Voize raised $50M for nursing documentation AI. Abridge raised $300M at $5.3B valuation. The 10× gap reveals what healthcare really values—and what happens when efficiency gains hit an industry that already cuts corners on staffing.
Good Morning from San Francisco, When Jeff Bezos warns about industrial bubbles, listen to his checkbook, not his speeches. When
Six weeks after calling AI an 'industrial bubble,' Bezos commits $6.2 billion to Project Prometheus. Not contradiction—strategic positioning. The physical AI startup may be less about commercial AI than vertical integration for Blue Origin's ambitions.
Canva launched its biggest platform update yet. The design giant now lets users create apps through voice commands and turn data into visuals - no coding needed. Their 230 million users include big names like Salesforce. But what's really brewing behind the scenes?
Canva just launched its biggest update since 2012. The design platform now lets anyone create interactive apps and crunch numbers in visual spreadsheets - no coding required.
The new Visual Suite 2.0 brings AI to everything. Users can generate designs by speaking to an AI assistant, turn spreadsheets into infographics instantly, and create interactive calculators with simple prompts. It even includes AI-powered photo editing that lets you modify specific elements with a click.
Most notably, Canva introduced Sheets - a visual take on spreadsheets that automatically spots patterns and creates charts. The tool connects with platforms like HubSpot and Google Analytics to import data seamlessly.
The heart of Visual Suite 2.0 is Canva AI, a voice-enabled assistant that turns conversations into designs. Users speak their ideas, and the AI creates slides, images, and text. This removes the intimidation of starting with a blank page.
The AI also powers photo editing features. Users can now click on specific parts of an image to modify them or generate new backgrounds that match existing lighting and layout. The system understands natural language commands, making complex edits accessible to everyone.
Canva Code marks the company's bold move into interactive design. Users describe what they want - like a calculator or quiz - and the system generates working applications. This opens up new possibilities for presentations, landing pages, and classroom resources.
The company partnered with Anthropic to develop this feature after noticing their internal teams using AI for prototyping. While other startups offer similar capabilities, Canva's integration makes it uniquely accessible to its massive user base.
Canva Sheets reinvents how people work with data. The tool automatically analyzes spreadsheets to surface insights and creates branded visualizations. Users can import data from various sources and transform raw numbers into scrollable reports or animated charts without learning complex formulas.
For business users, Canva added bulk content creation tools and enterprise-grade features. The platform now offers single sign-on, access management, and an indemnification program for AI-generated content. Major companies like T-Mobile, Salesforce, and FedEx already use Canva for their design needs.
The platform serves over 230 million monthly users and generates $3 billion in annual revenue, up 30% from last year. This growth suggests Canva's strategy of offering free services while upselling to professionals and enterprises is working.
While Canva pushes ahead with AI, some artists worry about their work being used to train these systems. The company faces the same challenges as Adobe and others in balancing innovation with creator rights.
Canva's co-founder Cameron Adams sees AI as transformative rather than threatening. He believes AI tools will change how everyone works, from designers to engineers. The company lets users opt out of AI training on private content by default.
Why this matters:
Six weeks after calling AI an 'industrial bubble,' Bezos commits $6.2 billion to Project Prometheus. Not contradiction—strategic positioning. The physical AI startup may be less about commercial AI than vertical integration for Blue Origin's ambitions.
OpenAI's CEO celebrated getting ChatGPT to avoid em dashes after three years of trying. The "fix" shifts probabilities, not guarantees. Writers face AI accusations for using punctuation correctly. Meanwhile, the company raises billions promising superintelligence.
Apple's board is preparing for Tim Cook's exit as soon as 2026, favoring hardware chief John Ternus as successor. The choice reflects a calculated bet: that winning AI requires chip-level control, not cloud infrastructure. Cook leaves at peak financial success but relative decline in AI positioning.
Baidu's ERNIE 5.0 matched GPT-5 on benchmarks and undercut OpenAI on price. Investors sold anyway, dropping shares 9.8%. With 1,500+ AI models competing in China, technical excellence stopped being enough to win.
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