Figma

“Figma's growth rate should be in the next five years much faster than Adobe's was in the last five. And so I think there's a fairly good chance of that.”

“So in July of 2021, they raised two hundred million dollars at a ten billion dollar valuation”

“And so the founder of Figma, which is like a multi-billion dollar design company he is a big NFT collector. He owned one of the most rare CryptoPunks.”

“And I was looking at some of the stuff that they did and they were in Figma's seed round”

“You know, the guy who started Figma in one of the articles, it said that he had made ten million dollars because he owned the most expensive crypto, one of those like big ones. And he bought it for nothing and he sold it and he had ten million before he even s…”

“And this is, I think, the underrated part of what people talk about for Figma, which is that there was a technology change. There was an inflection in technology, which was WebGL had come out.”

“But this is like inning one, like two, three years from now, it'll be doing 90% of the work versus, you know, the first right now was probably 20% of the work.”

“Oh yeah. I mean, if even one of those, if just Ethereum had come out of it, I mean, smashing success. So if just Figma had come out of it, smashing success, right? So those are like the two power law winners of the thing.”