canva

Design software company Canva has lowered its annual revenue growth forecast by one-third to 20% due to AI feature delivery costs far exceeding expectations. CEO Melanie Perkins stated that user demand for AI features "significantly exceeded expectations," but the company has decided to postpone the large-scale launch of related products until it optimizes its architecture, reduces unit costs, and improves its business model. Since the release of Canva AI 2.0 in April, the cost per task has decreased by nearly 90%, but the volume of designs generated by AI users is three times that of previous versions, and economic pressures remain.This case reflects a common dilemma in the software industry: the cost of AI inference is breaking the traditional software "zero marginal cost" profit logic. Pitchbook analysts pointed out that Canva and Figma are the "most obvious signals" of this trend. Figma's free cash flow profit margin in the second quarter has dropped from 27% in the first quarter to 14%, and revenue growth in the third quarter is expected to slow from 48% to 36%. Canva previously sold employee shares at a valuation of $42 billion, and the market had anticipated its IPO in 2026, but analysts now believe the IPO may be delayed until next year.

ChainCatcher message, OpenAI announced on social media that its Canvas feature is now fully available in the 4.0 version model, allowing users to use it on the web version and Windows desktop application. This feature aims to collaborate with ChatGPT in a whole new way to draft, edit, and receive feedback on writing and code.Canvas supports users in easily importing text and code through an improved copy-paste experience, and it can directly run Python code. Users can also leverage ChatGPT to fix bugs in the code based on console errors. Additionally, the Canvas feature is now compatible with custom GPTs.

ChainCatcher message, Ethereum Layer2 network Scroll launches its on-chain personality and reputation portal Scroll Canvas. By interacting with various projects within the entire Scroll ecosystem, users will be able to collect certain achievements in the form of "badges." Canvas is an open-source, permissionless, community-driven platform.It is reported that any project on Scroll can issue badges and set parameters for how to obtain these badges. In addition, users who mint Canvas will receive a token in Session 2.

ChainCatcher news, Gitcoin announces the launch of the Grants Program Canvas, aimed at simplifying the creation of Web3 funding programs. The Gitcoin Grants Program Canvas is a free tool co-developed by Gitcoin and partners such as Arbitrum, Optimism, Uniswap, and Polygon. It adopts a visual and modular approach, taking on the complex task of planning grant programs and simplifying it into four key stages: Define, Design, Execute, and Learn.