Figma Before the Numbers: Why the AI-Panic Presents an Attractive Entry Opportunity
AI is making code a cheap commodity – but strategic product decisions are still made by humans. And their digital negotiation table is called: Figma!
I believe that Wall Street is waking up today.
Reading Time: 2 minutes
I am convinced that the market is fundamentally mispricing Figma right now – and that the "existential" panic over generative AI is missing the point. I essentially share the thesis of Cathie Wood and ARK Invest: AI will not cannibalize Figma, but will accelerate the demand for Figma. The logic is simple, yet currently ignored by the stock market: AI drastically lowers the costs and barriers to programming. When code production becomes faster and cheaper, significantly more software will inevitably be created. In this world, the true value of...
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