// OVERVIEW
Design software company referenced as a cautionary tale of post-IPO pop reversal.
Discussed in
- There’s 98 days until 2027...Do this and you’ll thank yourself on Jan 1st
- 20VC_ Canva Slashes Growth_ How Much is it Really Worth _ Demis Hassabis and Jeff Dean_ Talent Exodus at Google _ Revolut's $50BN CEO Pay Package _ Elon Musk's $55BN Terrafab
- Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
- How To Design In The Agent Era
- 💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More
- Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic
- AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
// RECENT MENTIONS
// SIGNALS
33 SIGNALS
01
mention·20VC·SEPTEMBER 28, 2026
“Figma — Mentioned as a public company still working out its AI narrative”
Source→02
mention·My First Million·SEPTEMBER 25, 2026
Source→03
mention·20VC·AUGUST 13, 2026
“Figma traded down 20%, but they burned the tokens. Dylan was clear our gross margins are going to be significantly impaired going forward because our agentic products are being used. It's not identical, but they took the hit, right?”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.