CANVA TARGETS ENTERPRISE, INVESTS IN AI MODELS

Perkins outlined Canva's strategy to capture enterprise customers while competing against larger AI companies developing their own generative tools. The CEO addressed the company's approach to token pricing and justified investments in developing internal AI models rather than relying solely on third-party services. The interview covered Canva's positioning in a market increasingly dominated by AI capabilities. Perkins emphasized how the platform integrates AI features to enhance its core design functionality for both individual and enterprise users. Canva's push into enterprise represents a significant shift for the company, traditionally known for serving individual creators and small businesses. Building proprietary models allows Canva greater control over features and pricing structures compared to licensing technology from established AI labs. The discussion reflects broader industry trends as software companies reassess their reliance on external AI providers and consider developing in-house capabilities to differentiate products and improve margins.