Tribe Talkin Ep 117: Cliff Scares Canva. Celebrity Funds. Federation Admits Fail. Good Business Does Not Equal Venture Business. Sharts

Why AI is making it easier to build profitable “non‑venture” businesses (and why founders might skip VCs and the rat wheel) to examples of speed and traction - like healthcare AI scribe Heidi racing from $0 to $50M in 24 months. We discuss Federation Asset Management’s Sendal blow‑up and its oddly tone-deaf investor letter. Kiki's April Fools “shutdown” post backlash, Canva staff anxiety after a Slack note about velocity and headcount, and Anthropic partnering with Xero amid commoditization fears. Themes include chasing AI experiments vs real revenue outcomes (aka “stop building funnels, call the top 10 people”). "Sharts" looks at fuel prices, yield curves, money supply, and even diamonds falling thanks to lab-grown competition.