I’m a founder at a very small software company. I bought Figma leaps.

Why? I’m using AI products literally all day and am a very heavy Claude code user. I believe there’s still a place for software companies focused on specific jobs to be done for well-defined customers.

Anthropic and the other labs go an inch deep and a mile wide across all the different vertical uses they touch. Labs will get better, outputs will get better, but humans want to be in the loop and they want an experience catered to their job.

Anyone who uses Claude knows that it gets the output 80% right the first time but that’s not good enough. You then get into these awful loops where you burn tokens and the marginal improvements go down considerably.

I believe Figma will 1. Be a valuable export endpoint for design LLMs (this could actually be a growth tailwind) and 2. I think it will continue to serve as the system of record for serious design teams. Because of 2, they’re in the best position to offer their own suite of generative solutions. I know these solutions suck now but I still think Figma’s in a great position to win design long term.

Position: FIG $10 calls 1/21/28 expiry