Zach
@zd
are you buying figma stock when they ipo? why or why not?
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Garrett
@garrett
Do you think AI models make Figma less valuable as a tool?
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kevin mfer 🎩
@kevinmfer
i use sora more than i use photoshop nowadays, i think of v0 in figma case
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Garrett
@garrett
yeah that’s basically my line of thinking i think enterprise software startups have a real shot to unseat incumbents (big and small) if they can beat them at building AI into their respective products
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krel
@krel
thoughts: - figma is relatively fast moving for a largish company (compared to eg adobe) - figma has distribution and platform advantage, as well as a fairly complex product that is not super easy to copy - even if somoene does copy figma and make superior use of AI, its pretty easy for figma to just steal back the AI features features does not make good companies, similar to how cursor is unlikely to win against eg VSC
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Zach
@zd
good take
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