Only 33% of Figma's users are designers. 30% are devs, 37% are PMs and execs. That's their growth story and now their liability. The non-designers who made Figma huge are exactly who Claude Design and friends can peel off first.
Yes, low-end disruption can totally disrupt a company’s revenue source and therefore its ability to continue to innovate and sustain its valuation…
Claude Design doesn’t even need to be better than Figma, it just needs to be able to take some of its customers away.