Figma

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Sunday Insights

Atlassian and Figma Lead the R&D Arms Race

By Laura Bratton · Apr 12, 2026 8:00am PDT · 4 comments
Wall Street’s sell-off of enterprise software stocks resumed in earnest late last week, sending stocks such as ServiceNow and Snowflake down around 8% or so on Friday, as jitters over the impact of new AI tools on older software firms intensified. But the panic may be too indiscriminate. One way of sorting out which software firms may have more... Wall Street’s sell-off of enterprise software stocks resumed in earnest late last week, sending...
Sunday Insights

Figma and HubSpot CEOs Say They Aren’t Fazed by Risks From AI Agents. Their Disclosures Say Otherwise

By Laura Bratton · Mar 15, 2026 8:00am PDT · 7 comments
Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from AI that could crimp their growth, a concern that has pressured their stocks for months. But the securities filings those leaders sign every quarter are beginning to note the competitive risks the companies face from AI agents, which their customers... Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from...
Daytona CEO Ivan Burazin. Photo courtesy of Daytona.
AI Agenda

Datadog and Figma Back a Startup Developing Tools For AI Agents

By Stephanie Palazzolo · Feb 5, 2026 7:00am PST
First off, check out Jyoti’s Wednesday scoop about Meta’s latest AI model efforts. In sum, Meta is telling its employees “we’re back in the game!” and setting high expectations for the company’s next open-weight large language model, codenamed Avocado.Yes, Meta AI leaders did the same last year with Llama 4 and we all know how poorly that turned... First off, check out Jyoti’s Wednesday scoop about Meta’s latest AI model efforts. In sum, Meta...
Mike Krieger from Anthropic. David Paul Morris/Bloomberg via Getty Images.
The Briefing

Figma’s Apple Moment; Allbirds’ AI Pivot

By Martin Peers · Apr 15, 2026 5:00pm PDT
AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning itself into an AI chip firm called NewBird AI. Its stock rocketed 600% in response. But before we dig into that bizarre story, we should highlight what may be today’s more meaningful news: Anthropic executive Mike Krieger’s departure from the board of... AI really is transforming the world! The latest example: Dying shoemaker Allbirds is turning...