Canva’s Investor Dumpster Fire, Xero’s Shareholder Smackdown, CTM’s Lifesasver Deal and GTA's $3.5bn Bet

Adam and Adir unpack the investor fight building around Canva, AirTree and the painful question of when early backers should finally get liquidity. They also dig into Xero’s shareholder revolt, Corporate Travel Management’s surprise rescue deal, Zoox’s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power. 00:00 - Defcon Merch and Tansu’s First Week07:14 - Zoox16:31 - Vanguard Smart Glasses23:05 - Leo Esaki's Five Don'ts27:47 - Disney's Hidden Powers35:53 - GTA VI43:13 - Eureka Pet Co.48:20 - Victoria's Crime Problem58:04 - Canva1:13:19 - Xero's Shareholder Revolt1:20:40 - CTM The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: https://www.tanssu.com/discount/TCfirst20. Add “The Set” to your cart in any colour. Then at checkout, the code will remove the cost of the tote. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/See omnystudio.com/listener for privacy information.