Housing Crash Gets Real, NVIDIA’s AI Factory Gamble, Canva’s Markdown

<p>Adam and Adir unpack the growing pressure in Australia&rsquo;s housing market, with falling prices, sticky inflation and the fallout from the federal budget creating a messy economic picture. They also dig into NVIDIA&rsquo;s latest AI infrastructure financing play, why CUDA may not be as untouchable as it once looked, and whether the AI boom is starting to look more fragile. Plus, Canva&rsquo;s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars.</p> <p>00:00 - Australia's Housing Crash<br>10:21 - NVIDIA<br>24:45 - Canva's Valuation Markdown</p> <p>Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/?utm_source=chatgpt.com" data-start="3969" data-end="4003">https://www.thecontrarianspod.com/</a></p>