Not sure Claude Design really competes with Figma.

While it has a strong potential to let people iterate on using a design without the nuts and bolts of going back and forth with a designer, CD operates at the "leaf-node" level, where the output is generated.

However, a lot of design has a deeper life-cycle than that. There's the collaboration, pitching, review, iteration, asset management, etc.

In fact, the first step for using CD is "onboarding", where it sucks up a design system from your existing assets/resources. It presumes you already have a design.

As it stands now, CD is one way... existing design -> task specific resources. This could be very useful, but only touches on a part of what a complete design tool does. But for iteration it's not so great. E.g. task specific concerns don't have a way to feed back to the originating design. Changes to the originating design don't have a direct path to feed back to the task specific output (e.g., when a logo or branding focus changes, or maybe just spacing guidelines are updated, the ad hoc processes around CD will have to be repeated if the changes are to actually land.)

I'd think AI design integrated with Figma is in a much better position to address these more complicated scenarios.

I doubt Claude Design even cares about these deeper scenarios, BTW -- it's intended as a leaf-node tool. Just pointing out it's not about to replace Figma or other more comprehensive design tools.