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.
Tools like Figma are for an era (and persona) who still wants to have all the various knobs and dials to dial in exactly what they want. And that is one way of working if, like you said people are trying to be more thoughtful and know exactly what they want.
But for the other 95% of people, being able to just say "ok can you make it look more modern" and have 4 variants in 5 mins, (like me) Figma will lose users like me.
But then again I was never a "designer" – more a builder.
> 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.
this overlap has been widening incredibly quickly. lots of designers are now writing code with the help of cursor, claude code, etc.
even if you believe "real designers" wont ever use this product, it's not hard to see how a low barrier-of-entry tool could affect Figams bottom line. slowing down Figma's adoption from the new wave of entry-level designers who dont already have muscle memory would not at all surprise me at all.
> does not replace Figma
Not entirely but I would use this and not Figma. I am passionate about system design not visual design so I don’t want to waste time in figma.
I think they understand that the people running businesses are going to look at this vs a human who uses Figma and realize how much more cost and time efficient it is to pay for a machine than a human.
Why can't it replace Figma? Seems like Figma is a thin UI layer on top of Claude Design.
All Figma has spent the last 2 years doing is trying to get designers to use their Cursor/Claude Code text to code app.
Not convinced Figma cares about traditional design craft anymore.
Thats like saying Claude Code is targeted at coders who cant code (which I know some poeple believe)
Just last week, I asked the designer on my team to try working in Codex instead of Figma. It’s just not a great workflow to pass a figma file to a developer to implement. She hasn’t wanted to go back yet…
> Figma is targeted towards designers who create thoughtful design systems
How many such people does the world need? Probably less than 1,000. Not a very big market for Figma.
Maybe Figma is better for large teams. Even here, teams are getting smaller and smaller.
But for me, I will never use it again.
Nevertheless, Dylan has done a bad job in communicating stuff about Figma to the stock market and why it won't get toppled.
He should probably go and let someone else take the reigns.
>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.
The challenge is that this sets an expectation of what "design" is, de-valuing the former and shifting us culturally towards the latter and a space where "design" is seen as a subjective visual exercise with little intrinsic value.