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The “Figma is done” crowd, meet reality
When Anthropic rolled out Claude Design in April, the doomsday take was easy to find: if AI can spit out interfaces from a prompt, why would anyone keep dragging boxes around in Figma? Classic Silicon Valley panic. New shiny thing appears, everyone starts writing the obituary.
But Figma’s latest move says the story is a little less dramatic than the hot takes suggested. The company raised its full-year outlook, which is basically corporate speak for: “Relax, we’re still seeing enough demand to lean a little more optimistic.”
Why investors should care
That matters because Figma lives right in the danger zone of the AI narrative. It’s the kind of software people love to call “disrupted” before the numbers actually show it. A stronger outlook suggests the product still has staying power, even as AI-assisted design tools get more capable.
For investors, the key questions are now:
- Is AI a replacement, or just a faster way to get to Figma’s canvas?
- Will product teams use prompt-to-interface tools for first drafts and still finish in Figma?
- Can Figma keep turning AI hype from a threat into a feature?
Big picture: this is another reminder that the AI revolution is not a neat death sentence for every software company. Sometimes the market sees a guillotine; the business sees a feature request.