alt Hacker NewsIt's so excellent that the walls are coming tumbling down.
Walls and moats are just not viable in the way it used to be: the market tightly demands agency, and it's not something your company can provide solo. The point is that users want to intermix their experiences.
Figma's been super super punished by the market (down from $80 ish ipo in August to $20-$30 since Jan). The faith that AI is somehow is going to build such a mass adopted product that works so relatively well; seems weird. Figma really made strong up front choices to make such strong bones for their work: it feels rare to see companies go for such deliberately chosen high technology web, and it feels like these choices (wasm, multiplayer, etc) have been so core to building such a great business.
Definitely don’t believe AI is going to “one-shot” Figma. But Figma was built for a world where product design is a stand-alone step in a series of discrete steps with hand-offs between them. It was a place where design started and ended, for a while at least. If people don’t see it as a starting point anymore, it becomes a very different business & product.