If you look at Figmas stock price, it started falling right at 11 AM as this news was released.
Anyways, this is 100% a shot at Figma, but also catching Lovable in the crossfire. If anybody from Anthropic is reading this, if you keep developing this with features in Figma and other design tools, you'll have a major hit on your hands.
This is 100% a response to "Stitch With Google" which has been doing amazing work in this space for a long time now, and is Google's answer to Lovable.
https://stitch.withgoogle.com/
I'm now pasting all my Stitch output into Claude Design to see what happens.
edit: First impressions are great. It asked me a ton of really great questions about my design aspirations and direction, which were incredibly relevant and insightful. Waiting to see what it makes.
edit2: It did astonishingly well with the first design pass. Really outstanding. This is probably going to be my primary prototyping tool until the Next Best Thing(tm) drops in a few weeks.
Figma's stock has been on a sharp downward trend over the last year. This isn't a notice-able change to their stock price at all. They're down 30% just in the last month, with many days being -5% to -10%.
They're down 80% over the last year. Ouch.
On the other hand, Canva made a genius move to partner with Claude for this. One of my favorite products as a non designer.
We all hope this to be easy but it is extremely difficult to get 2 departments with different reporting structure work together. Getting 2 companies work together for mutual benefit is like asking 2 political parties to work together.
Isn't this something Figma could easily integrate? Then you'd have the best of both worlds
Is this really that big of a moat for Figma to cross though? They would have a much easier time integrating AI than the other way around
I’d be more concerned with the stock’s trajectory (continual decline) since the IPO than with whatever happened since 11AM.
I started using Pencil for my UI designs and they just introduced animations and I was like they just kicked Figma and now this. Figma might just become another Blockbuster.
The folks at Wall Street do not understand this does not replace Figma.
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.
But like you said, if anthropic adds the tools in Figma, only then they can can take customers from Figma IMO.