The Twenty Minute VC (20VC) · Thursday, August 13, 2026
The discussion delves into the impact of AI on creative software companies like Adobe, Figma, and Canva. Jason argues that while companies like Canva are experiencing growth slowdowns due to AI serving costs, the larger question is whether these companies can integrate AI as a feature or become obsolete. He notes that AI is making many 'no-code' tools redundant.
“The big question for all three of them is, is AI going to be a feature they can incorporate or is it a new new thing that makes them obsolete?”
“The nerdier version, I'm Jad said about AirTable. You know, he said, quote, no criticism, but the era of no code is over.”
“And if it's chat GPT man, is it a blessing or a curse that they didn't go public already then?”