UX

ShortHabit606

15YoE (though not as a dev but have a masters in CS) I wrote what would have been an entire SaaS with payments, accounts, database, UI/UX, testing etc etc. What would've been a team working on it for months entirely by myself in nights and weekends.

Dapper_Aioli7399

Sabre started its AI investment journey in 2020..timing was unfortunate...but necessary...so today, almost 100% cloud and nimble, AI infused...it was a great preparation for what is unfolding right now..any LLM is just as good as the data..and Sabre spent last 50 years doing this heavy lifting..the age of paid placements and redirecting is over..plumbing is the key..funnel is collapsing..GDS is the king , solving L2B and being the marketplace..efficient and very cheap, cca 1.5% cost of distribution! So even if you choose to bypass this and -try- to do it for much higher cost( while you do not have expertise and 50 petabytes of highly mission critical proprietary data sabre accumulated last 50 years) why would any buyer connect with you if he can use sabre and be connected to 500 airlines in a single API/MCP. this way he gets transparency, price discovery etc...you not gonna get that on airline direct...Why would amazon exist? why amazon sells nike sneakers? bcs of price discovery, transparency, that is the power of any marketplace...and from UX just use mindtrip flights and UX is so much better, faster servicing..It is new market for Sabre after almost 25 years of B2c loss from OTA websites and others..so with rising ebitda, falling cost of debt, very strong moat it is very compelling opportunity

pancak3d

Fair enough. My point is that for 80% of teams Figma Make is more than good enough to eliminate a significant portion of their UX/UI dollars. I have no doubt that for some enterprises, they emphasize design so much that Figma Make has no role.

pancak3d

I mean I don't know what your job is but we ended our contract with a UX/UI firm because Figma does their work 10000x faster at and 1% of the cost, albeit 75% of the quality.

Fluffy-Discussion166

The UX team in my company are downsized. Many companies doing the same. Downsizing and not hiring Devs and UX. The seat based model will be redundant soon

Basic-Union-5003

Your assessment of Robinhood is spot on. For HOOD, options aren't just a bigger bucket; they are the high-margin engine driving transaction revenue. When you compare this dynamic to **Webull**, the fundamental mechanics of their revenue models are incredibly similar, but their user demographics and structural layout create a different operational leverage. Here is how Webull stacks up against the Robinhood breakdown you highlighted. # 1. The Core Similarity: Heavy Reliance on Options PFOF Just like Robinhood, Webull’s primary transaction-based revenue engine is **Payment for Order Flow (PFOF)**, and the broad economics of the retail brokerage industry dictate that options are vastly more lucrative than equities (Bryzgalova et al., 2023). * **The Spread Disadvantage/Broker Advantage:** Wholesalers pay retail brokerages significantly higher PFOF rates for options because the bid-ask spreads on retail options (especially highly active, short-term weekly contracts) are substantially wider than those of standard equities (Bryzgalova et al., 2023). * **The Revenue Mix:** Academic and industry reviews of retail PFOF data show that across platforms reliant on this model (including Robinhood and Webull), options order flow routinely accounts for the lion's share of total transaction-based intake, even if the absolute number of accounts trading equities is higher (Bryzgalova et al., 2023). # 2. Strategic Divergences: Robinhood vs. Webull While both rely heavily on options to monetize trading activity, the way a Pattern Day Trader (PDT) regulatory change waves through their financial statements differs due to how each platform is positioned: |**Feature / Revenue Driver**|**Robinhood (HOOD)**|**Webull**| |:-|:-|:-| |**User Demographics & Behavior**|Broad retail base; historically heavily skewed toward simpler UX, though expanding aggressively into advanced tools.|Attracts a more intermediate-to-advanced technical retail trader who demands advanced charting, indicators, and short-selling capabilities.| |**Sensitivity to PDT Changes**|High explosive potential. Because Robinhood has a massive total user base, lifting or modifying PDT restrictions mobilizes a large cohort of latent day traders.|Exceptionally high velocity. Webull’s existing user base is already primed for high-turnover active trading; relaxing PDT rules directly scales their existing core user habits.| |**Margin & Cash Movement (Second-Order)**|Massive driver via **Robinhood Gold** subscriptions and competitive net interest income (NII) on uninvested cash.|Driven heavily by **Margin Interest Rates** and short-selling fees (stock lending), catering to traders utilizing leverage.| |**Alternative Transaction Mix**|Heavily exposed to Crypto volatility and a growing "Other" bucket driven by prediction markets/event contracts.|Focuses strictly on core multi-asset class trading (equities, options, futures) with historically less emphasis on domestic event contracts.| # 3. The Second-Order Effects: Margin vs. Subscriptions If a regulatory shift or a product change drives highly active trading, the second-order benefits manifest differently on each balance sheet: * **Webull’s Leverage Engine:** Webull's platform structure inherently nudges users toward margin accounts to execute complex option spreads and short equity positions. Therefore, increased trading velocity for them translates immediately into **margin interest revenue** and borrowing fees. * **Robinhood’s Sticky Subscriptions:** While Robinhood also captures massive net interest income on margin, they have successfully monetized the *readiness* to trade via premium tiers (Robinhood Gold). Active traders on HOOD feed into a subscription ecosystem that stabilizes their revenue even when market volumes temporarily dip. # The Takeaway If a regulatory change allows retail investors to trade more actively without hitting the PDT wall, **options remain the critical battleground for both companies**. However, while Robinhood relies on its massive scale, gamified simplicity, and diversified "other" revenues (like event contracts) to monetize that activity, Webull represents a concentrated bet on pure trading velocity, technical charting engagement, and margin utilization.

vanceraa

Yeah I mean IBKR is excellent for charting and executing more complex orders, the mobile app UX/UI is just awful compared to RH. Most of my trades are monthlies or more so I don’t usually look past MAs/VWAP/RSI I’m back at 24k rn so hopefully i’ll be moving back when I hit 30 for some buffer

Geoff_Dawmer

Fidelity UX is garbage.

zashiki_warashi_x

UI/UX is awful.

zzoomann

Microsoft UX is trash. They’ve outsourced everything to Indians and now the product sucks. Imagine that

AutomaticDot

I get the consumer UX frustration, but this massively undersells Microsoft’s actual moat. MSFT isn’t winning because Windows settings are beautiful, its winning because Entra ID, M365, Intune, Defender, Azure, Purview, Teams and Power Platform are deeply embedded in enterprise IT workflows. In real companies, identity, device compliance, Conditional Access, SSO, endpoint management, email , security and governance all tie together. That ecosystem is incredibly hard to replace. Microsoft definitely ships messy UX and half-finished products sometimes, but “Outlook is annoying” is not really the core investment thesis. The enterprise platform lock-in is.

TheSeaShadow

Yeah no, love it or hate it Tesla sets the high bar for UI/UX for a "tech car". But for something trying to preserve the automotive spirit this isn't it. The Luca is better grouped with the Sony/Honda Afeela than masquerading as an Italian supercar.

Retired-Yam8988

It’s been game changing for our business. We have a school but since i used to be a software engineer in FAANG, im hyper focused on efficiency and having software that fits our operations. We had a friend code up our backend software about a decade ago and we’ve decided to rev it finally so been doing that with in the last year. We didn’t really start using AI until maybe 6 or so months ago. Before that I had one of our teachers doing UX/UI design and he would code up features. Generally took a month per major feature. Now I just stick what I want in figma make or Claude or something and it generates a credible prototype in about 30 mins. He takes that and builds and entire feature or two every week and releases it to our team to use. We’ve like 5-6x output while adding only a couple hundred bucks in AI fees a month (I’m saving thousands on UI anyway since I no longer need to give that teacher extra hours for design work).

account-names

I read your other reply. Is it only about the UX being bad? Or something else pissing you about Fidelity?

Informal-Lime6396

There are many competitors in the ITSM space like Salesforce, BMC Helix (Remedy), Jira, Zendesk. I don't have anything to compare it with because I haven't worked on those tools and can only speak for ServiceNow. If you've ever used ServiceNow, even a personal developer instance (free), you kinda accept that the UX is slow. Everything is done through their API, so database operations are done row by row which is painfully slow. Page loads are slow. It's especially embarrassing when you're demoing something to customers and it hangs (running transaction popup message). ServiceNow, the platform, admittedly can do a lot of things, but I don't think it excels at anyone of them. They tried to appeal non-programmers with their "Flow Designer" and tried to introduce "ServiceNow IDE" for programmers. Basically pivoting towards 2 extremes and failing to execute either well. I extend that towards their AI endeavors and don't have high hopes. They are first and foremost an IT Service Management platform, not an AI company.

twotokers

Claude can still spin up documents, do basic research, create powerpoints, organize data from a csv, draft UX copy, etc. I think my company first gave us access in like early 2024? I don’t know why you’re being so defensive, just telling you how it is, at least at the tech companies I’ve worked at.

Tazmanian_Ninja

People who think "Ai will just build all software" have clearly never developed real, comprehensive, feature-rich software – nor ever been involved in such development. Software does NOT "build itself". There's a lot of UX considerations. It requires humans to steer the AI. Also: ALL software vendors have LOOOOOOOONG backlogs/lists of feature requests and bug fixes to do. AI can finally help get on top of that. It's not like "oh, now there's no more code to write, cos we're done. Let's go home now"...

sally-sourpuss

As someone who works in UX at an enterprise level, Figma is here to stay. The general public has no idea how Figma is utilized at this scale and how irreplaceable it actually is. And the AI integration is consistently improving. People trying to claim that Canva, Penpot, Miro, Claude Design, etc. are legitimate competitors fundamentally misunderstand what Figma does for large orgs.

GrokM14232

buy the rumor, sell the news is part of it, but the real signal is that the guidance does not address the replacement risk question. 17% headcount reduction plus software-disruption narrative in the accounting space is the market pricing a regime change, not just a cost cut. Intuit's moat is distribution and UX habit, not accounting complexity, so the question is how fast habits change when alternatives get genuinely good

i_need_a_nap

I went to ChatGPT for a full answer. Personally, I've worked on Figma for specific features, but have found other tools that do that same thing. I'll name my favorites, but then ill post ChatGPT answer: Best competitors: Bluescape and Miro. For my quick diagrams and whiteboarding, I use Zoom and Obsidian plugin Excalidraw. # Collaborative UI/UX Design (closest to Figma) * [Sketch](https://www.sketch.com?utm_source=chatgpt.com) \- Mac-focused UI design tool with a strong plugin ecosystem. Longtime favorite before Figma became dominant. * [Adobe XD](https://www.adobe.com/products/xd.html?utm_source=chatgpt.com) \- Adobe’s UI/UX design tool. Adoption slowed after Adobe attempted to acquire Figma, but some teams still use it. * [Penpot](https://penpot.app?utm_source=chatgpt.com) \- Open-source, browser-based design platform. Very appealing for startups or teams wanting ownership/self-hosting. * [Framer](https://www.framer.com?utm_source=chatgpt.com) \- Blends design and live website publishing. Strong for modern landing pages and startup marketing sites. * [UXPin](https://www.uxpin.com?utm_source=chatgpt.com) \- More engineering-focused; supports design systems and advanced prototyping. * [Lunacy](https://icons8.com/lunacy?utm_source=chatgpt.com) \- Free desktop design tool compatible with Sketch/Figma-style workflows. # Whiteboarding / Product Collaboration * [Miro](https://miro.com?utm_source=chatgpt.com) \- Excellent for brainstorming, flowcharts, user journeys, and team workshops. * [Whimsical](https://whimsical.com?utm_source=chatgpt.com) \- Lightweight diagrams, wireframes, and product thinking. # Design + No-Code Website Builders * [Webflow](https://webflow.com?utm_source=chatgpt.com) \- More production-oriented. Lets designers create and publish real websites visually. * [Canva](https://www.canva.com?utm_source=chatgpt.com) \- Easier and more template-driven; ideal for social graphics, presentations, and lightweight marketing work. * [Relume](https://www.relume.io?utm_source=chatgpt.com) \- AI-assisted website wireframing and component generation for web designers. # Developer-Friendly / Product-Oriented Tools * [Zeplin](https://zeplin.io?utm_source=chatgpt.com) \- Focuses on design handoff between designers and developers. * [Locofy.ai](https://www.locofy.ai?utm_source=chatgpt.com) \- Converts Figma-style designs into frontend code. * [Anima](https://www.animaapp.com?utm_source=chatgpt.com) \- Turns designs into responsive React/HTML prototypes.

AdventurousFinish681

Out of curiosity what type of design work- UI/UX or more traditional brand work?

Background_Ranger917

The problem is, envision a person who is running a pet grooming business full time or something, i wouldnt expect them to figure out how to create this whole custom setup for 25 when they could just pay 30 to QB. I do agree that AI Can replace QB in the near future. I think there will be alternatives that are essentially free (like Xero or Wave), which can make QB worse. That being said, it has to be a clean UX experience, all the features gotta be in there, and it has to be proven. getting it to be proven takes time cuz no one wants to be the first, nor does anyone wanna get out after a year if there setup fails. it'll take time, for now, bullish.

MC-Howell

Everyone here is missing the very important detail on this: this is a 3% match on CONTRIBUTIONS. Unless you're over 50, that means if you max out the $7,500 limit, they'll give you $210. But you have to pay for Robinhood Gold to get 3%, which is $50/yr I think. So you're looking at a maximum of $160/yr and you've just locked your IRA with Robinhood for 5 years minimum. Move to Robinhood if you're inclined, but definitely not worth it for this offer alone. FWIW I'm a Robinhood user and I second the other comments saying that trading on Robinhood is infinitely easier than on other platforms. Why Robinhood is the only one to make simple and easy to understand UX for this stuff baffles me, but whatever.

VariationAgreeable29

What’s their strategy as a company? What’s the White space that they hope to occupy? They’ve long given up being a consumer facing products company like Apple. What they should do is spin off Xbox and just become a pure enterprise play. Windows needs to be refocused into a kick ass OS with native apps that actually talk and work with each other with a common interface and consistent UX/UI

clckwrxz

My company was headed down the same route until I showed them why that was a mistake. I’m lucky though because I have pull with executives, so this might not be easy to prove if you aren’t a part of the purchase decision making. I recently went to Agents conference in NYC and so much AI slop-ware was on display. Tools that a quality engineer empowered by AI could rebuild in a week. That goes for legacy enterprises trying to put AI into everything. Figma didn’t need AI. Companies just need to realize that a design.md file, an agent, and html output with skills highly curated by our UX dept completely replaced the need for Figma and now teams are getting actual working prototypes and not having to translate from some design tool. Businesses need to realize that AI introduces the ability to rethink how you should work instead of just putting AI into tools that simply don’t need to exist anymore. There is a reason it’s called AI theater.

Lyrick_

They probably have you spin your finger "Tune in Tokyo" style to adjust audio volume and in traditional Apple UX fashion The tablet interface is still reversed so scrolling up navigates down will also be applied to the accelerator as pulling up on the accelerator will make you go faster and to pop the trunk the user is required to drag the trunk logo on the display panel to the trash can. just Apple things.

vitorhugods

I am calling it. Companies fired people and this might have caused fear of seat-based revenue being lower. But developers build ugly shit without designers. AI only helps developers to build ugly shit faster. We still need proper collaboration tools to drive better UI/UX to implementation, and Figma is still crucial for it. It just needs to be seen enough as an "AI-compatible" tool to justify spending and there we go. If anything, now more developers and bots are logging into Figma to check them designs and iterate faster.

Fair_Industry_4539

The UI/UX designers that use figma got deleted from my organisation last year, developers do all the designing now, using other AI tools. But yes you're right could be a little longer before that flows through the rest of the industry.

Drug_enduced_coma


BoringContribution7

A lot of finance apps still somehow feel like tax software from 2011 lol. That’s probably why apps with cleaner UX stand out so much now. For budgeting/personal finance specifically, quicken smplifi seems to get recommended a lot by people who want something modern looking without the super overwhelming spreadsheet energy.

skynetcoder

I think they first do a Risk Based Authentication using all the input parameters included in the http request (ip address, browser details, os details, resolution, installed browser extensions etc) sent by your browser. it helps to calculate the initial risk score of the http request, before moving to the next step.  then the mouse click = such mechanisms normally track the mouse movement to see whether it moves randomly like a human moving the mouse, instead of just checking whether you checked a check box. so good user experience for the end user, but lots of things happening behind to provide good UX and good security.

Practical_Bridge7287

The real thread is another UX/UI Tool like Paper or [Pencil.dev](http://Pencil.dev) replacing the Figma Canvas/Dev Mode with a canvas where you can design and explore in code. Paper is fantastic in my experience using it so far.

Gibraldi

As a designer and very long term Figma user. There’s still money to be made here but Claude will overtake them for UX/UI within about a year.

deesea

Figma may not be able to catch up. Hearing from UI/UX designers that claude design is working well for them.

NewSanDiegean

I read your post history and you were warning people about NVDA last year. I read some of your comments and it seems like you have been wrong often. I lost a bunch of money on QCOM puts and I have learned my lesson. This ticket is flying to the moon at least until June end. Also, your comparison of mac vs snapdragon is debatable. I have used both the devices at Costco and the although Mac has a feel good factor, snapdragon laptops are far better technically. iPhones vs android, look up some of the comparisons with latest iPhones with Apple modems and android flagships. Apple gives their users a feel good factor but when the devices are put to competitive tests, iPhone are beat. The advantage Apple has is that as they use in house chips, integration becomes easier and that contributes to overall UX. I have been an iPhone user for a long time now but using latest Samsung devices feel like they could capture entire Apple phone market if only they made a better looking/feeling phone.

Mibsty

Market's kinda saturated rn tbh. For some IBKR is strong if ur serious about trading stocks/options long term but personaly, Id also look at Plus500 if u want something with a really clean mobile/web interface. Its more execution-focused than community-focused, but the UX is pretty straightforward cmopared to some other platforms

geelinz

Force them to move to micro-lofts in walkable downtowns, train them to become UX engineers and SAAS salesmen.

ok-confusion19

Great UX? They change where stuff is located on their site every week. They're still learning

alteraltissimo

NET is absolutely grabbing developer mind share by great UX and generous free tiers. Whenever you ask Claude wherr to set up shop they'll be like "just use cloud flare lol". However I think it will be a while before this properly filters into earnings.

SangerGRBY

Figma bear case: Companies stop using Figma as handoff / design documents. Figma bull case: MCP / API / Token based pricing. Claude / Codex can very quickly generate both Frontend Code AND also Figma pages. Figma has a huge moat in terms of the amount of design elements, "Github for developers, UX, UI teams". Seems like a good buy at this price.

Fe-vulture

No, they are not front-running your orders, that is highly regulated and illegal. RobinHood gets paid (via PFOF) to route the orders to market makers (Citadel, etc) where they will fill your order out of their own inventory. They are required by law to fill you within the NBBO bid/ask, but that is it. The MM's profit nearly the full bid/ask spread. In that case, there is no incentive for them to fill better than they need to. If the broker does not use PFOF, they are capable of sending your order to multiple lit/dark pools and MMs, and then get the best price. This is a case where the broker is incentivized to actually give you real price improvement. I believe only Vanguard(horrible UX, and I don't think they do price improvement), Fidelity(better) and IBKRpro(best) are in this category for equities. When you turn to options, I believe there is only one that does not use PFOF. Yes, Fidelity uses PFOF for options and I don't care what Vanguard does here, so IBKRpro stands alone as the only non-PFOF options broker. However, even among the PFOF options brokers, they are not the same. The lower tier brokers will route you to their best price while the better brokers (Fidelity, Schwab, TT) have routing engines that will fight for midpoint fills.

maraluke

Figma screwed up by letting Google define the concept of Design.md, also should bug move into the (agentic) white board business beyond just UX design, Figjam doesn’t feel like it’s really taking off. It start to feel like another Adobe/Autodesk

knawlejj

If Uber keeps their costs low, provides a great driver+user UX, and doesn't add too much margin tax, they will do well. It's a very careful balance that Steam has executed in the games distribution space.

corner

Reddit is savvy enough to know that their user base is savvier than the average platform, so they have to be selective about how dickish they are with their UX. I have no doubt though that they’re always going to be trying to ride that line and pushing for more optimizations/revenue generators, but it’ll be more of a boiling frog technique.

onehedgeman

And they did it while butchering the UI/UX and content every week. RIP [r/all](r/all)

Zephyruos

It seems to be the default app for beginner retail traders, great UI and UX too.

WSBnoobxor

Hmm, fig might be worth it. Work with a lot of UI and UX developers in consulting at enterprise level. We build clients digital products and it's very sticky. I think this is gonna pop.

dom_eden

Spotify UX is much better than YouTube Music UX in my opinion, and I have both.

MiakiCho

Well. I have done a lot with AI assisted UX, some of which as I said, I only say as Beta (needed more revisions and review before I can make it production ready). But it was still mich faster and better workflow than using Figma. In fact most of UX design for us just happens on white board or tablets (with hand drawing). 

MiakiCho

Not sure what you are referring to. I am a software engineer (not a UX designer). Our UX designers don't touch any production code. They only update the Figma designs and we take the design and update code accordingly. There are some easy export/import flows for certain attributes but a lot of it still needs manual development before I can have a beta available for others to play with. In the recent flows, we are eliminating the design phase completely, where product leads can just prompt to get multiple versions of the UX (with real production data) when few prompts. I don't see how and why Figma will even fit this workflow anymore. 

MiakiCho

TBH, we are now moving to dynamic UI/UX for our product where UIs are written on the fly by AI based on end devices, screen size, user preferences, language, light/dark preference etc. And design for such systems needs a very different flow that what Figma offers right now. In a year or so, I can see AI coming up with 100s of demos for any projects with full UX code (not just design as you see in Figma), which can be updated on the fly with simple promoting. I don't really see why anyone will use Figma in a year. 

Dragongeek

Oh, I'm not arguing that. There's a lot of corporate software that's absolutely entrenched in business, and will never change. What I'm actually talking about is growth. Even if your software has absolutely locked down a couple of companies, even if those are very big companies, the moneymaking that can be done boils down to a back-and-forth dance where the software vendor can try to squeeze as much value out of the company as the company is willing to stomach before they arduously go through switching to a competitor. True moneymaking in software comes from, like with basically all other businesses, more customers. Here, you can uniquely leverage the advantage of software which is that production is essentially free (copy paste). That means, a software company needs to offer investors a clear roadmap as to how they will, for example, conquer the market to get more customers or expand to new markets to get more customers. While Figma may be big, they are still a niche software which is too complex for a layperson to even conceptualize, and this means the growth/expansion value proposition is a difficult sell. There's no roadmap for putting Figma in the hands of everyday people and Figma already being so dominant in it's niche (afaik it is *the* software for the UI/UX design use case) means that even the investor pitch of conquering the existing market is a bit weak because there's not that much further to grow.

Lemondroplet123

agree, I don’t get it. I dabbled in UX a couple of years ago and Figma fluency was a must. Adobe XD gave me a headache. Not sure what the new design tools are now. But the value of the product doesn’t match the stock price.

I_HopeThat_WasFart

my brother in christ, does your broker UX give you a signal to know you "did a good job" with a badge like that?

taiyab-raja

You have to more clearly distinguish between pure software plays and more integrated software/service/governance layer style solutions. Pure software like Figma is definitely under threat (I’m a UX designer of 15 years who made the early switch to Sketch and then Figma). Not to say I think Figma will sink, but there are much better options for trading against the Saaspocalypse story.

Stoked7666

I was honestly surprised by this as well, and just bought like 10 shares the other day. My company started using the MCP integrations, and it works really well. The UI/UX designer on our team has started using some AI tools to write code; however, management will always like to micromanage the interface it seems. Feels more like the frontend HTML/CSS work will be obsolete before the Figma frontend designs

Nice_History5856

I have done no research on FIG as a company so do not take any of this as DD. I have however gotten to use it. Our UX guys are essentially taken specs from product SMEs and producing Figmas. You can then take and feed them into Copilot for GitHub or Claude or whatever you use and generate the UI you spec'd out. So it essentially cuts the UI developer out of the process to some extent, but you still have to do all the integration work to plumb data into those frames. If they go the extra mile and start to create an integration service where they can understand apis and schema definitions they might actually be well positioned to really drive down end user costs. At this point all they're really saving us is some time from some react developers, but definitely have not removed the need for them. TL;DR they're creating some efficiency for their clients. At this point they're more likely saving most companies time but not money yet

tupacliv3s

Yes. Exclusively. But it can do much for than UI and UX. It can do slides and videos and kinda whatever you want

astro-dog-78

U might be right but the market isn’t rational right now and isn’t showing signs of it. If it was Tesla should have dropped big in the last few days bc they admitted that full self driving is never going to happen. There’s been a contraction in the UX and product design field which doesn’t bode well for figma’s growth.

Dragongeek

UI / UX design is a tiny field and can barely support 2-3 major software solutions that companies are willing to pay money for. The danger is not that designers who are using figma will switch to Claude or whatever, the danger is that PMs managing designers will think "what do I need a designer for?" and get rid of them, replacing them with an AI tool.  There's also nowhere for it to grow? It's niche productivity software. 

baccus83

I’m a UX designer and used Figma exclusively for the past 6 years or so. I tried Figma Make and it’s nice but the token limits are insane and prohibitive for the type of prototyping work I need to do. I moved over to Claude Code in February and have barely touched Figma since then. I’ll still use Figma for visual stuff and making individual design system components. But I’m using Claude Code for pretty much everything else. It’s so much faster.

Due_Pay_3771

Figma is a fine product, but its market is tiny. It’s only good for UI/UX. Source 20+ years trust me bro I’m in the industry.

NoFutureIn21Century

It can't edit native formats, but you don't need those if you go straight to code. I'd say Photoshop will survive for print design, but Figma is cooked long term. Their only moat is currently the UX and collaboration interface. And that might not be good enough.

wheresabel

UI UX for development may move to AI but Figma for design in every other area is taking off. Weavy is a top contender to replace a ton of creative workflows

Rolandersec

I think Claude code is cool but pretty dev centric, Claude desktop is trying to bridge the gap but it’s clunky and buggy. I think if somebody can combine elements of both the vs code like UX (antigravity, cursor) and the more accessible desktop style in a way that allows users the seamlessly hop from chatbot-style to cli-style, it will be the killer app.

TechTuna1200

There are ton of cheap software tickets out there. Figma is probably the weakest of them. I’m UX Designer by trade, I would say 10-12 USD would be a fair value which will bring it to a reasonable for ward PE if you compare it to other software tickers.

newtownkid

That’s one of the more solvable problems - standardizing layouts. The the deeper strategic UX strategy is the hard one. Currently it does neither.

reverse_stonks

Serious question. From the perspective of a programmer who have worked with a bunch of designers and UX people over the years they all rely on precision and consistency (and probably other things, I'm sure) but AI as far as I'm concerned has a real hard time nailing the details. It's great for a quick mock-up or getting started, but then you need real tools and actual expertise. This seems to be the case in design, game development, and other parts of software engineering (certainly my experience). Will these AI tools be able to offer that, or will "real professionals" stick with Figma? Or is this 2 year runway until AI is good enough to be usable? Because the latter case I might believe, even though I'm sceptical. I can't see anything in the current landscape though that will replace progressionals and professional tools.

Efficient_Diet_7839

Have both. Schwab is better customer service and Robinhood is better UX/UI and charts

SummerSpringWinter

Same, I use both. Would agree Schwab is objectively better. I’ve had situations where I needed a customer service rep and Schwab helped me very well with a trained specialist. I like the UX design of RH a bit better tho.

kiriloman

Want know a fun fact? UX designers at my company no longer use figma- they vibecode the UI and front end folks review coding standards. Hard to believe in figma

ladude6261

I’m a UX designer at publicly traded tech company and I can say with confidence that Figma Make is not something that will rival other AI products. We paid for some credits but have since stopped and spent that money elsewhere.

congressmanlol

bold decision. i think the market is over blowing AI risk for a lot of software companies, but figma isnt one of them. i see real risk. figma has basically been reduced to a claude wrapper, rather than a design canvas. they actually play cladue for the underlying AI. if enterprise is already paying for cladue credits, why would they pay figma more money when they can just use a tool like claude design. and for smaller players its even worse, they can create quick working prototypes with industry standard UI/UX practices within minutes, and simply iterate using plain text or images. the growth forecasts are also based on enterprise contracts that were signed before all of these risks surfaced. numbers might look great for a couple more quarters, but start looking for earnings risks in 2027. stock will continue to get hammered till then.

SaltyATC69

Figma just needs to state they're implementing their new AI to design even better UX and the stock will explode

baccus83

Hi. I’m a professional UX designer with 15 years of experience. I used Figma exclusively for about five years. Since January, I have barely touched Figma and now to most of my design work using Claude Code. I used Figma Make for about a month but it has ridiculous credit limits so I just moved over to Claude.

carlinwasright

AI is ass at design and your company is churning out ass UX, I guarantee it!

leohart

Still holding a tiny bit of FIG but I don't think figma in the current form is going to make it. Figma doesn't run an app. Code run an app. People who couldn't code now edit code with Claude. Nobody is asking for more Figma. Everybody is asking for more code. UX brings code to show their design. PM brings code to show their ideas. Even exec brings code to the table. And they LOVE it. They rave about their vibe coded app with more fidelity and interactivity than Figma. Code is open. Figma is not.

Money-Relative-1184

Have you tried [https://finance2049.com](https://finance2049.com) ? It's GFinance/YFinance alternative, but open-source & better UI/UX.

psioniclizard

At this point I am starting to wonder if all these posts are just astroturfing honestly. They always sound really similar, a lot of them pop up and the people supporting them sound the same. Also it's amazing how few of them know anything about much about UI/UX or even Figma as a product (or it's IPO), or the fact that there is only so much you can make from a product like Figma and Antropic will decide it's not worth it within a year because it's something they have know real expertise in and are just hoping it can shift some subscriptions. I am willing to be you are more likely to see successful integration of AI into Figma before you Claude Design really take off. There is a good reason people always think companies like Adobe will be killed off but they just get bigger. They understand their customer base and their needs. The one product that stands out that they couldn't buy or better in the last 20 years to me is Figma. There is a pretty good reason for that.

TotalCreative1899

Problem is engineers don't have a UX background and I've never met am engineer who can interview a user or has any valuable skill on producing data from qualitative or quantitative data. They can hardly translate and build design mocks without fucking up the UX lol.

Party_Photo_2474

I’m a UX designer with 20 years experience here. I’ve tried all these vibe design tools. Trust me Figma ain’t going nowhere I sure as hell am not cabcelling my sub. What these vibe tools tend to focus on - like everything other llm based thing - is output, design isn’t about output it’s about composition and narrative, right now there’s no other tool that replaces Figma for me. I’m buying calls!

psioniclizard

Reddit doesn't seem to understand Figma was massively overvalued at its IPO and has a massive userbase. In fact reading what people day here, i am reasonably sure a lot have never looked at the history of tech companies and IPOs or bothered to look in any of the UI/UX sub reddits. Or understand it takes a lot of specialist knowledge to make a product like Figma even if it seems like you could vibe it out in a weekend. 

psioniclizard

Im pretty sure you have been able to template a site etc from figma files for years. The problem is how much do Anthropic really know about the UI/UX industry and how likely are they to want to keep supporting a product that will never be profitable. Software is much more complicated that people make out here. Design software is much more complicated than you expect and there is a good reason a company like Figma can make just one product. If you removed "we have AI" the only "figma killer" thing becomes less impressive yo the public. So its basically a gimmick to pump their stock price in the short term.

LeCollectif

Figma is the gold standard for real brand and UX designers. It’s a great tool.

Business-Ad-5344

it doesn't matter. there's enough small shop who buy Adobe Photoshop for one stupid thing. when every pizza shop owner, and every thrift shop owner, and ever small time furniture maker, and every independent plumber... if they all do their own graphics and business cards, etc. by AI, that really is lost revenue. in some way, that revenue is gone. and the pizza shop has a BETTER graphic on his pizza box. instead of the shitty local town graphic designer who went to art school. you ever hire UX designers? About 90%+ of them really suck bad. That's why on windows 11, you can click the menu button, click inside the search tab, and there's no intuitive way to go back to the previous screen. Also, the screen width changes. Yes, microsoft has shitty UX designers. They are so bad that super-amateurs (people with approximately 0.0 hours doing UX design) can IMMEDIATELY tell the microsoft employees "That is NOT how you do it, my friend."

Ovta

None of these people are UI or UX designers. Vibing out a design is cool, but what happens when you need to hook into your companies design system and hand things off to engineers? You need consistent styling which aligns with your brand. There is a reason tech companies prefer Figma. It’s like saying AI is taking Chef jobs because it can spit out recipes. I work in tech, and the UI designers I work with think very poorly of these AI design tools.

radu_sound

No one who actually knows what they're talking about and knows what Figma as a tool actually does will say there's a mew competitor every week. That's load of horse shit and OP is completely clueless. There is no real competitor at Figma's level right now in the UX and product design space.

No-Suggestion-9433

You all just want to circle jerk your own ideal scenarios. In mentioning graphic design, I was giving an example of a very similar field that relies on freelance and contract work and is already dead. I have worked with Figma and in the field of UX, and I know sentiment is rapidly changing. It's going the way of graphic design, and the golden era for jobs and growth is long past. But sure, continue burying your head in the sand if you don't want to hear it.

dkode80

I'm a software engineer and I'm freaked out. I can't imagine how designers and UX people feel rn

Icy-Sheepherder-7595

95% of Fortune 500's use it for UI/UX design, however the stock is down 85% from its IPO price.

Aim-High-42

 I also got fed up with the finviz UX. Have a look at ziggma.com. Their screener comes with sliding scales and really cool UX for screening. Plus you can use their scoring system inside the screener. So you don't have to pick all your KPIs by yourself - which you still can, though.

prestodigitarium

Doing a bit of reading, it looks like you all do lease private capacity between your DCs, but you do still need to encrypt traffic for the security piece. But SpaceX could easily carve out some private transmission capacity that's not intermingled, and they could drop traffic between any two points on earth, and latency/jitter wouldn't be worse if they prioritize that. I'm guessing they'll offer it at some price point, if only to the financial guys who are willing to pay a mint to know things a few milliseconds early. >It's also a more complicated solution than the out-of-the-box service that AWS will use these to provide. AWS is many things, but I wouldn't call it simple/good UX. It hides a lot of complexity behind its abstractions, but those abstractions leak like a sieve.

KnowZeroX

I disagree, I find linux much easier to work with than windows or mac. Take windows 11, here is a common thing someone would do, search for an app and put it on the desktop. (you have to manually find it not through search to put it on the desktop) How about moving the taskbar to the side to save vertical space? Or what about a common task like using the gui to search for files modified today in the file browser? (you now have to use functions in the search bar) The thing is, while linux has been improving, Windows has been going backwards making the interface harder to use for some weird reason as stuff that used to work were broken in newer windows. Probably because when you reach a certain point where the UX is as good as it can get, UX designers run out of a job and start reinventing wheels in weird ways. Kind of like how when classic art became over-saturated, modern art took off. We are reaching the same phase of ux design.

Iscratchmybutt

yes Figma is now a required skill on every UX/UI designer job listing. the stock price is not reflecting how much more important Figma is becoming in the tech workplace during this AI revolution

Tim_Apple_938

Highly disagree The argument is similar to the search one —- LLMs brought a new UX to search and therefore the backend search engine is interchangeable. (This idea failed) For agents tho, it’s even more preposterous because there’s not even any sign that users like agent interface. *contrasted with LLMs* where the whole world was fascinated by ChatGPT. Like there’s no sign that GenX office workers are looking to change their interface For the most extreme example look at the Bloomberg terminal, that things written in Fortran 40 years ago and looks like shit but everyone uses it Bringing it home tho: similar to Bloomberg tho the value for these is in the data. If you have a new UX and some cheap replacement is swapped in for the service layer, there’s still a matter of the data that’s already in the incumbent and nearly impossible to move or reproduce

Greedyanda

Its not one massive issue that makes it unusable, its just many small points of friction that highlight the difference between a project mostly designed by engineers and and a project that employs countless UX and design experts. I dont have it currently on any of my machines so I cant tell you in detail but even though I actually prefered Debian over other distros, it always left me a bit tired and aesthetically displeased when I had to do something besides opening the browser or working in my IDE. You can definitely improve and customize the experience but this will require quite a bit of additional time and knowledge and every couple of months something will break because the changes you made are no longer or not yet supported by the newest Linux version.

staythewaters

What is the issue with the UX and UI for the Debian distros?

Greedyanda

I am in my CS masters and use Linux on my laptop because it makes a lot of the dev/research work easier. That being said, I would never switch to any Linux distro for personal use. Its just so much more effort than using Windows or MacOS for so many common tasks. As much as I like to clown on both Microsoft and Apple for some of their design choices, overall their UX is always 10 years ahead of any Linux distro. For your typical middle aged officer worker, it would be a horrible experience.

Greedyanda

Apple is spending billions on UX and UI for their OS. This is completely impossible in the open source space and good luck justifying why the financially struggeling France should starting pouring in tens of thousands of engineering hours into this.

zgohanz

For a company that’s supposedly the largest IT management/ticketing/operations service, it has one of the worst UX. Shitty UI, slow or laggy modules, there’s always so much going on that you gotta sit down and figure out where you want to navigate… the list goes on. Ever since we moved to ServiceNow from our internal management tool, shit got 10x worse but hey, SaaS right?