Figma, Inc. Goldman Sachs Communacopia + Technology Conference 2026

Thank you for having me.

Absolutely. I think maybe taking a step back, it's this wild time and one that we have wanted to see come true for so long. The amount of software that people are building, the amount of creativity that folks are exploring, it's expanding so fast, it feels exponential. Yet, you look at adoption, and it's kind of flat overall. Not everything is getting actually adopted.

Right. Not everything is getting developed fully, and the attention economy, at the end of the day, is quite limited for software, whether it's an enterprise consumer, for marketing across all areas where people are using software as part of the business.

The fight for attention is constant. When you look back at the launches we did at Config, a lot of that was around expression. How do you get the best ideas out there in a way that you can still shape, but also with the benefit of AI? We went for things like motion and expressive shaders, the ability to create your own tools in Figma, and more. Now, I think as we look across our platform, the first thing that we always have to remind ourselves of is design and designers are core.

We must always cater to their needs and make sure that they are the first folks that we take care of on the platform. I think that there's tons of opportunity outside of design as well. As we look at it and look at the improvements that we're seeing with LMs right now, it's pretty mind-boggling how fast they're improving. I think our core strategy remains the same, which is basically we see code as being increasingly commoditized. As it becomes more commoditized, I don't believe that the layer on top of that, the abstraction is text. I think it's visual. I think that is what most people, including designers, want, is to actually interact with a visual medium to go change and to fix up and really reflect their own point of view in the design in the medium.

As we do that, I think that'll be increasingly the starting point from which you then go make a PR, from which you ship code and measure it. If we can do that, I think it really enables us to open up code in the canvas alongside all sorts of other mediums, because at the end of the day, code is just an implementation detail. It's not the what. It's not what people are going for. To the degree we can do that fully, I think it expands the platform and opportunity quite a lot and puts us more in the token flow overall.

Well, I don't think it's entirely bearish, first of all. I would say that overall, one of the core theses of Figma is alongside prompting to get started and to get something out onto the canvas that you can start thinking about and respond to because, I'm sure all of you feel this, when you are staring at a blank canvas, a blank page, that is the hardest thing, to be able to catalyze yourself into going, creating, editing, iterating from there. To get something on the canvas is incredible. To be able to do these tasks that are pretty menial, might take hours, and automate them away is so helpful.

But yeah, to the degree that we're able to make it so that people can get what's inside their head onto the canvas and translate that into the shape of their hands through direct manipulation, and also not just be building in one direction, whatever they happen to get from the agent, but actually building the right thing, which requires exploration. It requires divergence. I think that the canvas is very useful here. It's a bird's eye view to actually have a sense of all the things that are going on, seeing zero on the thing that matters. That is ultimately where I see as being a very important step that a lot of folks are reporting to us as missing right now.

We've gone from a place where designers and design teams inherently diverged to many folks trying to adopt AI workflows, in the process losing what made them designers in the first place, and then trying to get back to it and figuring out, okay, how do we solve this? One of the things that we also launched at Config, or sorry, announced at Config, and will be launched soon, is Code Layers. This is in a way to just put code on the canvas. That way, across all these mediums, you can also see code and have a full functioning prototype that you can consider alongside other options.