“Ranking SaaS Best Buys Today and Long-Term + Watchlist Review”
Bearish on Figma; lacks long-term moat as users can easily switch to AI alternatives, plus concerns over CEO, stock-based comp, and diversification.
Figma uh, value today F 10ear value F. >> I I I you know, I think Figma is I don't want to understate them as a competitor to Adobe because
>> Um I would probably put them a little higher than Wix. um you know they are uh sort of in niche spaces like Figma is uh a niche part of the creative design world and um they've basically uh monopolized uh the space that they compete in and and kicked out Adobe and that's why Adobe wanted to acquire them because their alternative product uh complete completely failed to compete with uh with Figma.