Aoki Zhang11h agoedited
Markets & Stocks
Figma
Where will Figma stock be in 5 years?
Figma’s latest numbers still look strong, especially with revenue growth and enterprise adoption holding up well. But I think the bigger question is whether AI becomes a long-term tailwind for Figma, or whether AI-native design/code tools eventually pressure its pricing power.
What do you think: is $FIG an AI-era compounder, or it will be killed by AI storm?
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I'm bearish on $FIG... it has zero moat in the AI era.