Early AI adoption focuses on productivity (e.g., writing copy faster). The next stage of maturity is using AI to directly impact revenue. For example, Canva uses AI to create and test 20% more ad variations, leading to more engaging, higher-converting campaigns that drive business results.

The turning point came when a simple OpenAI API call solved a customer's problem more effectively than their complex, slow data science script. This stark contrast revealed the massive opportunity in leveraging modern AI and triggered their pivot.

The decision to move from Arc to Dia was less about Arc's limitations and more about the founders' profound conviction that AI was a fundamental platform shift they had to build for from scratch. The pull of the new technology was a stronger motivator than the push from the existing product's challenges.

Canva avoids competing with giants like OpenAI on foundational models. Instead, it partners with them for general tasks while focusing its 100-person research team on specialized models for core design problems, like its 'Magic Layers' feature, where no adequate external solution exists.

Canva's CEO views "one-shot generation" as the first, limited phase of AI. The next frontier, or "AI 2.0," involves iterative and agentic orchestration where the AI acts as a creative partner, helping to refine a design through a series of adjustments rather than just creating a single final output.

The ability for Canva's AI to orchestrate complex designs across documents, presentations, and videos wasn't a recent development. It was built on a decade of investment in a single, flexible design format, which provided the necessary architectural foundation for a design-focused foundational model.

Canva views its AI as the third evolution of design interfaces. The first was pixel-based (e.g., Photoshop), the second was object-based (classic Canva), and the new era is concept-based, where users describe an idea and the AI generates an editable first draft.

Instead of picking a single AI tool "winner" for internal use, Canva intentionally gives its teams access to a wide array of models and platforms. This encourages constant experimentation and upskilling, ensuring the company's talent adapts quickly to the fast-changing AI landscape.

Canva dogfoods its AI by integrating it into core business processes. Employees can now dictate thoughts to Canva's AI, which automatically structures the input into the company's standardized "Complex Decision Making" template, complete with goals, options, and pros/cons.