Harry Stebbings predicts that AI tools like Claude Design will cannibalize the low end of Figma's market, preventing customer graduation.
“If you lose the bottom, you lost a portion of your funnel. They don't all wait and say, you know what? I'll graduate to Figma when I'm bigger”
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disputableFigma's net new logo growth rate falls below 15% YoY within 2 years, or market share in design tools for startups declines measurably
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