265 MILLION PEOPLE STILL LOVE CANVA. THE MARKET TOOK $11 BILLION OFF ANYWAY

Summary from the TLDR Marketing newsletter

Canva has 265M monthly users, but AI is changing how those users interact with the product. AI agents can now create designs without sending users to Canva, potentially bypassing the platform entirely. At the same time, AI assistants are recommending Canva, with users having 26M+ conversations with its ChatGPT app. The shift creates a new challenge for brands. AI can both send customers to a product and remove the need for it.