Figma stabbed in the back
Figma stabbed in the back
Description
Anthropic potentially leveraged Figma's data to launch a competing product called Claude Design
Transcript
equivalent of these app layer businesses, so software businesses who hooked into Claude. The one that springs to mind immediately for me is Figma. Hmm. So Figma, they gave Claude access, you know, to be able to look at their products, look at what was coming, hooked in by the API. We don't—we still don't know the exact extent of what level of data visibility that Anthropic had. Yeah. But what we do know is that soon after that partnership, Anthropic goes and launches Claude Design. Yeah. Yeah. You know, a direct competitor that seems to have taken off as well. And in that, you know, that period, Figma stock prices cratered. I think it was—it was lows of 60% off their highs. So, a big stab. We have—we do have an example now. That's a big stab in the back. It is, it is. And so the question is, the question of trust has to go everywhere, right? Can we trust the app layer? Can we trust the model layer? Can we trust the compute layer? Um.

