Topic

FIG

A collection of 2 issues

Figma: The Design OS at the AI Crossroads

You can listen to the Deep Dive here Back in 2011, Dylan Field, then a 18-year old intern at the social magazine startup Flipboard, found himself wrestling with clunky design software. He was frustrated by Adobe Fireworks and wondered aloud why designing on a computer couldn’t be as seamless

Adobe and Figma's Divergent Path

The last time I covered Adobe’s earnings was back in 2Q’23. In that update, I explained why I decided to sell the stock. In retrospect, that was perhaps one of my well-timed exits so far. But has the market been punishing Adobe too much? I wouldn’t focus