Canva Just Made the Design Layer Invisible
Here's the moment the design moat evaporated: Canva announced direct integrations with both ChatGPT and Claude this week. You can now generate a fully branded, on-brand presentation without ever leaving a text-based AI chat. Your company's logo, fonts, and color palette flow in through Canva Brand Kits. The human never touches a design tool.
Think about what that means. The entire visual design layer—the thing that justified $40/month SaaS subscriptions and entire design teams—is now an API call. You type "make me a Q1 board deck" into ChatGPT, and Canva's engine does the rest. The slides look perfect. They always look perfect. That's the problem.
When everyone's slides are beautiful, beautiful stops being a signal. It becomes noise. The only variable left is what you actually said—the argument, the structure, the story. Morningstar's coverage noted this effectively commoditizes the design layer entirely, and they're right. The question is whether Canva understands it's now in the narrative business, not the design business.