The Ledger
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Sacks: Anthropic CPO resigned from Figma board days before rival launch
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Claude Design.”
Chamath predicts Adobe's $20B acquisition of Figma will close
“If you asked me, if I was a betting man, I think this thing is going to close.”
Calacanis cites Figma's S-1 metrics: $228M Q1 revenue, $1.5B cash, zero debt
“Figma filed their S one Q one revenues, two hundred and twenty eight million. You remember they were going to get bought by Adobe before, before it got stopped. And they have thirteen million monthly active users, a billion and a half in cash, no debt.”
Friedberg: Figma generated $95M free cash flow in Q1 with 130% NRR
“They ran a 43% operating cash flow margin in Q-one. So in Q-one of this year, Figma generated ninety-five million dollars of free cash flow. They've got net revenue retention of like a 130%.”