Why Figma is selling to Adobe for 20 Billion Dollars on this week’s DecoderPod.
. It’s uplifting in many ways, except for the chapters about the Nest acquisition at Google, of which Tony has nothing but unreserved scorn. Nest was a company that had its own culture. He was building it, Google bought it, they dumped a bunch of money into this company, they turbocharged investment, Google culture seeped into the company, and things went totally sideways. I don’t know how familiar you are with that story, but it is a pretty common story.
I was really heartened by that reaction. Getting to meet them and spend time with them, we felt very welcomed. I’m really excited to spend that time with their team to learn and figure out how we go from here. How do we keep building and do the best thing for the customer and for that vision of making design accessible to all? And not just interface design, but more globally, all types of design, creativity, and productivity. There’s a lot to do there.
Figma is a web product built on WebGL. You mentioned at the top of the show that WebGL’s technology lets you do 3D rendering on the web. The web is kind of under attack. On top of everything else, this primary surface that you distribute your product on, has maybe been perpetually under attack. First Microsoft tried to kill it, now maybe Apple’s trying to kill it, and who knows what Google’s trying to do with it, but it always feels a little unsteady.
As more abstraction layers exist in the software you’re building, each one incrementally slows down a little bit year over year — especially as they become a sort of black box that’s not actually introspected into and people rely on them in almost faith-based way. “Of course that abstraction level is good. We don’t touch it anymore. The person who worked on it is no longer here. Don’t go there. The code is really messy.” Then of course it degrades a little bit year over year.
Now, that said, browsers do occasionally ship something where they’re trying to fix something over here or in a different spot, and there is some kind of inefficiency that’s added or an issue that accumulates. We have worked really hard since the start of the company to maintain and build relationships with browsers so that if that happens, we’re seeing in a canary or beta build that there is an issue.
One thing we’re excited to announce very soon — and I’ll give you a little sneak peek — is our mobile comments that are coming out. Making sure we could add that in a performant way was really important to us. If you think about it, there is a lot that we can do with comments on mobile that is unique to the mobile form factor over time. We’re super stoked about that.
If that was the only thing that we looked back on in 10 years and we said, “Wow, because of Figma existing there are more people on the web,” that would be something that would make me feel really proud. I think and hope there will be a lot more too. It’s really cool to see so many people betting on the web now, whereas before it was something that people just didn’t believe in.
Do you make strategic decisions at Figma around the market shares of different browser engines on desktop? Chromium is really dominant. Microsoft was forced to effectively concede and move Edge to Chromium on mobile Safari. If you don’t address mobile Safari, you don’t get a whole bunch of people, because there are no other browser engines on the iPhone.
How often do you escalate things? Does it happen, or is that mostly on the technical side of the company? I just spotted my review unit of the Meta Quest Pro, it’s just sitting right over there, so I need to ask you about VR. Meta thinks that we’re all going to be hanging out in the metaverse, winking at each other and connecting emotionally because we can see each other’s faces. They have a little bit of a whiteboarding tool. It’s very early.
By the way, we are just now building tablet for FigJam and for Figma, and tablets have been around for a long time. It’s not like this is a new thing. It takes a lot to remove people from the surface that they’re already used to and put them on a new one. You have to demonstrate some benefit.
Let me push back on this just a little bit, because this is fascinating. AI, machine learning, and now generative image models are all a very cool party trick, right? I know some newsletter authors who are like, “I’m going to illustrate my newsletter with DALL-E.” That’s cool, it’s very neat. There’s some stuff that might get built on top of it, and there are some machine learning applications that are indeed very useful to large industries all over the place.
There is something to having scarce digital goods. Do I think it was overhyped and there’s a bubble? Absolutely, I do. I think that’s the curve that most technology is on. In fact, I think that we’re probably going to see an even bigger bubble around a lot of things that are called AI as a collection of things. If I’m seeing the VC investment patterns that are going on, AI feels a lot like crypto right now.From before the crash, just to be clear.
], I don’t even know how to think about that. I think that the world could get really weird, really fast.No, work might just change in a very fundamental way.Oh my God.
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