Figma, every mention
393 scenes, the whole family · ← back to Figma
tap a year for its mentions
every year anyone Harry Stebbings 425Jason Lemkin 133Rory O'Driscoll 25Dylan Field 21Sean Boscanian 19Kyle Parrish 16Mamoon Hamid 9Everett Randle 8Gokul Rajaram 7Des Traynor 7
Verbatim, from the transcripts: the passages where Figma comes up
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 57:42 Rory O'Driscoll Look, I mean, Figma went through, you know, the most exhausting process of being, you know, signing a deal with Adobe at 20, having the deal be delayed, having the deal be denied by the DOJ, having to summon up their courage, raise another… 3 times in the scene
How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski
- ▶ 31:49 Matt Swulinski Uh, but that's usually, people are, like, terrified to get started with YouTube because of that reason, but just, like, go into, go into Figma, make a template that's a static asset, throw your video in that and just export that.
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 3:04 Rory O'Driscoll There's Figma, which is also public, doing at 1.4 billion, growing at 40%, the fastest. 5 times in the scene
- ▶ 16:43 Jason Lemkin The, the tough one, and it, it's the, is that, you know, that whole, whether that whole business, which will shortly be a billion in revenue, it, you know, a lot of it could have been Canvas if, if, if, if they aggressively got into it,… 2 times in the scene
- ▶ 18:00 Harry Stebbings Can you give me an example of a Figma or a Canva generation company that has gone, hell, I see this coming, I'm going to move fast, and to hell with it, they've done it and done it well?
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 25:44 Alex Atallah Uh, particularly when, when Claude design came out, uh, around Figma. 6 times in the scene
Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market
- ▶ 55:15 Harry Stebbings We see Claude Design has actually really started to eat away at Figma.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 0:00 unnamed speaker Even Figma, we're moving away from it in favor of Claude Design more and more.
- ▶ 13:55 unnamed speaker Um, I don't, like, even, even Figma is, uh, we're moving away from it in favor of cloud design more and more.
- ▶ 17:43 Harry Stebbings My question to you was, you mentioned another element, though, which actually didn't shock me, but I thought it was interesting, was the movement away from Figma.
- ▶ 47:34 Harry Stebbings To what extent am I right, and how do I balance between, Anthropic are coming for Lagora and Figma,
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 24:05 Harry Stebbings Does it change your Figma usage? 5 times in the scene
Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding · 20VC with Harry Stebbings
- ▶ 5:37 Avishai Abrahami Salesforce is down, ServiceNow is down, Figma would be down.
- ▶ 1:00:30 Avishai Abrahami I think that the one company that I really, really appreciate, Figma. 5 times in the scene
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 8:19 Harry Stebbings In terms of where you sit in the landscape, every one of your investors that I spoke to, you said that I had to ask this question, which is the obvious question, which is, do you worry that Anthropic will do what they did to Figma, say, or… 4 times in the scene
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 36:21 Harry Stebbings I'm also not sure if it's as binary, even if they do, you know, you saw Claude and Anthropic dedicate an entire team to design and to go up against Figma. 2 times in the scene
Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups · 20VC with Harry Stebbings
- ▶ 1:13:32 Jason Lemkin We have no evidence design is going to kill Figma in any way, shape or form. 2 times in the scene
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 27:55 Harry Stebbings If design becomes more and more important, do we double down on Figma, and that is the stage where art and creativity is like fundamentally performed, 3 times in the scene
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 1:02:12 Everett Randle And I think, you know, it's like Figma also has Figma make like they're also in this market.
- ▶ 1:02:12 Everett Randle And I think, you know, it's like Figma also has Figma make like they're also in this market.
- ▶ 1:15:05 Everett Randle And, you know, of course, they sort of attempted with, with Figma, even though that, that was kind of before the whole AI wave.
Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups | Legora CTO · 20VC with Harry Stebbings
- ▶ 14:22 Harry Stebbings Do you still use Figma today? 5 times in the scene
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 0:23 Harry Stebbings Then we dig into the public markets, Datadog up 31%, Figma up 12%,
- ▶ 18:10 Jason Lemkin You think about Atlassian, Figma, a few others that have seen at the end of the day, compared to their highs, very, very modest bounces off the hard deck, but growth, but more importantly, growth is re-accelerating there. 18 times in the scene
- ▶ 49:28 Jason Lemkin Even you're looking at Figma and you're like, I, I mean, I don't think anything sub Figma 4 times in the scene
- ▶ 1:22:35 Jason Lemkin We've got to do, we got to be better than Figma.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 47:30 Harry Stebbings When you say it's going to go out, it's going to trade amazingly, comparably to a Figma, which had incredible power. 4 times in the scene
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 9:25 Cliff Weitzman I need to see you editing ads in Figma or Photoshop, whatever you, whatever tool you want, and I need to see you buying the ads.
- ▶ 32:31 Cliff Weitzman Um, when I'm saying design, I mean the actual grind of sitting in Photoshop, sitting in Figma, sitting in Illustrator, sitting in Canva, and pixel perfect making things.
- ▶ 33:33 Harry Stebbings I'm down 40% on my Figma position. 10 times in the scene
- ▶ 1:15:05 Cliff Weitzman So Dylan Field from Figma, uh, Mike Krieger from Instagram, Ev from Twitter, uh, Zillow founders, Audible founders, Grammarly founders, Robinhood founders, Honey founders, 23 me founders, Plaid founders,
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 57:09 Jason Lemkin The Navon, Figma, SailPoint, um, Netscope.
- ▶ 1:25:49 Harry Stebbings I'm gonna be so honest, I just couldn't take, for the last few weeks, it's been gnawing at me so much, my Figma and Duolingo positions, I was like, you know what, I've just had enough, I've had enough after this conversation, I'm selling… 6 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 0:28 Harry Stebbings Now it's going after Figma, Adobe, Canva.
- ▶ 9:12 Jason Lemkin We just talked on this pod before about Figma, twenty billion and about, um, uh, sorry, Grok to, you just said Grok to, to, for, to Nvidia for twenty billion and getting to be, not have to be a public company CEO was the second best gift…
- ▶ 16:32 Harry Stebbings Like, again, if you're in the Figma IPO and you're locked up for 12 to 18 months, that's been brutal.
- ▶ 41:36 Jason Lemkin I want to see your usage of your Illustrator, of, of, of Figma Make, of Netflix, of Canva.
- ▶ 49:54 Jason Lemkin So if Anthropic does not need any more capital, go public Q tomorrow to your point, right? 7 times in the scene
- ▶ 52:41 Harry Stebbings Jason, you, you brought up Figma and you brought them into the conversation. 10 times in the scene
- ▶ 1:12:44 Jason Lemkin It's better than Figma by the numbers, right? 2 times in the scene
- ▶ 1:16:24 Rory O'Driscoll The core thing you do itself won't be replaced in a way, for example, Figma might be, right?
- ▶ 1:38:20 Jason Lemkin What about figment Adobe that didn't happen?
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 24:58 Harry Stebbings But Jason, those product teams could just use Figma Make, right?
- ▶ 24:58 Harry Stebbings But Jason, those product teams could just use Figma Make, right? 2 times in the scene
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 28:01 Harry Stebbings Wish I bought them over Figma.
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 0:00 unnamed speaker On the Stitch Figma thing, on the one hand, massive market overreaction to a proof of concept.
- ▶ 40:36 Harry Stebbings I, I own stock in Amazon and I own stock in Figma, ok? 17 times in the scene
- ▶ 44:16 unnamed speaker And I agree with the markets here, because Figma Make is one of the worst products I've used in the last six months, but this, this, uh, 6 times in the scene
- ▶ 54:33 unnamed speaker Figma could be, but Jason, until you've used the product, until you've seen what they do, I wouldn't make that decision, especially at scale. 4 times in the scene
- ▶ 58:52 Harry Stebbings Speaking of Figma, uh, I I'm going to get a little bit off piste here, but I think it's why the Jason, we were on Twitter about it earlier, joking.
This is why I don't believe in sales quotas | Figma CRO · 20VC with Harry Stebbings
- ▶ 0:11 Harry Stebbings Sean is the CRO, Chief Revenue Officer at Figma, where we discuss how to build a sales machine on top of a PLG motion.
- ▶ 0:45 Harry Stebbings I said, I'm so lucky in the way that, like, I get to interview the coolest people, and, like, Figma is a product.
- ▶ 3:27 Harry Stebbings It's more like, Sean, I know that Figma is this size company with this X and this problem.
- ▶ 4:27 Harry Stebbings Can I ask with you, and jumping, when you look at Figma State, it's a beautiful product, and it's a PLG motion in so many ways. 10 times in the scene
- ▶ 8:03 Sean Boscanian Most of our customers found us through a website and a credit card, and they made their own decision on what they thought the value is that Figma could deliver to them. 4 times in the scene
- ▶ 10:03 Harry Stebbings That's obviously not the case with Figma, but what would you say if you know that your product is not as good as the vertically focused one, but you're selling the platform?
- ▶ 13:38 Sean Boscanian Um, we really tried to be first principled with how we built the, the go to market at Figma. 2 times in the scene
- ▶ 17:10 Sean Boscanian You know, when I say PLG, so by the way, maybe to define this for everyone, I think of our business in three, I think we kind of have three distinct businesses at Figma.
- ▶ 20:12 Sean Boscanian You map out that org, and you basically have a vision of what is the best-in-class deployment of Figma look like, based on your understanding of this type of business, and where are they today? 2 times in the scene
- ▶ 24:01 Sean Boscanian In the early days of Figma, right, which may be similar to what what's happening at 11 Labs right now, um, it was, you know, the job was primarily take this product, make your customer really happy, know the product really, really well,… 4 times in the scene
- ▶ 32:47 Sean Boscanian And so I think if we have, and look, I understand people have choice and I fully respect, you know, going through process with multiple companies, but if at the end of a process, you know, with Figma spending a couple of weeks doing all…
- ▶ 37:20 Sean Boscanian So I think this might be like a unique Figma thing that for us, I'm pushing and Dylan is on board with,
- ▶ 50:44 Sean Boscanian We call it Figma value selling, but are you leveraging
- ▶ 58:35 Sean Boscanian So I can tell you at Figma, um, we to this day have not actually done any type of like industry based teams, but what we have done is we thought about sales motions, personas that we're selling to and creating, you know, in some cases it's… 2 times in the scene
- ▶ 1:01:47 Sean Boscanian I will say going back to my early days at Figma, I was, um, I feel like I had it in my head that like I really wanted to come in and not be the guy who's just like coming in hot and
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 44:20 Jason Lemkin Replit, I, I might've believed, but this little nit fixing the fact that the icons all look like cloud artifacts, I just don't believe, but you could say it's bigger than Figma.
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 3:31 Gokul Rajaram And so, when I saw Figma, the power of Figma I felt was, it was not just that a person could use it, but it was much easier to share with other people in your company. 2 times in the scene
- ▶ 32:20 Gokul Rajaram I think Figma sells three different types of seats.
- ▶ 1:03:27 Gokul Rajaram So Figma had many liquidity opportunities during the years, but I kept, kept holding it for 13 years till it went public. 3 times in the scene
- ▶ 1:15:24 Gokul Rajaram Figma.
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 0:38 Harry Stebbings Do you think Lovable removes the need for Figma and the design process?
- ▶ 1:02:15 Harry Stebbings Do you think Lovable removes the need for Figma and the design process? 8 times in the scene
- ▶ 1:03:16 Harry Stebbings If you still see a need for Figma and they have Figma make, 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 53:25 Rory O'Driscoll At 40% growth, like Figma had a couple of calls ago, yeah, you deaccelerate to 30, you're going to take a little hit, but you're exactly right, Jason. 2 times in the scene
- ▶ 1:01:28 Jason Lemkin It's, you know, I tell you one thing that happened to me this week is I tried Figma make for real for the first time. 6 times in the scene
- ▶ 1:02:52 Jason Lemkin They can't even, even Figma can't do it. 3 times in the scene
- ▶ 1:04:32 Rory O'Driscoll I think what's interesting about this discussion is how generalizable it is to the challenges that, you know, a huge amount of the portfolio faces, right, is that this challenge of taking an existing business, like, you know, because one… 2 times in the scene
- ▶ 1:08:05 Jason Lemkin After using Make, I cannot do Figma. 2 times in the scene
- ▶ 1:08:05 Jason Lemkin After using Make, I cannot do Figma. 2 times in the scene
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 32:53 Harry Stebbings I'm sorry, that is an absolute, like, uh, Figma is an eleven billion dollar company. 2 times in the scene
- ▶ 46:58 Miles Clements We are not a part of Figma, but have a lot of respect for that company.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 48:36 Harry Stebbings Do you not worry that given the casino-ization of public markets and the volatility that ensues from a Figma, right?
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 0:09 Harry Stebbings This week, we analyze Anthropic security release, Figma's earnings breakdown, and of course, the Cetrino research piece which wiped billions off the stock market.
- ▶ 19:06 Jason Lemkin But can, can, can all of the design, all of the parts of Figma that are designed be done within the code? 4 times in the scene
- ▶ 53:56 Harry Stebbings We can either talk about Figma's earnings or OpenAI's spending increases next.
- ▶ 59:49 Harry Stebbings Jason, you said last week that, essentially, Lovable and Rapplet's rise was a fault on Figma, and their ability to do, you know, three, 400 was a take from Figma. 6 times in the scene
- ▶ 1:05:35 Jason Lemkin You know, you fast forward today, Figma says one of their biggest growth drivers is integration with Cloud Code and Figma Make, that it's natively integrated. 4 times in the scene
- ▶ 1:05:35 Jason Lemkin You know, you fast forward today, Figma says one of their biggest growth drivers is integration with Cloud Code and Figma Make, that it's natively integrated.
- ▶ 1:06:31 Jason Lemkin I'm going to do the Andreessen version, the Thrive version, and, and Figma may make it, because I'm looking, what are, what are the stocks that are actually up? 3 times in the scene
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 45:31 Harry Stebbings If you were to be a harsh critic, and you'd say, well, Figma's worth eleven billion dollars today, and image generation, graphic generation is right in the pathway of a lot of large AI companies,
- ▶ 50:28 Lucas Swisher Figma, Glean, Rippling, Slack. 3 times in the scene
Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
- ▶ 31:48 Harry Stebbings Is Figma a baby getting thrown out with the bathwater? 17 times in the scene
- ▶ 33:29 Jason Lemkin Figma make is a failure. 3 times in the scene
- ▶ 42:39 Rory O'Driscoll If you take, you know, again, to your example of, I'm sorry, my brain, um, Figma, right?
- ▶ 43:59 Jason Lemkin Just, this is why I, I feel anxious about everything, but, but I don't have to run this fig my IPOs in July of 20, 25, like right when we got this podcast going, right? 2 times in the scene
- ▶ 1:21:59 Rory O'Driscoll It's not even like the Figma example where you say there was an adjacency, and if you pick it up, you'll get another 40% lift.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 23:46 Mike Cannon-Brookes To be fair, if you go talk to a Figma employee, my friend Dylan's having a fun time over there, and they're a good example of a company who's like, I think they're going to do great in the current environment, right?
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 45:09 Harry Stebbings So you're saying that, like, the length of the start line, as Dez Trainer at Intercom says, like, it takes a very long time to build, like in Figma. 5 times in the scene
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 1:27 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan.
- ▶ 51:28 Harry Stebbings That's why the world's smartest companies, like Anthropic, Figma, Stripe, Canva, use Navan.
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