As AI commoditizes basic functionality, 'good enough' is no longer sufficient and will be considered mediocre. Sustainable advantage will come from the top of the stack: superior design, craft, brand, point of view, and storytelling.
The idea that AI will enable billion-dollar companies with tiny teams is a myth. Increased productivity from AI raises the competitive bar and opens up more opportunities, compelling ambitious companies to hire more people to build more product and win.
A counterintuitive use for AI in creative work is as an 'anti-inspiration' tool. By asking it for the 10 most cliché ways to say something, you can see the predictable path and intentionally steer your own writing toward a more novel and impactful expression.
In a gold rush like AI, the shared 'why now' forces many founders into a pure speed-based strategy. This is a dangerous game, as it often lacks long-term defensibility and requires an incredibly hard-charging approach that not all teams can sustain.
To manage the fallout of the failed Adobe deal, Figma offered a voluntary exit package (3 months pay) to anyone no longer committed. This 'Detach' program filtered for motivation, ensuring the remaining team was fully bought-in for the intense period ahead, with only 4% taking the offer.
AI-generated design falls short because it cannot integrate the myriad of constraints top designers handle: business goals, cultural context, brand emotion, and system-wide consistency. AI will eliminate drudgery, freeing designers to focus on this higher-level, holistic, and creative work.
Figma's CEO reflects that despite clear signals of user demand, like a 14-page feature request after a buggy demo, he was too nervous to hire aggressively. This slowed their progress unnecessarily in the early years, a mistake he advises other founders to avoid.
Figma's market initially seemed too small to attract major VC interest or intense competition, giving them space to build a defensible product. Founders can gain a significant advantage by working in overlooked spaces, provided they have genuine passion to sustain them for a decade or more.