Q&A with Canva CEO Melanie Perkins on the company's growth in enterprise, competing with AI labs, token pricing, investing in its own models, and more (Nilay Patel/The Verge)
THE SO WHAT
Canva treating token pricing and its own models as core strategy says the 'AI feature' phase is over — design platforms are now de facto model platforms with UX on top. If you're an application layer company, you either own your economics on tokens or you become a thin skin over someone else’s margin structure.
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