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

<p>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&rsquo;s shareholder revolt, Corporate Travel Management&rsquo;s surprise rescue deal, Zoox&rsquo;s lost upside, the return of hardware startups, and why Disney might be one of the rare businesses with almost every major competitive power.</p> <p>00:00 - Defcon Merch and Tansu&rsquo;s First Week<br>07:14 - Zoox<br>16:31 - Vanguard Smart Glasses<br>23:05 - Leo Esaki's Five Don'ts<br>27:47 - Disney's Hidden Powers<br>35:53 - GTA VI<br>43:13 - Eureka Pet Co.<br>48:20 - Victoria's Crime Problem<br>58:04 - Canva<br>1:13:19 - Xero's Shareholder Revolt<br>1:20:40 - CTM</p> <p><strong>The first 20 listeners to use code "TCfirst20" at Tanssu.com will redeem the offer mentioned in this week's episode: <a href="https://www.tanssu.com/discount/TCfirst20">https://www.tanssu.com/discount/TCfirst20</a>. Add &ldquo;The Set&rdquo; to your cart in any colour. Then at checkout, the code will remove the cost of the tote.</strong></p> <p>Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/" data-start="3638" data-end="3672">https://www.thecontrarianspod.com/</a></p>