4 ms·
No moat
by yieldcrv 2y ago
No moat
- pedalpete 2y agoTell that to all the companies that have tried to compete with Canva and failed. Canva's game it to get all your company assets managed on Canva. Then try shifting away.
- seanp2k2 2y agoDidn't work so well for Dropbox because they failed to emulate the 40-year-old technology of WYSIWYG editors. Then again, GDrive still makes desktop users suffer the touch-first interfaces and non-customizable gigantic touch margins, but at least their spreadsheets and doc editor more or less work. Some day, one of the most valuable companies on the planet will finally solve the intractable problem posed by filling in PDF forms in a way that works every time and allowing them to be printed as-filled. I'm sure a few more trillion in AI will solve this some day.
- dangus 2y agoI mean, seems like there are a whole lot of companies that came before them in the same space. Increasing their price by 300% is making the Adobe Express individual plan look like a steal, and it makes them vulnerable to startups that have a new price ceiling target.
- bigfatkitten 2y agoCanva's moat is their pre-made templates, clip art and other design elements. They have such a huge and ever expanding library that it is difficult for competitors to catch up. They underinvested in R&D, and now they're scrambling to integrate the same AI platforms as everyone else. This isn't moat for them.