Australia's Housing Crash

NVIDIA

Canva's Valuation Markdown

Adam and Adir unpack the growing pressure in Australia’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’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’s valuation gets marked down, SaaS multiples come back to earth, and Blackbird raises another billion dollars.

00:00 - Australia's Housing Crash
10:21 - NVIDIA
24:45 - Canva's Valuation Markdown

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/

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.
00:00 - Australia's Housing Crash 10:21 - NVIDIA 24:45 - Canva's Valuation Markdown
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>

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.