview with Former Executive

Key issues discussed in this interview: (1) The product-market-fit of Gitlab (2) Gitlab’s sweet spot and sales motion (3) Competition against Atlassian and Microsoft (4) Industry headwinds and tailwinds
Gitlab: Deep Dive Interview with Former Executive

Why Alibaba is actually an advertising company

Alibaba has been under a lot of regulatory scrutiny since 2020, and just earlier this year, the rumor of a "Ma" detention has triggered another round of investor sell-off in this tech giant. However, that hasn't deterred Bridgewater from increasing its stake in this Chinese tech
Why Alibaba is actually an advertising company

Netflix: A Content Arms Race For The Belt-Tightening Era

In this article, we will do a deep dive on Netflix. If you like this article and would like to receive insights on tech companies in your inbox, please consider subscribing to our newsletter. Marc Randolph, the co-founder of Netflix called his memoir “That Will Never Work”. The title was

TSMC: Ending Semiconductor Cyclicality Through HPC

In this week’s article, we will dissect the trajectory, capex and the end market shift of the world’s most dominant leading-edge chipmaker. Founding History Morris Chang’s path to founding the world’s largest pure-play foundry business was meandering and atypical. When he was a young man, he