[nvr219]

Great analysis.

[SV_BubbleTime]

And this all only kind of reads like an ad.

[worthless-trash]

Glad i'm not the only one who saw it that way.

[adastra22]

It’s a terrible analysis that ignores that LLMs destroy most of the value proposition of Figma, and this is a last chance to find a bigger bag holder.

[bakuninsbart]

On the contrary, Figma's value proposition is increased by LLMs. Current coding assistants are like savant-idiot junior devs: They have relatively low reasoning capabilities, way too much courage, lack taste and need to be micromanaged to be successful.

But they can be successful if you spell out the exact specifications. And what is Figma if not an exact specification of the design you want? Within a couple of years the Frontend Developer Market might crash pretty hard.

[rhubarbtree]

Looking forward to seeing an LLM that can produce good design. Figma is working on this themselves, they have the distribution, so even it came to pass why wouldn’t they own the market? They have the data and the resources to buy more.

[arathis]

Hi. Ran a design studio. Used Figma religiously. Having now moved in-house, I’m leaning way more on llms and prototyping.

I don’t think Figma goes way, but I do see it receding.

[bilbo0s]

Just, Devil's Advocate, but..

I mean..

you can create a lot of wealth for yourself by finding the bigger fool so to speak. And arguably, that's what a lot of tech IPOs are in any case, so why single out Figma for engaging in the practice?

[samsolomon]

I mean in the future there are probably no PMs, Designers or Engineers. All those roles are going to converge. There will be a bunch of people that build and manage the software that creates software.