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.

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Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

5 • 1 Ratings

🗓️ 22 February 2024

⏱️ 99 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode Webpage with all the charts : https://go.tribeglobal.vc/podcast/episode-39-tribe-talkin-ep-29-canva-cfo In todays episode of Tribe Talkin': Canva's CFO Damien Singh resigns: Tegan Jones of Smart Company first article. Bronwen Clune of Capital Brief first article. Tess Bennett and Jessica Sier of AFR article. Tegan Jones of Smart Company second article. Bronwen Clune of Capital Brief second article. Jessica Sier and Paul Smith of AFR article. David Swan of SMH article. Bronwen Clune of Capital Brief Toxic Positivity. Lucy Wark LinkedIn post. Ansarada acquired for $263 Million. Altium take over offer from Japan's Renesas. Haris Qureshi provides a great tech summary Three Aussie startups that raised $198.4 million this week: Bugcrowd: $156 million. Diraq: $23 million. Marqo: $19.4 million. Fat Zebra (undisclosed). Gilmore Space raises $55 million. Zuck not going down without a fight with Apple's new Vision Pro. Interesting medical use cases for Vision Pro . Zuck may be missing the point. AI boom continues: OpenAI Sora. Google upgraded Gemini. Nvidia releasing Chat with RTX. Where is this all heading? Michael Jackson provides a summary of the "AI is like Water" article by Morgan Beller. Taylor Swift provides some lessons in a world of AI GTM. US Listed markets: Super Micro Computer's CEO does an interview and the stock falls 20%. Nvida has big shoes to fill from a valuation point of view. Markets are melting up. - Listener feedback which we very much [email protected]

Transcript

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0:00.0	We had such a big episode this time.
0:11.5	I think we've got to be careful that the intro doesn't become longer than the episode.
0:14.5	So let's touch on the really high level things.
0:16.6	Well, we kicked off talking about ourselves selfishly, but then the big news of the week was the resignation of the CFO from Canber.
0:23.6	So we talked about that a little bit.
0:24.6	And we discussed the news of Ansarada being acquired for $263 million.
0:29.6	Yeah, and some of the MNA activity with Altium receiving a takeover off a bid of $9.1 billion by a Japanese company. Yeah, some big numbers.
0:40.1	And a shout out to Harris Kureshi, who writes this week in Aussie startups and also
0:44.1	Eloise Keating on writing an article in smart company that actually then breaks down,
0:48.8	a range of companies that have raised money from bug crowd to Marco to Fat Zebra, Hatch, Gilmore Space, which is really great.
0:57.5	Yeah, then we spoke about the Apple Vision Pro and Zuck's response, counter fight back,
1:02.5	and talk about their own VR product or AR product as well.
1:06.5	You can take the MMA fight out of the boy, but you can't take...
1:10.0	No, no take any...
1:11.6	I don't have been touched on Open AI with their new features they've introduced.
1:15.6	Yeah, and that led into a great chat about AI and where it's heading and the exponential growth curve that it's on.
1:22.6	And in dealing with that, we're going to have to get really focused and really clear.
1:25.6	And we looked at the
1:27.8	Taylor Swift lessons that could be learned from that in homage of the great artist arriving
1:34.2	on our shores. Nothing like a Taylor Swift insight for founders. Invidia earnings were going to come out
1:40.2	and so we talked quite a bit about the markets and I put up some charts on where everything
1:46.3	is either going or not going a lot of charts are conflicting with each other yeah but another great
	...

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