I remember saying a cautious "godspeed" when canva acquired Serif Affinity, might have been a bit shortsighted. I hope they didn't get caught in the crossfire but I'm not optimistic.
replyPure digital b2c apps built pre-ai are facing a reckoning. Their features are getting disaggregated in a weekend app that's good enough for 90% of users.
replyMost of the value of these apps don't come from the actual features though. It networking effects, brand, ecosystems.
replyIt always been easy for startup to build a better widget. But that's not what lets you win.
What networking effects or ecosystem does Canva have?
replyIt has a brand. People know what it is.
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