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Anthropic's Claude Design launch blindsided its partners, Figma and Canva. “Essentially, Anthropic had kind of told these partners like Figma and Canva that the Claude Design product was going to be fairly basic.” “As it got closer to the launch, these partners found out that actually this new product... show more

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84,559 views • 2 months ago •via X (Twitter)

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We noticed on Tuesday! And called yesterday to watch out for Figma and Adobe at risk. Now the market has noticed too. Anthropic’s Chief Product Officer stepped down from Figma’s board… right before Anthropic introduced its first AI design tool, Claude Design. Figma stock dropping as investors start to price in a new kind of threat. Not just another design tool… but design generated from a prompt. Adobe stock also lower on the news.

We noticed on Tuesday! And called yesterday to watch out for Figma and Adobe at risk. Now the market has noticed too. Anthropic’s Chief Product Officer stepped down from Figma’s board… right before Anthropic introduced its first AI design tool, Claude Design. Figma stock dropping as investors start to price in a new kind of threat. Not just another design tool… but design generated from a prompt. Adobe stock also lower on the news.

Brew Markets

52,033 views • 4 months ago

The Trump administration is looking to take financial stakes in OpenAI & Anthropic. The recent Anthropic Claude Fable 5 & Mythos 5 restrictions could be a leveraging tool: "Maybe this could be kind of a negotiating tactic…” — Stephanie Palazzolo, AI Reporter

The Trump administration is looking to take financial stakes in OpenAI & Anthropic. The recent Anthropic Claude Fable 5 & Mythos 5 restrictions could be a leveraging tool: "Maybe this could be kind of a negotiating tactic…” — Stephanie Palazzolo, AI Reporter

The Information

29,304 views • 2 months ago

Anthropic is running the oldest predatory playbook in Big Tech (Save this). Here is what actually happened. Anthropic's own Chief Product Officer, Mike Krieger, was sitting on Figma's board and he resigned on April 14, 2026. Three days later, Anthropic launched Claude Design, a direct competitor to Figma's core product that allows users to generate prototypes, slide decks, and visual assets through conversation. Figma's stock dropped 7% the day of the launch and the stock has shed approximately 80% from its all-time high, erasing nearly $50 billion in market cap. Anthropic's valuation surged toward $800 billion in the same period. This is not an accident but rather a deliberate, systematic strategy and once you see the pattern, you cannot unsee it. Anthropic watched Cursor build the coding assistant category on top of Claude's models, Cursor became one of Anthropic's biggest customers. Cursor's usage patterns and product insights flowed through Anthropic's infrastructure every single day then Anthropic launched Claude Code, entering the exact category Cursor had created armed with every data point it needed to know the market size, the use cases, and the user behavior. The same pattern has now repeated across Claude Science, Claude Security, Claude Legal, and Claude Financial, every single one a vertical that was previously served by companies building on top of Anthropic's own models. The companies that trusted Anthropic's platform were simultaneously handing Anthropic the product roadmap for what to build next. Every company currently building on top of a closed frontier model is in the same position Figma was in before April 14, 2026. The only question is which category Anthropic targets next. David Sacks

Anthropic is running the oldest predatory playbook in Big Tech (Save this). Here is what actually happened. Anthropic's own Chief Product Officer, Mike Krieger, was sitting on Figma's board and he resigned on April 14, 2026. Three days later, Anthropic launched Claude Design, a direct competitor to Figma's core product that allows users to generate prototypes, slide decks, and visual assets through conversation. Figma's stock dropped 7% the day of the launch and the stock has shed approximately 80% from its all-time high, erasing nearly $50 billion in market cap. Anthropic's valuation surged toward $800 billion in the same period. This is not an accident but rather a deliberate, systematic strategy and once you see the pattern, you cannot unsee it. Anthropic watched Cursor build the coding assistant category on top of Claude's models, Cursor became one of Anthropic's biggest customers. Cursor's usage patterns and product insights flowed through Anthropic's infrastructure every single day then Anthropic launched Claude Code, entering the exact category Cursor had created armed with every data point it needed to know the market size, the use cases, and the user behavior. The same pattern has now repeated across Claude Science, Claude Security, Claude Legal, and Claude Financial, every single one a vertical that was previously served by companies building on top of Anthropic's own models. The companies that trusted Anthropic's platform were simultaneously handing Anthropic the product roadmap for what to build next. Every company currently building on top of a closed frontier model is in the same position Figma was in before April 14, 2026. The only question is which category Anthropic targets next. David Sacks

Milk Road AI

70,407 views • 1 month ago

You've probably used design systems in tools like Figma or Canva. Capsule is the first product to combine the concept of design systems with a video tool that's so easy anyone can do it. Loved by teams at Hubspot, Apollo, ServiceNow, and 100+ more.

You've probably used design systems in tools like Figma or Canva. Capsule is the first product to combine the concept of design systems with a video tool that's so easy anyone can do it. Loved by teams at Hubspot, Apollo, ServiceNow, and 100+ more.

Champ 🤟🏻

19,426 views • 2 years ago

Anthropic cofounder Ben Mann says they had an early version of Claude in March 2022 that they chose not to launch publicly out of concerns that it "would cause too much acceleration" and even though it was "pretty basic", delaying the release allowed 6 more months to work on safety

Anthropic cofounder Ben Mann says they had an early version of Claude in March 2022 that they chose not to launch publicly out of concerns that it "would cause too much acceleration" and even though it was "pretty basic", delaying the release allowed 6 more months to work on safety

Tsarathustra

408,671 views • 1 year ago

Cat Wu, head of product for Claude Code at Anthropic: "you can build almost anything with Claude from a single prompt now" one prompt gets you a working screen, not YOUR product Claude Code has never seen your design system, so it guesses the look fresh every time. how to hand Claude Code that system is in the article. better than the $300 design course in your tabs, and this one's free.

Cat Wu, head of product for Claude Code at Anthropic: "you can build almost anything with Claude from a single prompt now" one prompt gets you a working screen, not YOUR product Claude Code has never seen your design system, so it guesses the look fresh every time. how to hand Claude Code that system is in the article. better than the $300 design course in your tabs, and this one's free.

Mnimiy

113,663 views • 2 months ago

Why we switched from Figma to Claude Design “I let the team do whatever is best for them, and this is a trend I've observed amongst almost everybody: Claude Design has done a great job. People really like using it, it's easy to use, and we've had a natural movement towards it. It's also easier to not manage too many tools and licenses. Because Claude keeps making all these great features, people just gravitate towards it, with less friction than having procurement issue Figma licenses for every single person.” To what extent do you think Claude Design cannibalises Figma Danny Trinh Siqi Chen Julie Zhuo Jackie Bavaro

Why we switched from Figma to Claude Design “I let the team do whatever is best for them, and this is a trend I've observed amongst almost everybody: Claude Design has done a great job. People really like using it, it's easy to use, and we've had a natural movement towards it. It's also easier to not manage too many tools and licenses. Because Claude keeps making all these great features, people just gravitate towards it, with less friction than having procurement issue Figma licenses for every single person.” To what extent do you think Claude Design cannibalises Figma Danny Trinh Siqi Chen Julie Zhuo Jackie Bavaro

Harry Stebbings

47,310 views • 1 month ago

$FIG just launched the Figma Design Agent, a dedicated agent that works alongside users in Figma. The agent lives directly on the canvas, so you can prompt from any design layer, iterate and edit alongside the agent, and hand it boring tasks that would have otherwise taken up a lot of your time. $FIG CEO Dylan Field came on the show today to discuss the launch. Here's our full conversation. 01:18 – Clocking AI-generated designs 03:31 – Figma’s new Design Agent 05:40 – AI code bloat and slop 09:09 – Using AI to augment creativity and branding 15:08 – Why Figma should be the front door to building apps in the AI era 18:53 – How design becomes more important as code commoditizes

$FIG just launched the Figma Design Agent, a dedicated agent that works alongside users in Figma. The agent lives directly on the canvas, so you can prompt from any design layer, iterate and edit alongside the agent, and hand it boring tasks that would have otherwise taken up a lot of your time. $FIG CEO Dylan Field came on the show today to discuss the launch. Here's our full conversation. 01:18 – Clocking AI-generated designs 03:31 – Figma’s new Design Agent 05:40 – AI code bloat and slop 09:09 – Using AI to augment creativity and branding 15:08 – Why Figma should be the front door to building apps in the AI era 18:53 – How design becomes more important as code commoditizes

TBPN

46,212 views • 3 months ago

New open source project: Easel, a macOS workspace for AI-assisted product design and frontend iteration powered by the Codex SDK. Think of it as "Claude Design for Codex." It brings together a local project library, design-system setup, Codex chat, and a live web preview with a point-and-click inspector. Set up your design system however you like. Import one from Figma , bring your own, or have the agent generate it as a design.md. Then use it to build prototypes and slide decks. Codex-first, with Claude and other AI providers and local models planned for future releases. OpenAI Developers

New open source project: Easel, a macOS workspace for AI-assisted product design and frontend iteration powered by the Codex SDK. Think of it as "Claude Design for Codex." It brings together a local project library, design-system setup, Codex chat, and a live web preview with a point-and-click inspector. Set up your design system however you like. Import one from Figma , bring your own, or have the agent generate it as a design.md. Then use it to build prototypes and slide decks. Codex-first, with Claude and other AI providers and local models planned for future releases. OpenAI Developers

James Rochabrun

61,199 views • 2 months ago

Anthropic fucking killed it (again). biggest ai product launch of the year so far. claude can now control your entire computer autonomously. anything you can do on a computer - claude can. your very own digital employee. - any app, browser, file, spreadsheet, tool claude can intelligently access and operate. - claude controls your entire screen (like a human), no connectors. this is a huge step-up in intelligence. - best part: you can text claude to do things from your phone and it'll do work on your computer! - in the last week anthropic has shipped 9 features that have built up to this: a fully automated digital human. unreal

Anthropic fucking killed it (again). biggest ai product launch of the year so far. claude can now control your entire computer autonomously. anything you can do on a computer - claude can. your very own digital employee. - any app, browser, file, spreadsheet, tool claude can intelligently access and operate. - claude controls your entire screen (like a human), no connectors. this is a huge step-up in intelligence. - best part: you can text claude to do things from your phone and it'll do work on your computer! - in the last week anthropic has shipped 9 features that have built up to this: a fully automated digital human. unreal

Ejaaz

2,036,569 views • 5 months ago

Dario Amodei says Anthropic held its first version of Claude back about six months, and gave up the ChatGPT moment doing it: "When we had our first product, our first version of Claude, which is our model, we actually delayed the release of that model roughly six months because this was such a new technology that we weren't sure of the safety properties." "We weren't sure we wanted to be the ones to kind of kick off a race." "This was just before ChatGPT." "So we arguably had the opportunity to seize the ChatGPT moment and we chose to release a little later, which I think had real commercial consequences but set the culture of the company." ChatGPT launched on November 30, 2022. Anthropic launched Claude in March 2023. - Dario Amodei (Dario Amodei), co-founder and CEO of Anthropic (Anthropic), at the Council on Foreign Relations (Council on Foreign Relations) CEO Speaker Series.

Dario Amodei says Anthropic held its first version of Claude back about six months, and gave up the ChatGPT moment doing it: "When we had our first product, our first version of Claude, which is our model, we actually delayed the release of that model roughly six months because this was such a new technology that we weren't sure of the safety properties." "We weren't sure we wanted to be the ones to kind of kick off a race." "This was just before ChatGPT." "So we arguably had the opportunity to seize the ChatGPT moment and we chose to release a little later, which I think had real commercial consequences but set the culture of the company." ChatGPT launched on November 30, 2022. Anthropic launched Claude in March 2023. - Dario Amodei (Dario Amodei), co-founder and CEO of Anthropic (Anthropic), at the Council on Foreign Relations (Council on Foreign Relations) CEO Speaker Series.

Karl Mehta

114,917 views • 1 day ago

The lack of "feature design" is why so many products over time feel hollow or messy. This isn't visual design. This isn't architectural design. I thought that a short video lecture of what feature design is and a real case study of applying it in Ghostty would be helpful. Feature design is the planning step behind how you're going to solve one or more user problems with a product feature: what that feature looks like, how it feels, and not just how its going to tactically solve these specific problems, but how that solution is going to interface with the edges of other features that currently exist or are planned to exist in the future.

The lack of "feature design" is why so many products over time feel hollow or messy. This isn't visual design. This isn't architectural design. I thought that a short video lecture of what feature design is and a real case study of applying it in Ghostty would be helpful. Feature design is the planning step behind how you're going to solve one or more user problems with a product feature: what that feature looks like, how it feels, and not just how its going to tactically solve these specific problems, but how that solution is going to interface with the edges of other features that currently exist or are planned to exist in the future.

Mitchell Hashimoto

156,406 views • 8 months ago

After testing every AI toolchain for a year, this is the only workflow I'm endorsing: Figma → Claude Code (Sonnet 4.5) Here's how I'm building Lorelight: 1. Design the happy path in Figma 2. Feed it to Claude Code via Figma MCP 3. Get a strong foundation in 15 minutes 4. Spend the next 50+ hours iterating (still design work) The design/dev loop that used to be isolated is finally closing. I even built a complete design system in within minutes. Custom components, living documentation, accessibility rules all from the Figma designs. If you're measuring the effectiveness of these tools by whether they can "one-shot" a design, you're consuming too many AI hype commercials. Log off. Then go actually build something with your hands. With AI. With your taste. Stop trying to "one-shot" good shit. And go make stuff with the new tools. For designers who want to ship real products, this is the stack that's getting it done.

After testing every AI toolchain for a year, this is the only workflow I'm endorsing: Figma → Claude Code (Sonnet 4.5) Here's how I'm building Lorelight: 1. Design the happy path in Figma 2. Feed it to Claude Code via Figma MCP 3. Get a strong foundation in 15 minutes 4. Spend the next 50+ hours iterating (still design work) The design/dev loop that used to be isolated is finally closing. I even built a complete design system in within minutes. Custom components, living documentation, accessibility rules all from the Figma designs. If you're measuring the effectiveness of these tools by whether they can "one-shot" a design, you're consuming too many AI hype commercials. Log off. Then go actually build something with your hands. With AI. With your taste. Stop trying to "one-shot" good shit. And go make stuff with the new tools. For designers who want to ship real products, this is the stack that's getting it done.

Tommy Geoco

22,905 views • 10 months ago

Open source AI is gaining traction due to the White House’s clampdown on Anthropic & OpenAI. “A lot of founders and developers have been burned by trying to build apps on top of these really advanced closed source models, like Fable for instance…” “… and then seeing those models get taken down or removed from the market just days later.” — Stephanie Palazzolo, AI Reporter

Open source AI is gaining traction due to the White House’s clampdown on Anthropic & OpenAI. “A lot of founders and developers have been burned by trying to build apps on top of these really advanced closed source models, like Fable for instance…” “… and then seeing those models get taken down or removed from the market just days later.” — Stephanie Palazzolo, AI Reporter

The Information

19,314 views • 2 months ago

In March 2025, Dario Amodei said that “In 12 months, AI [may be] writing essentially all of the code.” 9 months later, Anthropic released Claude Codework (the team gave plans and design, but Claude generated all the code in 10 days). From here, Amodei says the programmer’s role is to set specifications for the AI: ▫️What are the conditions of what you’re doing? ▫️What is the overall app you’re trying to make? ▫️What’s the overall design decision? How do we collaborate with other code that’s been written? ▫️How do we have some common sense on whether [this] is a secure design or an insecure design? But he ultimately believes Claude will automate all of that too.

In March 2025, Dario Amodei said that “In 12 months, AI [may be] writing essentially all of the code.” 9 months later, Anthropic released Claude Codework (the team gave plans and design, but Claude generated all the code in 10 days). From here, Amodei says the programmer’s role is to set specifications for the AI: ▫️What are the conditions of what you’re doing? ▫️What is the overall app you’re trying to make? ▫️What’s the overall design decision? How do we collaborate with other code that’s been written? ▫️How do we have some common sense on whether [this] is a secure design or an insecure design? But he ultimately believes Claude will automate all of that too.

Bearly AI

154,029 views • 7 months ago

Last week, Anthropic dropped the coolest "AI isn't just chat" product. Claude Design lets you describe what you want to Claude and it returns prototypes, slides, and one-pagers by just chatting. You can then export to Canva, PDF, PPT, or hand off to Claude Code. You can give your entire design system and codebase to apply automatically to your project, and can share and collaborate with your team. The direct connect to GitHub will probably be my most used feature. Feels directly like a competitor to Figma or just a way to further boost collaboration with Claude. I built a preview of an app that allows CSGO players to meet and squad up with other players, marketplace for in-game loadouts, and pay high-ranking players to mentor them. (CSGO is a game released in 2012 and still consistently one of the highest watched games on Twitch, extremely popular in esports, highly competitive, and an all-around classic game - I know this because a gen zer talked to me about it for 2 straight hours.) I'll keep sharing more examples here.

Last week, Anthropic dropped the coolest "AI isn't just chat" product. Claude Design lets you describe what you want to Claude and it returns prototypes, slides, and one-pagers by just chatting. You can then export to Canva, PDF, PPT, or hand off to Claude Code. You can give your entire design system and codebase to apply automatically to your project, and can share and collaborate with your team. The direct connect to GitHub will probably be my most used feature. Feels directly like a competitor to Figma or just a way to further boost collaboration with Claude. I built a preview of an app that allows CSGO players to meet and squad up with other players, marketplace for in-game loadouts, and pay high-ranking players to mentor them. (CSGO is a game released in 2012 and still consistently one of the highest watched games on Twitch, extremely popular in esports, highly competitive, and an all-around classic game - I know this because a gen zer talked to me about it for 2 straight hours.) I'll keep sharing more examples here.

Allie K. Miller

10,586 views • 4 months ago

Anthropic CEO: “At Anthropic, we essentially have Claude designing the next version of Claude itself.” Meanwhile, Anthropic says every new model is given code that trains a small AI model and asked to make it faster. Claude Opus 4 achieved a 3x speedup. Mythos Preview reached 52x. Recursive self-improvement is starting to look real The models are helping build what comes next.

Anthropic CEO: “At Anthropic, we essentially have Claude designing the next version of Claude itself.” Meanwhile, Anthropic says every new model is given code that trains a small AI model and asked to make it faster. Claude Opus 4 achieved a 3x speedup. Mythos Preview reached 52x. Recursive self-improvement is starting to look real The models are helping build what comes next.

CG

343,231 views • 2 months ago

I've just created a @Figma plugin in 2 hours with Anthropic Claude 3.5 that creates synonyms for icons and adds them to the component's description for better icon finding. I have 0 backend experience, and there is some Vercel server stuff and API calls to AI API 🤯

I've just created a @Figma plugin in 2 hours with Anthropic Claude 3.5 that creates synonyms for icons and adds them to the component's description for better icon finding. I have 0 backend experience, and there is some Vercel server stuff and API calls to AI API 🤯

Matt

54,247 views • 2 years ago

This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."

This is the best take I have heard around the existing AI landscape today Fantastic explanation around the constraints at OpenAI and Anthropic, focus on enterprise business models, and the doomerism narrative in AI From former AI czar David Sacks "Even though Anthropic's revenue has followed this exponential graph very predictably, it cannot do that ever. The reason is that as you hit new levels of scale, you encounter new problems. You are simply going to run out of compute, electricity, data centers, and infrastructure. There are limits to the physical world you are going to hit. And there is already evidence that Anthropic is hitting some of those limits."

Boring_Business

236,448 views • 4 months ago

SITUATION EXPLAINED: Why is Anthropic structurally a religion of Claude? We asked Duncan, writer and philosopher at PALLADIUM Magazine "When I think of religion, it's not just you believe in something supernatural. You think of worship and ritual and this kind of orientation. And you don't even have to have any kind of woo addition, you can just look at Anthropic as it is and say, 'This is a religion of Claude, just structurally. That's what it is.'" "We're gonna get so much more of that. And at the same time, you're also going to get all of these different religions sweeping in to fill the void as there's this kind of psychological disturbance." "Everyone's gonna be just losing their mind as the world is transformed. They're gonna reach out for Christian eschatology like Thiel." "I did a Jhana retreat a year ago, and it was full of Anthropic employees, because everyone, they sense this crazy spiritual whirlwind that's going on as the world is just snowballing with this technology, and they're reaching out just to try and make sense of it."

SITUATION EXPLAINED: Why is Anthropic structurally a religion of Claude? We asked Duncan, writer and philosopher at PALLADIUM Magazine "When I think of religion, it's not just you believe in something supernatural. You think of worship and ritual and this kind of orientation. And you don't even have to have any kind of woo addition, you can just look at Anthropic as it is and say, 'This is a religion of Claude, just structurally. That's what it is.'" "We're gonna get so much more of that. And at the same time, you're also going to get all of these different religions sweeping in to fill the void as there's this kind of psychological disturbance." "Everyone's gonna be just losing their mind as the world is transformed. They're gonna reach out for Christian eschatology like Thiel." "I did a Jhana retreat a year ago, and it was full of Anthropic employees, because everyone, they sense this crazy spiritual whirlwind that's going on as the world is just snowballing with this technology, and they're reaching out just to try and make sense of it."

MTS

15,488 views • 2 months ago