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“Looking back now, AI is clearly going to be — and already is — a tailwind for our business, it s TAM-expansive in huge ways... I also think liquidity of data matters — you need equity of data to creat”
@Stratechery
Figma is a structural AI winner as its collaborative data liquidity creates a self-reinforcing context flywheel that expands its TAM.
FIGMALONG@ $16.86
$24.40+44.69%
since call Jun 25
peak +51.4%
TIMESTAMPS
in article