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Canva’s “Good Enough” Advantage
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Shaurya Grover

Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

Canva’s “Good Enough” Advantage

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Shaurya Grover

The Globalisation of Digital Health
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Jack Breaks

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Judy Lin


Hims & Hers’ $1.15bn acquisition of Eucalyptus signals a shift from local telehealth startups to global platforms. By controlling the distribution of weight-loss drugs, the company is betting on subscription healthcare at scale.

The Globalisation of Digital Health

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Jack Breaks

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Judy Lin


The Fiber Bet
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Audrey Kim

Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The Fiber Bet

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Audrey Kim

The $100 Billion AI Arms Race
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Brayden Gibeau-Stannard

Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The $100 Billion AI Arms Race

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Brayden Gibeau-Stannard

The Two Shocks to America’s Workforce
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Corbeau Martin Caldwell

AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

The Two Shocks to America’s Workforce

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Corbeau Martin Caldwell

The Office Market’s New Reality
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Diya Mangaraj

Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

The Office Market’s New Reality

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Diya Mangaraj

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