Any Figma investors use Claude design or Google stitch yet?
u/Drink_noS ·
Reddit — r/stocks
· April 19, 2026 at 20:18
· ⬆ 20 pts
· 💬 47 comments
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I have been using Claude Design and Google Stitch the past couple days and holy shit is Figma absolutely cooked. I genuinely think Figma will be bankrupt in the next couple years, Claude Design and Google Stitch are absolutely better products and are faster and easier to use than Figma. Investing in Figma today is like investing in Blockbuster when Netflix released. All this fear about SAAS getting destroyed is pretty overblown but for Figma they are absolutely gone like this company will not be here in 5 years with the amount of better competition they have now, if your a software engineer you know this already. Also a lot of people are acting like companies wont switch meanwhile the vast majority of the best companies are all using Claude Code, the switch to Claude Design will absolutely be the easiest software switch for top companies across the world. Figma has zero moat and has no price leverage, the fact they are losing hundreds of millions of dollars is pretty concerning seeing how if they increase prices companies will just switch over to Claude design which most companies are already using Claude and wont have trouble switching to Claude design and the companies who already have google workspace contracts will switch to Google Stitch.
It's also not a great sign when the companies founders, CEO and executives and private investors are all selling off their shares as fast as humanely possible. Most Figma employees are selling as fast as possible and most probably sell the second their shares vest. They all know what retail investors don't and just guess what it is.
Just try Google Stitch and Claude Design before you defend Figma and see what I am talking about.
In 10 years people will talk about Figma the same way people talk about Chegg and Blockbuster.