Figma CEO Dylan Field: 40% revenue growth to $1.046B in 2025, Figma Make drives non-designer adoption

further ado,

profanity alert. Profanity alert.

Thank you. Yes. Yes. We need to clean like a sailor.

Clean it up. We will be bleeping him in post potentially. I don't know if we'll actually do that, but anyway, uh we have Dylan Field from Figma in the reream waiting room. Let's bring him into the TV. I'll show him. Dylan, how you doing?

Hey, good. How are you guys doing? Oh, slid back.

Doing great.

Great to see you.

Did you hear the news? America just won in overtime.

We beat the Canadians.

I did not hear that news. The Olympics in hockey. Yeah.

Oh, wow.

It's great.

There's a lot to celebrate.

Yes. Uh but give us but give us the news in your world. How are things going?

It's good. Uh we're working hard, having fun.

Um but yeah, we uh just uh did our earnings and

really strong results. So we're super excited. Uh 2025 was just a massive year for us and the fourth quarter uh was our best quarter yet. So

we had

40% year-over-year growth. Right.

You got it. Uh we did 304 304 million in revenue.

Wow.

And then uh also yeah we I mean looking at the whole year I mean we just shipped so much went from four to eight products launched over 200 features uh and most recently uh uh earlier this week

on Tuesday we launched a quad code to Figma design uh pathway where you can go from code to the Figma canvas. Uh, and I'm really excited about how we can do this entire round trip. Yeah. Yeah.

And make it possible so that wherever you start, we can give you a way to go anywhere on the Vigma platform. Do you think people are sort of underappreciating that loop because so many of the experiences with agentic coding systems like Cloud Code are very toy projects? Like the first time I used Codeex on desktop, I just remade the TVPN homepage to look like uh to look like Berkshire Hathaway's website. And it's like I just took a screenshot. I didn't need to do any real work. It was a five minute thing. Uh, and I think a lot of people are amazed by the like toy projects, but then they don't really think about what's happening when it there's a design system, this is a large organization, this is an enterprise, this is going to be something that's enduring. And so, can you share a little bit more about that flywheel and what it takes to actually put these tools to use in a serious way?

You know, I think it's actually really important even when you're maybe it's my mindset. I'm a perfectionist, but uh even for the toy projects, I want to go figure out like what is the best expression of my fun toy project.

Sure.

You know, uh maybe something like a Berschar uh halfway website is a fairly constrained form factor. And so uh maybe that's not the best example.

HTML 3. Um, I recently made, for example, uh, my friend was like, I want to go viral in this year. And it was a birthday. Like, my goal for this year of my life is to go viral. Okay.

I'm like, that well, that's kind of weird, but cool.

Uh, and so I made them a

lot of lot of space to explore there. There's a lot of ways to go viral. Some some can be good.

Go on an airplane, yell at people.

What I probably should have done is, hey said, "Hey, go talk to these guys." But um instead uh I I made them a website with Figma make um and uh made it you know really beautiful and tried a few different directions out and um yeah you know very quickly got to okay here is sort of with some custom prompting like a list of ways for them to go viral given who they are and uh and then it's all collected together in a nice way. But even for a fun project like that, uh, that's just like, you know, I'm going to send to them. They're going to do whatever they do. I don't know if they're going to look at it more than a few times or even a few times. But I don't know. For me, I want to go explore wide enterprise.

Yeah, you absolutely need to go think deeply about what's going to make the best product experience for your customers. And that's not going to be just a we're going to go code it up and we're going to do whatever we come up with first. you're going to go actually think through the option space and try to figure out what it is uh that you want to go steer towards.

That is critical. Um and if you don't think about that as a system, if you don't actually use all the components you've standardized on the styles, uh then you're not going to appear the same way to your customer throughout the entire user journey. And it has to really tie together with brand as well as your product uh as well as your point of view and your marketing and your messaging. So it's super important to make it so that you're able to have all that come together. And uh just being in code I think is very linear. You might be running fast but you might be running towards the wrong direction.

Yeah. Uh what's driving the Figma make growth? Is that the the same archetype as the Figma user? Does it diverge in any interesting ways? What can you share about like how interesting ways people are using Figma make and also how you're thinking about growing that product?

Yeah. Um when you look at Figma make, I think what's really cool is to see how many non-designers are using it.

Okay.

Uh and that is something that we've really picked up on. uh it's not just the designers that are going in and making really amazing prototypes through Figma design uh but also folks are coming in and uh making these files and prototypes and actually full working web apps and experiences. I mean 60% of files created in Figma make are non-designers at this point.

Wow.

Which is amazing.

Yeah. I I mean that was a big part of the original Figma thesis was that uh there were going to be non-designers using this tool from day one.

Basically, if you did if you looked at the TAM of the business purely on on a you know product designer basis, it didn't look like it would be business today.

I don't think you ever had designer right every day for a decade.

Yeah. So, uh yeah, that Yeah, that's interesting. Um, how do you think about the growth of that product in terms of adding plugins, features, hosting, deployment, uptime, edge, distribution, like that could grow into its whole thing, right?

Yeah. Or maybe a more simple question is like where where do you want to partner? Where do you want to build yourself?

Yeah. I mean, I think that we're gonna see tons of partnerships uh for things like Figma make where you need to be able to pull in context from whatever systems people use

and then with that uh use it to help create and help access data. Uh but more importantly, I think that it's really key that we both create a simple surface

that if you're just getting started, you can use and also we figure out how do we make it so that

you're able to go above and beyond and go really uh professional

and do uh do things that basically require a skill ladder to traverse.

Yeah.

Um but visual first. That's the thesis is visual first.

But yeah, make users grew 70% quarter over quarter. I mean, we're seeing great adoption. Uh I think people are really resonating with the product

and finding all sorts of fun and awesome use cases for it. And I I think there's such opportunity given the way that um our active users of make are also using Figma design

to bring these services closer together which I think is back to that divergent point because make is still too linear for uh my taste.

Oh, interesting. What uh what are what feature requests are you prioritizing and most thinking about and and what are some maybe more wild feature requests that uh you may Figma may not get to?

Well, uh I mean there's a feature request in this conversation to go do edge computing. I don't think that's going to happen.

Okay.

Uh you know all of our all of the the folks out there working on edge computing, you know, come partner with us.

Hardware.

We're we're not in your space. Don't worry. hardware. I I want a hardware device. Um, you you you mentioned taste. How have you been reacting to the taste discourse? Is taste a new

How many different cycles of taste discourse have?

This is the first time I've ever heard it have happened since Figma was started.

I I think about companies like uh like Linear who who like to me exemplify like a taste driven company and and how many of these cycles where they're like, "Oh, they they care about this again. Great. Um, I mean, look, like I think that from the start of Figma, you know, the the goal was not just to get everyone doing design or making design software usable by everybody and expanding the market. That wasn't the way we thought about it. It was like how do we get people started on this journey

where they can actually go and be more expressive, more creative, uh, and you know, really start to solve problems. And you know, maybe it was a bit of like rejection, but for me at least, uh, I wake up in the morning, I'm like, I want to go create software. I want to go build stuff.

And so, how do I make it so that anyone with that impulse can just do that? Um, that doesn't mean they're all going to have like taste and craft and epic design skills. I mean, I think for the rest of my life, I can work on that. Um, and many designers have made that a lifelong pursuit.

Yeah. Yeah. There's something there's something that that's very real where

you start on this creative journey and your taste level can be way above your skill level and it's incredibly frustrating. And some people start and they just stop

because they feel like like I have this idea for what I want something to look like or be like and I'm kind of like trying to make things that match that and I can't. And that's part of why AI in general is like incredibly exciting because it can help you close that gap faster and potentially help you close that gap almost instantly in some circumstances. But you might create a hundred different outputs before getting to the one that actually meets that, you know, level.

Yeah. I think that the the key thing is that you really have to go wide and explore and then challenge yourself. If you find areas where you're going, hey, actually I don't feel like um I am liking this enough, uh I'm not happy enough with a solution, then you got to go keep pushing. Um but the more you can sample the possibility space and see some things that you like and you don't like, gives you something to react to. M

uh and I think that the the constant thing is you need to be constantly critiquing and thinking about what is it that you like, you don't like, etc. And you know, people talk about agents all the time. Uh and I'm I'm obsessed with agents, too. We all are, right? Agents are cool.

But um

how many Mac minis do you have?

No comment.

No comment. No comment. He's the reason that that Mac minis are sold out.

10K. I I swear I am not Claudebot. Uh but anyway, um but yeah, uh but like I think that the bigger point going back to taste is, you know, if an agent can do it for you,

then unless you got some amazing sophisticated prompting that's super unique, like an agent can do it for someone else.

Mh.

And so I think that this um discourse on like agents are just going to do all the things.

Well, what is different about your setup uh than others? Mhm.

You at least have to have something different there in order to not think that you're just going to get the same thing everyone else is going to get.

Yeah.

Even then, I don't know if it's going to get you extraordinary.

Yeah. Yeah. We we read a post yesterday um uh that was sort of trying to quantify the the background that leads to taste. And he was basically saying that like Steve Jobs was incredibly high IQ but also had like varied training data in that he had like been homeless and like traveled the world and like got all these like bizarre experiences. And I'm wondering if that like resonates with you or you think that it's it's like too difficult to even quantize what makes for a great designer or great taste.

You know, I think that the great designers I've met through my life um have come from so many different backgrounds. You know, a lot of a lot of folks have come through rigorous design training like they just just went through a system.

Sure.

And other people, wow, they went and created, you know, their band poster. Yeah.

And that got them into like graphic design and then somehow they like

showed up at the right uh house and crashed on someone's couch and then they became a product designer and then never went back. Uh you know, it's like everything in between. And um there's not really any pattern. Uh some people have traveled the world and you know gone on the meditation retreats and some people uh are like as buttoned up as you could get and just totally straight laced. Uh I think that the nice thing about designers is they're so unique uh and there's no pattern matching.

Yeah. How do you think about variability of design going forward? Are we at

so excited? Are we at a sort of a narrowing period because most people come with just a generic prompt or because I saw your Figma make examples and I was like I didn't even know that was possible. There were so but I was like I would never have gotten there. So is are are there going to be tools to maybe help people like be inspired by your background which has a whole bunch of variation on it? I I I don't know.

Yeah. I I I'm just I'm just wondering because I mean we were just we were just talking about a company that it feels like the prompt was like copy Jord's website. Maybe it wasn't maybe it's just coincidence, but it felt like okay like there wasn't uh there wasn't like a twist here where it was like oh just do something completely different that's never been applied to this particular category at least like steal from a different niche instead of from the one that's like very very similar. Um, but I'm I'm wondering how you're how you're seeing like variation in design uh take take hold in in the world.

Yeah, this is the moment I think uh where we're going to see the pendulum go from I mean let's look back right. So we had the flash era geocities like not saying it was high quality era but there was a lot of variation.

Yeah.

And then iPhone comes out it's like skumorphism and then like Swiss minimalist design.

Yeah. And nothing wrong with Swiss minimalist design uh like that is uh a really cool and storied field and uh lineage but it is just one part of the greater aesthetic realm and we can go into such interesting places and try so many interesting patterns on the UX side too. It's not just UI and the visuals. It's also the structure, the IIA, the way that people navigate through these things and the interaction patterns.

And uh I think there's innovation that's going to be flourishing on all of it.

Uh I'm just so excited to see the internet get like really dynamic and um really visual and uh people try things that they just h we haven't seen in a while and and things that people haven't seen ever because I think that that's what it's going to take to stand out now. There's been so much there like the exponential curve of software is just

it's taking off in a way that um it's always been exponential but now it's vertical. We talked about this before and in order to stand out I mean you guys have a show that you're managing to actually break through and get people to be watching this. um like this is not normal, right? Like but you have worked very hard, very diligently to create the conditions under which you have this audience. Well,

um this is this thing that everyone has to figure out now is how are you going to actually get any attention in a world where there's constantly new information?

Yeah.

Um even beyond America winning the ice hockey match. So

yeah, it's I've been I've been thinking about uh uh how Genai is impacting marketing. It's allowing somebody has like a unique idea.

Mhm.

And then it used to be like you had like at least a month to kind of like run with that unique idea, maybe three months if it was like, you know, a specific campaign or something like that. And now somebody can literally fast follow you and your idea almost immediately. So, good ideas always get copied, but they get copied even faster. Now, another thing that that I was thinking about when you were talking about kind of the explosion of UI,

uh John had a had a post yesterday that he was sort of jokingly making like a Buzzfeed style listical like five five features that could explode your LLM's usage or something like that. Uh, and one of them was like caching. Yeah. And people have had this idea of like generative UIs, UIs that's being made like on the fly. And I feel like we may get we may like

have products where that's happening, right? Like you're in an LLM and a UI is being generated, but it will still make sense. Like if if there's something that happens a all the time like thousands millions of times a day billions like it does not it really stops making sense to just generate it on the fly. It's like, hey, this happens a lot. Let's like make the best version of this and we don't need to like

post on this actually exactly this topic. Um, I can send it to you if you want, but the

um, basically the post was about how the length of time that an artifact will exist for is inversely proportional to the likelihood it's going to be generated. And I think this is true across media. So basically like if you are uh writing a book unlikely that you're going to have like AI just generate your book.

Yeah.

Uh

Amazon book sellers would like a word.

Yeah. Just you can just say you don't read adult romantic fiction. We get it.

Uh no no no. I think I think I think continue. Yeah.

But like I think um you know something that's like a ad that will live for you know a few hours. Totally

like yeah probably you're going to have an agent that's going to generate that.

Totally.

Yeah. The difference is like you're making an asset for to respond to with a meme format to news.

Makes a lot of sense to like put that through a nano banana or chatbt. But if you're putting making a billboard, maybe you're still using AI to some degree, but you're going to invest like significantly more time. If you're going to make a billboard that's going to cost money and it's going to be up for a month and uh you know a lot of people are going to see it, I I think you're going to have a human touch. Yeah,

we actually with wee now female weave

we um

you know we've been looking a lot at these kinds of use cases and

you know one thing that just uh we think about a lot is how you know this first prompt but then you actually want to go and have it go through a process where you can transform and mutate it and almost like clay that's being shaped you can treat it like a medium to get to a final output that's amazing. So like in our ear I earnings call we talked about how uh Nvidia which they've actually done this as a public case study

they put it the entire making of this uh keynote uh online and they use wei with it and

what they did was they had all these robots and they needed to basically get to a 20k

uh image of this whole scene

like how do you create a 20k image

with perfect lighting throughout? I mean it's really tough.

Yeah. And so they um had a whole custom pipeline with Weebi they did.

Yeah.

And just like the amount of work to go do that at scale of that pixel density is immense. And I I thought their workflow was super cool. So I'll chat with you too.

I love it. Uh yeah, please send us that. Uh and thank you so much for taking the time to come chat with us.

Thank you for having me.

Always a good time.

We were we were so fired up seeing the results from yesterday. really a testament to how locked in locked in the team

uh

the team is amazing.

Yeah,

they're working so hard and uh they're just it's an incredible team. I'm so grateful.

Yeah.

And I think it's a proof point. I mean I think that we're we're going to see it over and over again whether it's the taste discourse.

Yeah.

Uh just customers with Figma. Uh but the design is the differentiator. Like figure it out. Go learn design, hire a designer. Otherwise uh you're going to have a hard time. That's my last message. Well, thank you so much for taking the time to see. Have a great weekend. We'll talk to you soon.

Up next, we have Peter Morales from Code Medal and we are kicking off our Lambda Lightning round. I believe Peter is in the reream waiting room and he's about