The bulls' theory is that right now the person who doesnt know how to design pay a designer that will use figma, but with something like claude design they can just vibecode the thing without having to get a designer involved.

Its making alot of bold assumptions, but we live in interesting times so thats par for the course

>Figma is targeted towards designers who create thoughtful design systems and cohesive UIs and who don't code, while this is targeted towards vibe coders who can't design. Two different circles that intersect to some level.

The challenge is that this sets an expectation of what "design" is, de-valuing the former and shifting us culturally towards the latter and a space where "design" is seen as a subjective visual exercise with little intrinsic value.

Tools like Figma are for an era (and persona) who still wants to have all the various knobs and dials to dial in exactly what they want. And that is one way of working if, like you said people are trying to be more thoughtful and know exactly what they want.

But for the other 95% of people, being able to just say "ok can you make it look more modern" and have 4 variants in 5 mins, (like me) Figma will lose users like me.

But then again I was never a "designer" – more a builder.

Tailwind is for those who could code but can’t design.

Figma is for those who could design but can’t code.

This is for those who could neither design nor code.

> this does not replace Figma

It probably reduces the tasks which customers might engage an agency using Figma, though. Down the line, creeping onto Figma’s turf absolutely becomes a strategy for Anthropic.

> Figma is targeted towards designers who create thoughtful design systems and cohesive UIs and who don't code, while this is targeted towards vibe coders who can't design. Two different circles that intersect to some level.

this overlap has been widening incredibly quickly. lots of designers are now writing code with the help of cursor, claude code, etc.

even if you believe "real designers" wont ever use this product, it's not hard to see how a low barrier-of-entry tool could affect Figams bottom line. slowing down Figma's adoption from the new wave of entry-level designers who dont already have muscle memory would not at all surprise me at all.

Design systems are a means to an end. They’re as much about enabling delivery without requiring a designer to design every feature from scratch each time as they are about ensuring cohesive overall design. I can see this being a viable alternative path to the first if you’re happy with a slight hit to the second.

I think they understand that the people running businesses are going to look at this vs a human who uses Figma and realize how much more cost and time efficient it is to pay for a machine than a human.

All Figma has spent the last 2 years doing is trying to get designers to use their Cursor/Claude Code text to code app.

Not convinced Figma cares about traditional design craft anymore.

> vibe coders who can't design

That's meeeee.

Why can't it replace Figma? Seems like Figma is a thin UI layer on top of Claude Design.

Thats like saying Claude Code is targeted at coders who cant code (which I know some poeple believe)

Just last week, I asked the designer on my team to try working in Codex instead of Figma. It’s just not a great workflow to pass a figma file to a developer to implement. She hasn’t wanted to go back yet…

100% this, Figma is more than just a "design" tool. Same as jira is not just a crud app for tasks. It is integrated in pipelines, people's expertise, CVs and CTO's minds. And to bet on AI company building a competitor to Figma - good luck with that. Just a pilot project for PR, nothing more than that. Sora 2.0 basically.

> does not replace Figma

Not entirely but I would use this and not Figma. I am passionate about system design not visual design so I don’t want to waste time in figma.

> Figma is targeted towards designers who create thoughtful design systems

How many such people does the world need? Probably less than 1,000. Not a very big market for Figma.

Maybe Figma is better for large teams. Even here, teams are getting smaller and smaller.

But for me, I will never use it again.

You could have stopped at

> The folks at Wall Street do not understand

Nevertheless, Dylan has done a bad job in communicating stuff about Figma to the stock market and why it won't get toppled.

He should probably go and let someone else take the reigns.

I think the target market for this is small businesses wanting to throw together quick concepts without needing to hire a contractor necessarily. This smells more like Squarespace and what they did for brochure websites / portfolios than anything else, but perhaps more general purpose.