Canva Cuts Forecast Amid AI Cost Surge, ChatGPT User Flight
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- Canva cut its revenue growth forecast as popular new AI features drove up costs, forcing the company to slow their rollout
- Canva, which has more than 200 million users, saw more of those users move to ChatGPT amid the AI rollout slowdown
Why it matters: For Canva's 200+ million users, the AI features meant to drive the next growth phase are now pressuring margins and feeding user attrition to OpenAI's ChatGPT — meaning the competitive moat in accessible design may be narrowing exactly as Canva invests most heavily in AI.
