TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

jennifer

T2 · manager / operator
1 call·1 name·0% bull·last heard 9 months ago·a16z
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$FIGFigma

Figma's collaboration model disrupted by AI agents that work directly in code

Figma brought design and engineering closer by unifying around a shared artifact, but AI agents like Cursor go further by letting designers directly manipulate functional code in the browser, collapsing the handoff loop entirely.

a16z2025-11→

most discussed · click a bar to filter

recurring themes

1 total
$FIG
···
Figma
MEDjennifer·a16z·9 months ago
Figma's collaboration model disrupted by AI agents that work directly in code
Figma brought design and engineering closer by unifying around a shared artifact, but AI agents like Cursor go further by letting designers directly manipulate functional code in the browser, collapsing the handoff loop entirely.
"Figma already bring that sort of process a lot closer that you can collaborate around one artifact that everybody can give inputs and prototype and bring sort of more of a close t…"
7:20