OpenAI will release a Figma killer in the next month right after Google and Anthropic did
u/goxpro1 ·
Reddit — r/ValueInvesting
· April 18, 2026 at 06:48
· ⬆ 15 pts
· 💬 15 comments
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Summary
The post argues that Figma is facing imminent and severe competition from AI-powered design tools released by major AI labs (Google, Anthropic, and predicted OpenAI), which will decimate its stock price.
The author's thesis is that Figma, being unprofitable and facing commoditization by easy-to-replicate AI tools, is a doomed investment, while Adobe, though also threatened, is more resilient due to its diversified product portfolio.
Quality assessment: Speculation. The post is based on observed patterns and competitive threats, not financial data, valuation models, or specifics on Figma's fundamentals. It contains emotive language and factual inaccuracies (e.g., Figma is a private company, not publicly traded).
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A couple months ago Google released a Figma killer that allows designers to do more than what Figma has ever been able to do just by talking to an AI agent or by drawing a design. Today Claude released a Figma killer the same way destroying the companies stock. I beleive Figma has a lot more to fall but does anyone see the pattern? Im going to bet that Figma will have a small bump from dumb investors then get completely annihilated when OpenAI releases their own version of an AI design tool that once again kills Figma. The amount of competition that Figma is receiving the past couple months is insane and the fact that they still don’t generate a profit is absolutely absurd.
Its insane to me the amount of hate Adobe receives meanwhile Figma is this perfect company that is immune to AI. Once again we will likely see that inversing reddit always wins and Figma will end up bankrupt with their employees insanely rich and investors broke as a joke while Adobe will continue to profit off its diversified portfolio of design tools. And don’t get me wrong AI is a threat to Adobe but the fact people act like Figma is going to continue to grow while they lost 1.1 billion last quarter from the CEO and employees liquidating investors pockets is absurd. Also yes I know Adobe will fall as well when OpenAI releases their Figma competitor just like Anthropic and Google did but Figma will impacted the most considering Google and Anthropic were able to create a Figma competitor in mere months. Goodluck competing with the creators of the PDF try making photoshop in a month…
TLDR: Use your brain and understand the pattern, it doesn’t take much to create a Figma killer since Google did it then Anthropic responded in less than a month. Do you really think OpenAI isn’t working on their own Figma product right at this very moment? Figma will likely drop to a low of around 10 dollars per share in the next couple months then it might start to climb back up depending on if they become profitable or if they continue to pay employees absurd amounts of money while the company dies. In the short term I expect Figma to jump from retail investors buying in but collapse again when OpenAI releases a AI competitor to Figma the same way the stock collapsed when google and anthropic released their own.
Major AI companies (Google, Anthropic) have recently released AI-powered design tools that compete with Figma's core product, with OpenAI expected to follow shortly. This rapid commoditization by well-funded giants will crush Figma's growth prospects and stock price, especially given its lack of profitability. Figma's stock will see a temporary retail-driven bump before collapsing further upon OpenAI's competitive release, potentially falling to ~$10/share. Figma could adapt by integrating AI itself, be acquired, or its competitive moat (collaboration, ecosystem) could be stronger than implied. The company is also still private, so this trade is not directly actionable.
Adobe is also threatened by AI design tools, but its diversified portfolio of creative software makes it more resilient than Figma. While it will fall alongside Figma on competitive news, its decline will be less severe due to its entrenched position and profitability. Adobe is a relative, but not absolute, safe haven; the author implies it is a better hold than Figma but still faces headwinds. Adobe's Firefly AI and market dominance could allow it to integrate and compete effectively, mitigating the threat. The post's focus is on Figma, not a deep Adobe analysis.
This Reddit post, published April 18, 2026,
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