Interesting! I wrote this approach up (more or less - extract design system -> make templates -> export) some time ago and I've found it unbelievably powerful: https://martinalderson.com/posts/how-to-make-great-looking-c....
I use it all day every day with Claude Code. I sometimes wonder past code if this has had the biggest impact on my day to day productivity, either having to make do with semi-bad looking reports or have a designer design them (which is slow).
Sort of feel sorry for Figma in a way though, given all the "partnerships" (highlighting their MCPs) and case studies they've done with Anthropic and then they release this. I note there isn't a testimonial from them this time.
I'm surprised how poorly Figma have used "AI" in general - given they were the "gold standard" in taking emerging technologies (WASM etc) and making an incredible product. The Figma Make thing was incredibly underwhelming, I managed to extract the system prompt out and it's basically just Gemini 3 Pro with a design prompt. Perhaps the original team has left?
They are extremely exposed imo. While all the UI/UX designers will continue using it for the forseeable, I strongly suspect a lot of their (A/M)RR was coming from extra seats for PMs, developers, etc to view and export and do commenting on the files - not core designer usage. I think a lot of this just won't happen on Figma as much.
I think you hit the nail on the head - I bet Adobe and Figma get most of their sold seats from people who don’t really need the full tool and are basically just using it as a viewer and to make very small adjustments or notes
I tried Figma again after a few years expecting that they'd surely have a tool that lets me describe a design and then it generates a Figma design file.
Nope. Figma Make first renders an HTML/React app with your design. Then you could convert to a Figma design file if you have a pro plan. Extremely underwhelming.
There's hardly any difference between using Figma and just designing it with Codex and Claude Code. And now, Claude Design seems to get it right.
>I strongly suspect a lot of their (A/M)RR was coming from extra seats for PMs, developers, etc
their seats system has always been brutal it’s extremely easy to have the seats balloon if you’re not careful and if they’re yearly there is only a 30 day window a year where you can cancel them when the banner to do so appears.