Transparent VC Podcast · Tribe Talkin'
Tribe Talkin' Ep 26: Canva's CFO Resigns. Capital Raising and M&A Activity In The Oz Ecosystem. Zuck's Got Fight. US Listed Markets. Listener Feedback.
22 February 2024 · 1:38:42
In todays episode of Tribe Talkin':
- Canva CFO Damien Singh resigns
- Tegan Jones of Smart Company first <a data-cke-saved-href="https://www.smartcompany.com.au/exclusive/canva-cfo-damien-singh-leaves-ipo-secondary-share-sale-plans/" href="https://www.smartcompany.com.au/exclusive/canva-cfo-damien-singh-leaves-ipo-secondary-share-sale-plans/" target="_self" title="Link: https://www.smartcompany.com.au/exclusive/canva-cfo-damien-singh-leaves-ipo-secondary-share-sale-plans/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.smartcompany.com.au/exclusive/canva-cfo-damien-singh-leaves-ipo-secondary-share-sale-plans/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Bronwen Clune of Capital Brief first <a data-cke-saved-href="https://www.capitalbrief.com/article/canva-cfo-stepped-down-amid-internal-investigation-f622dc12-4de9-4f29-ba56-6e3edf1c6bdf/preview/" href="https://www.capitalbrief.com/article/canva-cfo-stepped-down-amid-internal-investigation-f622dc12-4de9-4f29-ba56-6e3edf1c6bdf/preview/" target="_self" title="Link: https://www.capitalbrief.com/article/canva-cfo-stepped-down-amid-internal-investigation-f622dc12-4de9-4f29-ba56-6e3edf1c6bdf/preview/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/article/canva-cfo-stepped-down-amid-internal-investigation-f622dc12-4de9-4f29-ba56-6e3edf1c6bdf/preview/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Tess Bennett and Jessica Sier of AFR <a data-cke-saved-href="https://www.afr.com/technology/ipo-hopeful-canva-s-cfo-departs-without-successor-20240214-p5f4yw" href="https://www.afr.com/technology/ipo-hopeful-canva-s-cfo-departs-without-successor-20240214-p5f4yw" target="_self" title="Link: https://www.afr.com/technology/ipo-hopeful-canva-s-cfo-departs-without-successor-20240214-p5f4yw" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/ipo-hopeful-canva-s-cfo-departs-without-successor-20240214-p5f4yw" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Tegan Jones of Smart Company second <a data-cke-saved-href="https://www.smartcompany.com.au/exclusive/former-canva-cfo-allegedly-harassed-female-employees/ " href="https://www.smartcompany.com.au/exclusive/former-canva-cfo-allegedly-harassed-female-employees/ " target="_self" title="Link: https://www.smartcompany.com.au/exclusive/former-canva-cfo-allegedly-harassed-female-employees/ " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.smartcompany.com.au/exclusive/former-canva-cfo-allegedly-harassed-female-employees/ " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Bronwen Clune of Capital Brief second <a data-cke-saved-href="https://www.capitalbrief.com/newsletter/canva-in-crisis-not-by-design-df6fc7da-70a6-4242-be0a-55c17bab16b0/preview/" href="https://www.capitalbrief.com/newsletter/canva-in-crisis-not-by-design-df6fc7da-70a6-4242-be0a-55c17bab16b0/preview/" target="_self" title="Link: https://www.capitalbrief.com/newsletter/canva-in-crisis-not-by-design-df6fc7da-70a6-4242-be0a-55c17bab16b0/preview/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/newsletter/canva-in-crisis-not-by-design-df6fc7da-70a6-4242-be0a-55c17bab16b0/preview/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Jessica Sier and Paul Smith of AFR <a data-cke-saved-href="https://www.afr.com/technology/canva-cfo-posts-disappear-as-investors-express-confidence-20240215-p5f5b0" href="https://www.afr.com/technology/canva-cfo-posts-disappear-as-investors-express-confidence-20240215-p5f5b0" target="_self" title="Link: https://www.afr.com/technology/canva-cfo-posts-disappear-as-investors-express-confidence-20240215-p5f5b0" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/canva-cfo-posts-disappear-as-investors-express-confidence-20240215-p5f5b0" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- David Swan of SMH <a data-cke-saved-href="https://www.smh.com.au/technology/why-cfo-departure-is-canva-s-greatest-test-yet-20240216-p5f5ld.html" href="https://www.smh.com.au/technology/why-cfo-departure-is-canva-s-greatest-test-yet-20240216-p5f5ld.html" target="_self" title="Link: https://www.smh.com.au/technology/why-cfo-departure-is-canva-s-greatest-test-yet-20240216-p5f5ld.html" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.smh.com.au/technology/why-cfo-departure-is-canva-s-greatest-test-yet-20240216-p5f5ld.html" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">article.
- Bronwen Clune of Capital Brief article on <a data-cke-saved-href="https://www.capitalbrief.com/newsletter/toxic-positivity-0d43d567-ad6b-499c-9103-1a9befe4e2e7/preview/" href="https://www.capitalbrief.com/newsletter/toxic-positivity-0d43d567-ad6b-499c-9103-1a9befe4e2e7/preview/" target="_self" title="Link: https://www.capitalbrief.com/newsletter/toxic-positivity-0d43d567-ad6b-499c-9103-1a9befe4e2e7/preview/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/newsletter/toxic-positivity-0d43d567-ad6b-499c-9103-1a9befe4e2e7/preview/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Toxic Positivity
- Lucy Wark LinkedIn <a data-cke-saved-href="https://www.linkedin.com/feed/update/urn:li:activity:7163743465514684416?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7163743465514684416%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" href="https://www.linkedin.com/feed/update/urn:li:activity:7163743465514684416?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7163743465514684416%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7163743465514684416?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7163743465514684416%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7163743465514684416?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7163743465514684416%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">post.
- Ansarada acquired for<a data-cke-saved-href="https://www.businessnewsaustralia.com/articles/dealmaker-data-solutions-group-ansarada-to-be-acquired-by-rival-datasite-for--263m.html" href="https://www.businessnewsaustralia.com/articles/dealmaker-data-solutions-group-ansarada-to-be-acquired-by-rival-datasite-for--263m.html" target="_self" title="Link: https://www.businessnewsaustralia.com/articles/dealmaker-data-solutions-group-ansarada-to-be-acquired-by-rival-datasite-for--263m.html" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.businessnewsaustralia.com/articles/dealmaker-data-solutions-group-ansarada-to-be-acquired-by-rival-datasite-for--263m.html" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> $263 Million.
- Altium take over offer from Japan's <a data-cke-saved-href="https://www.smh.com.au/business/companies/australian-tech-darling-altium-lands-9-billion-takeover-bid-from-japan-20240215-p5f55r.html" href="https://www.smh.com.au/business/companies/australian-tech-darling-altium-lands-9-billion-takeover-bid-from-japan-20240215-p5f55r.html" target="_self" title="Link: https://www.smh.com.au/business/companies/australian-tech-darling-altium-lands-9-billion-takeover-bid-from-japan-20240215-p5f55r.html" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.smh.com.au/business/companies/australian-tech-darling-altium-lands-9-billion-takeover-bid-from-japan-20240215-p5f55r.html" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Renesas.
- Haris Qureshi provides a great tech<a data-cke-saved-href="https://www.linkedin.com/feed/update/urn:li:activity:7164747843201687552/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164747843201687552%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" href="https://www.linkedin.com/feed/update/urn:li:activity:7164747843201687552/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164747843201687552%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7164747843201687552/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164747843201687552%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7164747843201687552/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164747843201687552%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> summary
- Three Aussie startups that raised $198.4 million <a data-cke-saved-href="https://www.smartcompany.com.au/startupsmart/news/aussie-startups-raised-198-4-million-this-week/" href="https://www.smartcompany.com.au/startupsmart/news/aussie-startups-raised-198-4-million-this-week/" target="_self" title="Link: https://www.smartcompany.com.au/startupsmart/news/aussie-startups-raised-198-4-million-this-week/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.smartcompany.com.au/startupsmart/news/aussie-startups-raised-198-4-million-this-week/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">this week
- Bugcrowd: $156 million
- Diraq: $23 million
- Marqo: $19.4 million
- Fat Zebra (undisclosed)
- Gilmore Space raises<a data-cke-saved-href="https://www.afr.com/technology/the-gold-coast-s-answer-to-spacex-is-now-worth-605m-20240214-p5f4xu " href="https://www.afr.com/technology/the-gold-coast-s-answer-to-spacex-is-now-worth-605m-20240214-p5f4xu " target="_self" title="Link: https://www.afr.com/technology/the-gold-coast-s-answer-to-spacex-is-now-worth-605m-20240214-p5f4xu " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/technology/the-gold-coast-s-answer-to-spacex-is-now-worth-605m-20240214-p5f4xu " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> $55 million
- Zuck not <a data-cke-saved-href="https://twitter.com/thekitze/status/1758242059511623681 " href="https://twitter.com/thekitze/status/1758242059511623681 " target="_self" title="Link: https://twitter.com/thekitze/status/1758242059511623681 " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://twitter.com/thekitze/status/1758242059511623681 " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">going down without a fight with Apple's new Vision Pro
- Interesting medical use cases for <a data-cke-saved-href="https://twitter.com/Medivis_AR/status/1712101932402086367" href="https://twitter.com/Medivis_AR/status/1712101932402086367" target="_self" title="Link: https://twitter.com/Medivis_AR/status/1712101932402086367" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://twitter.com/Medivis_AR/status/1712101932402086367" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Vision Pro
- Zuck may be missing <a data-cke-saved-href="https://twitter.com/iamjasonlevin/status/1759598049200894190?s=46&t=LUYWpatAhdYFeYbU4Cbv0g " href="https://twitter.com/iamjasonlevin/status/1759598049200894190?s=46&t=LUYWpatAhdYFeYbU4Cbv0g " target="_self" title="Link: https://twitter.com/iamjasonlevin/status/1759598049200894190?s=46&t=LUYWpatAhdYFeYbU4Cbv0g " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://twitter.com/iamjasonlevin/status/1759598049200894190?s=46&t=LUYWpatAhdYFeYbU4Cbv0g " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">the point.
- AI boom continues:
- OpenAI Sora
- Google upgraded Gemini
- Nvidia releasing Chat with RTX
- Where is this all heading? Michael Jackson provides a <a data-cke-saved-href="https://www.linkedin.com/feed/update/urn:li:activity:7164538402690822144/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164538402690822144%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" href="https://www.linkedin.com/feed/update/urn:li:activity:7164538402690822144/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164538402690822144%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7164538402690822144/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164538402690822144%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7164538402690822144/?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7164538402690822144%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">summary of the <a data-cke-saved-href="https://www.nfx.com/post/ai-like-water" href="https://www.nfx.com/post/ai-like-water" target="_self" title="Link: https://www.nfx.com/post/ai-like-water" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.nfx.com/post/ai-like-water" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">"AI is like Water" article by Morgan Beller.
- Taylor Swift provides some lessons in a world of <a data-cke-saved-href="https:// https://www.youtube.com/watch?v=VVEM8HOSMQM " href="https:// https://www.youtube.com/watch?v=VVEM8HOSMQM " target="_self" title="Link: https:// https://www.youtube.com/watch?v=VVEM8HOSMQM " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https:// https://www.youtube.com/watch?v=VVEM8HOSMQM " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">AI GTM.
- Listed markets
- Super Micro Computer's CEO does an interview and the stock <a data-cke-saved-href="https://twitter.com/FinanceLancelot/status/1758838715978272789" href="https://twitter.com/FinanceLancelot/status/1758838715978272789" target="_self" title="Link: https://twitter.com/FinanceLancelot/status/1758838715978272789" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://twitter.com/FinanceLancelot/status/1758838715978272789" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">falls 20%.
- Nvida has big shoes to fill from a valuation point <a data-cke-saved-href="https://www.ft.com/content/0cffec6e-ede8-4513-93b1-bb45f03e6595?shareType=nongift " href="https://www.ft.com/content/0cffec6e-ede8-4513-93b1-bb45f03e6595?shareType=nongift " target="_self" title="Link: https://www.ft.com/content/0cffec6e-ede8-4513-93b1-bb45f03e6595?shareType=nongift " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.ft.com/content/0cffec6e-ede8-4513-93b1-bb45f03e6595?shareType=nongift " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">of view.
- Markets are melting up.
