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![tbpn Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1838288550569349120.png) TBPN [@tbpn](/creator/twitter/tbpn) on x 95.1K followers
Created: 2025-07-21 22:32:16 UTC

We asked @jaminball (Partner at Altimeter Capital) about AI's impact on design software and @figma specifically:

"When Figma was founded, the entire industry used Sketch. Sketch was the equivalent to Excel for an investment banker."

"They can't afford to be 'Sketched.' They can't let someone Figma them like they figma'd Sketch."

"Dylan is still the CEO. It's a founder-led business with a history of execution over a decade-long period."

"They will be successful and they will be the vendor to capitalize on this AI trend."

![](https://pbs.twimg.com/amplify_video_thumb/1947424351839752192/img/vo6t6gyndJ3rFBW6.jpg)

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