Rory O'Driscoll

There's a lot of fracturing in AI.

I don't know who will win.

And it's probably mean to say Figma feels behind, but it is how it feels as we record.

Figma is tiptoeing into vibe coding, just like Canva and others.

And there is some disruption risk that the tiptoe is too slow.

I have invested in a small startup called Ally App that sort of bridges it.

It lets you vibe code your existing product and change it.

And I mean, it's early, there's already insane demand, but that's just the first step.

Everyone loves Figma, every designer.

I mean, I'm sure some are grouchy, but I think it's up there with Klaviyo.

Everyone in e-commerce, their favorite app is Klaviyo because it just gets you more customers.

Klaviyo has brought in a co-CEO because their whole business model has changed.

It's going to be there in software in a year.

It just doesn't make sense to have to wait days for designs to change.

And then they only sort of work in my code base.

And then I've got to integrate it.

All these guys added a design mode with Google 3 Pro or whatever it is.

They all added a design mode.

It's like pretty good, but it's still recycled stuff.

But you could see a hint of it where now you can make a somewhat beautiful website while you vibe code.