嘉宾访谈·中文精读

迪伦·菲尔德:AI 会取代设计师吗?设计即新代码,创造力走向平权

Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

Figma CEO 复盘创业起源与 Adobe 200 亿美元收购被否,谈 SaaS 末日论,以及 AI 时代为何品味、品牌与立场更值钱。

官方音频00:00 / --:--

本期章节点时间可跳到音频对应位置

  1. 0:00迪伦·菲尔德做客:Figma 的起源与使命
  2. 3:16Adobe 200 亿美元交易被阻:反垄断之争内幕
  3. 12:29AI 正在扼杀 SaaS?前沿企业对阵 Figma,“SaaS 末日”
  4. 18:52AI 时代的创造力:为何品味与胆识制胜
  5. 36:02人的能动性、AI 的承诺与未来走向
中文精读由 AI 基于原始节目改写,非官方翻译,可能存在偏差或错误;观点归属与表述以原音频与官方文稿为准。说明

2023年,Figma 有大约1100到1200人。公司已经签了协议,Adobe 要以200亿美元把它买下来。

然后交易被拦了。美国、欧盟、英国竞争与市场管理局(CMA)先后介入,监管审查拖了整整16个月。

消息传开那天是冬假第一天。迪伦·菲尔德(Dylan Field)在周末意识到事情要有结论了,周一早上给全公司发消息:中午开全员大会,想听的就上线,材料都在这儿。

他原本以为会看到愤怒,或者崩溃。

"大家的情绪是如释重负。不是因为不用卖给 Adobe 了。是那个悬着的不确定性终于结束了。让所有人脑子里同时装两套世界观那么久,那种强度非常折磨人。"(迪伦·菲尔德)

会开完,他往公司 Slack 发了个视频,又群发了一封邮件。大意是:如果你已经累了,如果你当初是冲着"要去 Adobe"才加入的,创业公司这一套不适合你,没关系,我们给你几个月薪水,好聚好散,唯一条件是六个月后才能重新申请。后来接受这个方案的人比例很小,有几个干脆转了行,彻底换了条人生路。

这段往事在纳帕谷的酒桌上被杰森·卡拉卡尼斯(Jason Calacanis)翻出来。两人都喝了几杯,索性开了机。

Roomba 破产了,因为监管想惩罚亚马逊

菲尔德对反垄断审查有一肚子话。他举了 iRobot 的例子:亚马逊要收购这家做扫地机器人的公司,交易规模不算大,但监管想让亚马逊难受,就把它拦了。结果 iRobot 破产,这个品类的市场基本流向中国。

"从美国的角度看,这完全说不通。"(迪伦·菲尔德)

他的观点是,监管者习惯回望历史来划定市场边界,这是他们唯一合乎逻辑的做法。但技术人会朝前看,两个视角算出来的市场规模可以差出一个数量级。杰森补了一句:今天几乎所有市场都比历史上更宽,你以为的那个"市场"根本不是市场,市场是 AI。这笔交易按旧口径算占10.2%的份额,按新口径什么都不是。

菲尔德并不认为自己是在为收购失败叫屈。他强调自己乐意独立经营,Figma 独立之后跑得更快,他对此心存感激。他真正想说的是另一件事:16个月的悬空期,对任何公司都是惩罚。如果真是一个反竞争的案子,这种拖延会毁掉其中一方,甚至两方。

Claude Design 发布那天,Figma 被宣布死亡

时间快进到今年。Figma 上市了,也早就在跟 Anthropic 合作,做了 MCP 连接器。然后 Anthropic 自己发布了 Claude Design。

市场的反应很直接:Figma 完了。

菲尔德的回应带着点倦意:

"现在网上讨论的性质就是'我们回来了'和'完蛋了'之间的循环。过去一个月你被宣布死过几次?"(迪伦·菲尔德)

他的解释是,Anthropic 这种扩张速度在商业史上找不到先例,组织内部很容易混乱,混乱就会产生奇怪的事。他没有把矛头指向谁,只说这是一次"沟通上的怪异插曲"。至于对生意的影响,他说没有到显著的程度。杰森翻了财报:那之后 Figma 同比增长48%,增速还在加快。

那阵子正是"软件已死"论最盛的时候。杰森承认自己一度是这套叙事的信徒,但他现在认为 SaaS 公司得分层看,创始人主导、有嵌入式体验、能用 AI 重塑自己的那一类,和其余的不是一回事。

菲尔德的判断更冷静:

"说所有 SaaS 公司都没事,不对;说所有 SaaS 公司都死了,也不对。"(迪伦·菲尔德)

他给出的区分维度是:模型公司的难点在于,产品到底是模型,还是模型之上的界面,还是两者的混合?如果是混合,权重怎么分?他说很多人容易把模型进步误认为产品进步。Figma 这种工具做了十几年,真正难的是把专业用户的工作流磨对,而且到今天还有活要干。他也评价了 Claude Design,说它想做的事很宽,海报之类的平面场景都覆盖,某些领域可能做得好,某些不一定。"我不是看多也不是看空这个产品,我只是知道给专业人士做好设计工具很难。"

他还打了个比方:设计工具的手感像一件乐器,机制要对,触感要对,每个细节都得抠。

AI 降低的是地板,天花板还是人来抬

访谈里最有分量的一段,是菲尔德对自己过去判断的修正。

几年前他在 Figma 的用户大会 Config 上说过,AI 会抬高天花板,让人做到以前做不到的事。他现在认为这话错了。

"天花板没有变。AI 没有抬高天花板,是人抬高的。是那些创作者、设计师,在他们选择专注、投入时间、决定大胆去做一件没人做过的事的时候,天花板才被抬起来。"(迪伦·菲尔德)

AI 干的是另一件事:降低地板。写代码、做动效、剪视频、出设计,只要是数字形态的产出,门槛都在塌陷,所有人都能参与,这是平权的一面。

结果是一个有点荒诞的局面:软件供给指数级增长,App Store 的应用数量就是那条指数曲线,但人均使用应用的数量是平的。能造的东西越来越多,人愿意用的还是那么多。

那接下来靠什么区分?菲尔德的答案很干脆:代码不再是难点,谁都能生成代码。上面那一层才是,也就是设计。

设计即新代码

这句话听起来像口号,但菲尔德给了它一个可操作的定义。他说"设计"这个词有上百种定义,他自己的版本是:创造力加上问题解决。

难的地方在于,你得同时把很多东西装进脑子:用户的需求、产品的抽象层级、品牌的调性、文化的语境、商业的约束,然后交付一个具体的界面或者流程。从搜索的角度看,组合数量会爆炸。

他强调"观点"(point of view)是最容易被忽略的部分,也是人最不舒服的部分。

"人们害怕说出非共识的话。"(迪伦·菲尔德)

杰森接过话,说最伟大的艺术家、企业家、政治家身上都有这个共性:愿意说和做别人不肯说、不肯做的事。菲尔德补充了一个常被低估的群体:喜剧演员。他们能用别人听得进去的方式说真话。

他把这件事和注意力经济挂上钩。任何一个独特的观点,一出现在社交媒体上,几秒钟就被稀释进信息流的以太里。除非你的东西持续产出、足够长青,否则根本穿不透。而穿透的唯一方式,是真正站在共识窗口之外。

"如果你没在做一件从没做过的事,你不是在创造,你是在模仿、在复制、在复印。而做新事,意味着你运行在训练分布之外。"(迪伦·菲尔德)

他观察到一种反方向的疲劳:现在经常听到人说,"今天又收到一份 AI 做的 deck,我甚至不确定做的人自己读没读过,他知不知道这页在他的 deck 里"。

Figma 内部为此定了个很小的规矩:凡是用 AI 写的内容,顶部标一行"written with AI"。同事起初拿这事开玩笑,但后来真的都在做。理由很朴素:这样大家看到一份东西时,能判断它是否被认真对待过,值不值得花时间读。菲尔德预言信任会因此出现分化,而赢得信任的一种方式,是用手做事。

Cursor 该输却没输,因为它只盯着用户

菲尔德拿 Cursor 当反例。按常理,Cursor 不该长成今天这样:一群前沿实验室拿着自己的模型在后面追,而 Cursor 一开始连模型都没有。

但它赢在别的地方。它极度专注用户,看清了自己的角落,做了策略选择,把客户要的事做对了。

"这个范例会被反复复制,会在很多不同类型的公司身上重演。"(迪伦·菲尔德)

谈到 AI 与创作的关系,他用的还是 Photoshop 的老故事。图层功能上线时,邮件列表里一片哀嚎,说这是在毁掉摄影的艺术性;滤镜和 Kai's Power Tools 出来时又是一轮。后来的事实是,一批新创作者冒出来,用这些工具重新想象画布上能发生什么。旧创作者没有一比一迁移到新系统里,但创造力的总量炸开了。他顺带提了一句,那些邮件列表的原始记录现在还能 Google 到。

他也提醒了真正的颠覆来自哪里:不是 Photoshop 的滤镜,是相机手机。最好的相机是随身那台,于是专用相机卖不动了,摄影这件事被 Instagram 重新定义。这算好还是坏,他说不清,但变化确实发生了。

顺着这个逻辑,他提到 Figma 的两个产品方向。一个是生成式工具和 shader;另一个叫 Weave,节点式系统,可以把模型输出接到别的输入上。

"用 AI 生成没什么不好,但你得有个办法去塑造这块黏土。你得能把它捏成你要的样子。"(迪伦·菲尔德)

他描述了一个反复出现的周期:新模型发布,所有人进入几天的"AI 精神病"状态,算法信息流再加一把火,满屏都是"这个模型什么都能干"。几天后热度退去,人们摸清了它的套路,新鲜感消失,多巴胺不再分泌,问题变成"它老是这么做,我怎么越过它"。

模型的进步分布很不均匀。在可验证的领域它飞快,数学、网络安全,IQ 点数一层层往上堆。但在创造力和设计上,进步是渐进的。菲尔德的猜测是,这跟这些领域不可验证(nonverifiable)有关。

杰森提了一个关于创造力本质的说法:所谓创造,是在无意识里连线,你一生中看到、经历、感知到的所有输入,在大脑里被重新连接,外推出一个世界上还没有过的东西。他问菲尔德是否认同。

菲尔德绕开了定义之争,落在机制上。他说人总是在追求新奇,人的奖励函数和 AI 不一样,损失函数也不一样。

"我要是把这瓶水泼你一身,你生气了,我大概不会再干第二次。但 AI 用强化学习,你得反复告诉它很多遍'别这么干'。"(迪伦·菲尔德)

他承认神经科学整体上还是未知领域,但人脑和现有 AI 系统之间存在某种根本差异,尤其在创造力上。他也不认为设计等于创造力,设计是创造力和问题解决的合体,得同时对上用户、品牌、文化、商业这几套系统。

700篇论文之后,那点失落

访谈快结束时,菲尔德提到前一晚 OpenAI 放出的东西:700多篇论文,覆盖各种著名数学问题。

"那是一种宣示。我情绪很复杂,不知道该怎么消化。感觉我们同时失去了什么,也得到了什么。"(迪伦·菲尔德)

杰森说这是人类历史上最伟大的发现日。菲尔德说,从事实层面讲是的。但他还是想为那点神秘感的消失留一点哀悼的空间:一个未解的猜想,真还是假,为什么,怎么来的,跟这种神秘缠斗的过程本身是特别的。

他对 AI 的总体态度是乐观的。他相信世界会变得更好,挑战会很多,但会被解决。他唯一想提醒的是那个选择:

"你可以消费,也可以创造。你可以走容易的路,也可以去爬那座山。我现在看到很多人在让 AI 替自己思考。另一种用法是用 AI 加深你对世界的理解,去学,去做那些你以前不敢做的事,因为它过去太花时间、太难学。"(迪伦·菲尔德)

他补了一句自己的困惑:为什么要让别的东西替我思考?我这辈子的全部功夫都花在学着怎么思考上。

然后杰森说,咱们再去喝一杯。菲尔德说,好啊。

  • 如果你是软件创业者,别再指望靠功能列表建立护城河。代码门槛在塌,能守住位置的是品牌、观点和工作流里的细腻度。拿一个问题自测:用户能不能在别处得到几乎一样的体验?如果答案是能,你的位置不稳。
  • 如果你做设计或创意工作,AI 会把平庸的产出变成免费品,你的价值集中在那个"没人做过"的部分。把时间从执行挪到判断上,练的是品味和胆量,光练软件操作不够。
  • 如果你在判断一家 AI 时代的软件公司,看它是不是只盯着模型能力。Cursor 的例子说明用户专注度可以抵消模型劣势,反过来,模型优势也救不了产品粗糙。
  • 如果你带团队,可以照抄 Figma 那个小规矩:AI 生成的内容显式标注。信任会成为稀缺资源,这是低成本高回报的做法。
  • 如果你只是普通使用者,把 AI 当学习工具,不要当成思考的替代品。用它跨过空白页,然后自己动手改。这两件事的长期回报差得很远。
文稿来自 All-In 官网(allin.com)发布的官方 Transcript,说话人按官网分轨数据标注,个别段落可能张冠李戴。
Jason Calacanis (00:00:00): Dylan Field, welcome to the all in interview. Dylan Field (00:00:02): Thank you. Thanks for having me. Jason Calacanis (00:00:04): We are here in beautiful Napa, Yountville, California. Dylan Field (00:00:07): Yeah. Jason Calacanis (00:00:07): You're three drinks in. We're a couple drinks in, and we decided to go on camera. Dylan Field (00:00:12): Yeah. Why not? Jason Calacanis (00:00:13): Why not? Well, what are you doing here? Speaker 3 (00:00:16): I'm going all of you. Jason Calacanis (00:00:20): As your wealth grows, have you noticed how much more complex things get? Between investments, tax strategy, and estate planning, managing it all is a full time job you didn't ask for. Creative Planning can help. Their coordinated team of investment managers, CPAs, and affiliated estate attorneys can do much of the heavy lifting so you don't have to. Creative Planning, where wealth works together. Go to creativeplanning.com/ all in. Dylan Field (00:00:46): I was... For this event that you're going to be at tomorrow as well. Jason Calacanis (00:00:50): I'm at an event tomorrow. Dylan Field (00:00:51): Yeah. Same event. And we were basically talking about design, product development. I suck in a little bit of security. Thought that'd be nice. But overall, a lot about just, like, how product development is evolving. And in my point of view, the thing you'd expect me to say too is that design is the new code. And what's happening right now is as coding models get better, I'm not saying that you don't need engineers. We definitely need engineers at Figma. We love our engineers. But also the nature of programming is changing. And as it changes, the value is rising in terms of differentiation to the top. Right. That's design. That's brand. It's marketing's point of view. It's being bold. And it's like the emotional reaction you're able to elicit. And I think that a lot of people are missing that. We also talked a lot about, like, AI and just kind of like Jason Calacanis (00:01:46): Okay. So you did a thing on stage today. You talked with Nikesh. Dylan Field (00:01:49): Yeah. Sorry. I was recapping the interview here. Jason Calacanis (00:01:50): Sorry. It's great. Like, it's good. Like, we can fast forward. But I wanna back up. You're the CEO of Figma, publicly traded. Maybe Maybe you can just give the quick elevator pitch on Figma. And when did you start the business? Dylan Field (00:02:01): Yeah. We started Figma back in August 2012. And the quick pitch is this is where we wanna make it so that the bets... Best teams in the world can design and create and build the world's best software. We're also used for all sorts of stuff. So marketing, advertising, slides, whiteboarding, diagramming, you know, you name it. Like, if it's visual at all, someone's probably doing it in Figma even if it's not meant for that. Jason Calacanis (00:02:30): People call it a design software. Is that a fair characterization, or does it not capture the full spectrum of what the service is? Dylan Field (00:02:38): No. I mean, I think that design is really our center and our core. And, like, when I'm in a product review and talking with the team, we talk about designers. We talk about what they want. Design is also a term that's, like, so interesting because there's, there's, like, like, a a 100 definitions of design. Right. I I think about a lot of... A lot about the definition of, like, it's, maybe creativity meets problem solving. But there's, like, so many others you can find. And then also design can refer to everything from interior to industrial to product design to brand design and so on. And so people think about a lot of things when they think about design. Jason Calacanis (00:03:16): Just to get caught up on the history of the business. You started in 2012. You raised some venture money. The business takes off. You're selling enterprise software. You're doing really well. And then Adobe offers to buy the business for $20,000,000,000? Dylan Field (00:03:29): Yeah. Correct. Quite the fast forward. What year Jason Calacanis (00:03:32): was that? Dylan Field (00:03:33): It was a few years back now. Right. Jason Calacanis (00:03:35): I'm skipping through literally building the business. Dylan Field (00:03:37): Like Yeah. You're like Yeah. You know, ten, eleven years in. But the... No. I mean, we... I've always respected Adobe, still do, and a new generational, incredible company that, like, started everything from printing to making Photoshop what it is and, like, the entire graphic design revolution. Jason Calacanis (00:03:55): By the way, I was on Adobe Photoshop since 1990. I did graphic design pre layers? Actually, you and I haven't talked Were you pre layers? Yes. So I did graphic design pre layers as a kid on computers, and I did it as, a service for, like, people in the neighborhood and small businesses and stuff. Dylan Field (00:04:14): So cool. And so how'd you get access to it? Jason Calacanis (00:04:16): I was, I... At my school, and then I... Well, I was on a Macintosh. I got the first Mac original 1984, and I was always fascinated with graphic design. It was like something I love doing as a... Literally a hobby. You and I actually never talked about this. And then I used, like, Bryce three d and all these early three d tools. And then when Kai's power tools came out Dylan Field (00:04:35): Kai's power tools is really cool. Jason Calacanis (00:04:36): It reinvented Adobe Photoshop. And for me, it was like this incredible, like, expansion of creative potential and what you could do with Photoshop. So I've been a big Photoshop fan since the earliest days and a big user as a personal hobby and, like, I made money on the side doing graphic design and stuff. Dylan Field (00:04:53): That's awesome, man. As a kid. Yeah. Yeah. I mean, Photoshop, of course, is like a product that is very mature and maybe beyond mature too, in that it has so many different parts of it that have been added over the years, which I think is the nature of a lot of software. It gets more bloated over time if you're not careful. But there's just so much that's possible with it. And, you know, Adobe as a company has been very inventive. So I've always had respect since I was a kid too. Jason Calacanis (00:05:22): Totally. Dylan Field (00:05:23): And it felt like it was a time when, you know, we could join and not be totally absorbed. If we were smaller, I felt like maybe we would just kinda dissipate. And, yeah, we we signed the agreement. We said yes. And then various world governments decided that they didn't like it. Right. Jason Calacanis (00:05:41): And So the Like, antitrust got involved, and they blocked the deal. Dylan Field (00:05:45): Yeah. I mean, it's... It... Antitrust is kind of like a broad way to refer to it. Right. But you have The United States, European Union, CMA, and, you know, it's very different vibe in And they said years ago than today. Jason Calacanis (00:05:57): Adobe would be taking out a big competitor. Dylan Field (00:06:00): They said a lot of things. Jason Calacanis (00:06:01): They said a lot of things. Dylan Field (00:06:02): But the... I think most important part for us was that we just kept putting our foot in the gas. I mean, yeah, I thought it would be, like, sort of... We would just go right through. And as soon as a month or two in, it was clear that was not the case Jason Calacanis (00:06:15): Yeah. Dylan Field (00:06:16): It kinda became okay. Like, we gotta, like, really power through as an organization here Yeah. And ship and build, like, the next stuff. Yeah. Because if we don't power through and keep our foot on the gas, you know, what's on the other side? We don't know what's on the other side. We gotta make sure everything's fine no matter what. Jason Calacanis (00:06:31): So this is 2023. How many employees did you have? Dylan Field (00:06:37): I wanna say it was about 1,100, 1,200. I have to double check. Jason Calacanis (00:06:41): Okay. So when I heard this story, I was fascinated by... And I think I saw you in 2024, March '24. I don't if you remember I mentioned this to you. But for me, the story of telling 1,200 employees of a start up, we have one of the most incredible exits in history, 20,000,000,000 exit of this company, and it's not gonna happen. What was the all hands like when you get in front of everyone and you tell everyone, guys, this isn't gonna happen? And how do you get everyone to realign on building a business and continuing forward when it feels like the floor... For some people, may have felt like the floor fell out from under them? Dylan Field (00:07:20): Well, I think you'd remember the length of the regulatory review, which definitely needs to be fixed somehow because it's... You know, if you're in a situation where it's actually anticompetitive, which I don't... I still don't believe the Adobe thing was for what's worth. A lot of people, you know, on the Internet probably would say it is, like, or least did it back then, but I thought their arguments were poor. And they were fighting past battles, not looking at the future and what this all would become. But the... And I say that not because I'm not... Like, I'm stoked to be independent too. I'm stoked to be running Figma. That was the plan for Adobe was just to run Figma. Either way, running Figma, I'm happy. Independently, we do move fast. I'm glad... I'm grateful for that. But, to go back to your question, it's like, we had sixteen months of regulatory review. Sixteen months of regulatory review for any company is punishing. And, in an actual anti competitive situation, that could be, like, very destructive for one of the parties. Right. Or both. And I think Roomba is a great example, actually. Right. Roomba was gonna be acquired. Small deal. Yeah. It wasn't like a crazy deal. Huge. Yeah. But they wanna pun punish Amazon. And so they did not let it go through. And because of that, Rainbow went bankrupt and the entire market at the time basically went to China. So from The United States standpoint, it made no sense. Jason Calacanis (00:08:47): Right. Dylan Field (00:08:48): Anyway, I go on a tangent, but I do think it's an important point. There's some policy stuff here that's like, when you go for the ideals... The idealism, it doesn't always practically, like, help America. But it's also an important point, which is Jason Calacanis (00:09:00): almost all markets now are more expansive than they have been historically. And nearly anything that looks like, oh, it's it's the market. Mhmm. That's not actually the market. The market is AI, turns out. Dylan Field (00:09:13): I mean, exactly. Jason Calacanis (00:09:14): Market is this massive market, and this deal is 10.2% of the market. Dylan Field (00:09:20): Yeah. It's like do you define the market looking back at the history, which is like the only logical way you do it as a regulator? Or do you do it as a technologist looking forward? And that could be very different in terms of how you think about markets, but sizes. But in any case, the all hands. It was actually the first day of a winter break, which is pretty funny. So we had told everybody, okay, you know, enjoy the holidays. We actually have way less traffic during the holidays because we're a work product. And that was a Friday. And then, realized sort of over the weekend, okay. This is going to come to a conclusion. And on Monday morning, sent a message to everybody saying, hey. All hands at noon and, dial in if you like, and here's what's going on, and here's, like, the full sort of, details. And so... First of all, so much the company showed up. That was awesome just to see the turnout, you know, first day of break, really. And secondly, I'd say just like the mood was relief because it wasn't about relief of not Adobe. It was relief of not having ambiguity. To have ambiguity that long is really intense. And people have to kinda have two worlds in their head. They're not exactly sure what the future holds. So that was the immediate mood. It was kind of like lighter. And then from there, yeah, I think that the question you asked is right. How do you make sure everyone's all in? And the way that we did it was we said, look, I I just kinda put a video out into the company Slack and emailed everybody and said, hey. If you're tired after working really hard, if you're someone who joined during this period thinking you're gonna go work at Adobe and actually the startup thing is not for you, like, please know we're gonna be working very hard, hustling hard. And no shame, like, we're still on good terms. If you wanna leave, here is a few months pay, and you're welcome to just let us know. We'll make it super easy. Dylan Field (00:11:30): And from there, you know, six months before you can reapply. That's the only condition. After six months, you can reapply, and we'll reinterview you. And it was a pretty small percentage of people that took us up on that. But overall, it was healthy. And some people actually ended up doing total career pivots, like, in wild ways, went on different life paths. Like, I I think it's healthy for everyone. Jason Calacanis (00:11:59): You continue to build the business. It grows. You go public. And I just wanna fast forward to earlier this year. You guys announced a partnership with Anthropic, Claude Design. Dylan Field (00:12:12): Oh, we... Not quite. We we had been working with Anthropic as a partner. Was Anthropic separately announced Claude Design. Yes. Jason Calacanis (00:12:19): Oh, sorry. Yeah. That's right. But you had a connector with them that you announced earlier in the year. Dylan Field (00:12:23): Yeah. We have an MCP. We MCP. Partnered with many companies. Yeah. Jason Calacanis (00:12:26): They announced Claude Design. Was that surprising to you when they did that? And how worried were you when they came out with Claude Design relative to what you guys were offering? Because the market looked at it and said, oh my god. Figma's dead. Claude is gonna crush Figma. Dylan Field (00:12:43): I mean, the nature of online discourse right now is we're so back, it's so over, and it's just a a cycle. Jason Calacanis (00:12:50): Right? Right. Dylan Field (00:12:51): I mean, how many times have Yeah. You've been all over Yeah. In the last, like, month? Yes. Probably Yes. You know, a bunch of times I don't even know about. Yes. Jason Calacanis (00:12:59): And Everyone's Dylan Field (00:13:00): think I'm kind of used to that at that point. Right. Because, you know, you... When when you kind of die so many times and then you're actually like not dead Right. You kind of realize at some point maybe maybe this is like not the truth. Social media is actually like not reality. But, yeah, I I was overall surprised at the way that kind of communication happened. I think that, you know, look, everybody wants to do good usually. I mean, there's some exceptions, but for the most part, that's that's what I assume for people. They wanna win. They wanna do good. And I think that organizations scaling really fast, Anthropic, like, are there any examples of organizations scaling that fast ever? Jason Calacanis (00:13:49): Never. Dylan Field (00:13:50): It can get very confused and mixed up internally. And due to that, weird stuff can happen. And I think that it's just the case that, yeah, we're on the other side of kind of like a weird bout of communication there. Jason Calacanis (00:14:07): And Did it affect your business? Dylan Field (00:14:09): Oh, no. Like, not that... Not any degree that was, like, you know, significant. Jason Calacanis (00:14:16): Because I read your quarterly report after that announcement. You guys grew 48% year over year, and the business basically accelerated its growth. Yeah. So I'm looking at that, and I'm... You know, this was when everyone had the SaaSpocalypse Mhmm. Thesis in general, and I was a big subscriber to SaaSpocalypse. But I do think that there's a bunch of ways to distinguish SaaS companies, one of which I think is founder led. And I think that there's user experience that matters a lot, embedded user experience, and the ability to kinda build from there, especially if you know how to use AI to accelerate and reinvent your business as a founder, particularly. But your business accelerated. Dylan Field (00:14:54): Yep. No. It's been... Continue to do well. And I think that, look, the hard part about model companies and product is, like, what is the product? Is it the model? Is it the UI on top? Is it some hybrid of both? If it's a hybrid, how is it weighted? And in any case Jason Calacanis (00:15:18): You're talking about like an Anthropic and OpenAI Dylan Field (00:15:21): Yeah. I mean Jason Calacanis (00:15:21): Gemini. Dylan Field (00:15:22): Like, whether it's a harness for coding or it's a product like Cloud Design, which you just mentioned. I think it's easy to mistake model progress for product progress. Jason Calacanis (00:15:32): Right. Dylan Field (00:15:32): The reality is a tool like Figma, you know, has taken a very long time to build and a very long time to make sure that we get the workflows right for our users. And we still have work to do. Our users will tell you that. And I... And we're always trying to make it better. So I think that, like, it's it's sort of, not surprising that it wasn't an instant hit or something when there's actually quite a lot of work on the just core user journey workflow side that you have to do to meet the needs of professionals. Now, they're... They've made a cloud design into a product that is is broad. So it's trying to do a lot of things like you'll see like posters and stuff as well, like graphic design scenarios, I believe, when you go to their homepage and and like maybe they'll do well in some areas and not in other areas. Like Mhmm. I'm not bullish or bearish on the product. I think it's just like hard to make good design tools professionals. Jason Calacanis (00:16:25): Yeah. There's a lot of things to design. And Oh, yeah. And also lot of categories of design. Dylan Field (00:16:30): The feel of it is like an instrument. You have to get the feel right. You have get the mechanics right. Yeah. And we've stressed every detail of that and have had a lot of feedback over the years about what people like and don't like. It depends on where they're coming from. It depends on, their task and sort of, like, what they're trying to overall do. And there's so many scenarios. But overall, you know, I think that there are more modes for software than are implied by the SaaS apocalypse. And it's not like software as a category is binary, good or bad. There are plenty of other ways that you can make sure that you're able to sustain yourself long term and you have a growing business long term as a software company or app player company. And part of it is, yes, if you're as specialized as possible on a target audience and you know your audience and you're building for them, that is something that matters. Jason Calacanis (00:17:29): Right. Dylan Field (00:17:30): And I think a great example is this Cursor. Cursor, like, by all means, should not have grown the way they did. You've got all these frontier labs that are chasing them with their own models before Cursor had a model of any kind. But yet, Cursor really obsessed over the user. They saw our own corners. They strategized. They made sure they're doing the right thing for the customer. And they've had an incredible success. Jason Calacanis (00:17:57): Yeah. Dylan Field (00:17:58): And I I think it's amazing. And I think it's an example that will be repeated across many different types of companies. Jason Calacanis (00:18:05): SaaS is not dead. Dylan Field (00:18:07): Well, I I think that it's not true that all SaaS companies are fine. Yeah. And it's also not true that all SaaS companies are dead. Fair enough. Jason Calacanis (00:18:20): Protecting nature is often labeled anti growth. The conservation fund disagrees. They believe protecting land, wildlife, and outdoor access goes hand in hand with economic opportunity. For forty years, they've moved with market speed to protect at risk land while supporting local communities. With 9,000,000 acres protected across all 50 states, the conservation fund is proving that they deliver lasting outcomes that benefit communities and nature. Learn more at conservationfund.org. In a world of AI, agentic AI, I have this capacity to prompt as a human and say, I wanna make something that looks like, feels like, and does x. And this magical technology takes off and does it, and I end up with a product. Sometimes the product is great. Sometimes the product sucks, but it's improving the ability for these tools to do that. Historically, I would have needed a product manager, a designer, a bunch of engineers to do the actual building of the product, whether it's a software product or a hardware product. Increasingly, though, it seems like AI is doing more and more of those tools. Can you just give me your view on the future of human creativity in this era, this future era that we're waltzing into, the singularity we're falling into? Where does human creativity play a role, and where do the gaps still need to be filled for taking human creativity to the realization moment? Dylan Field (00:20:02): It's the case, I think, that we're lowering the floor with AI, making it so that all of the production, whether it's code or it's, motion, video, design, whatever, you name it. If it's digital, you're lowering the floor to make it happen. Everyone can be part of that, and it's more democratized. Ironically... And I I used to believe, even a few years ago I said it, our annual user conference config, I said, the ceiling will be raised by AI. You'll be able to do greater things than before. That was wrong. The ceiling has stayed the same. AI is not raising the ceiling. Humans are raising the ceiling, though. The creatives, the designers out there, when they choose to focus, invest their time, and to be bold, and try to do something that no one else has ever done before, that's when we see the ceiling raised. And at that point, it's a question of, do you care about being in the center of distribution? Do you care about, like, a mean or average result? Is that sufficient for your task? Or do you need something that shows that you care, that you took the time to actually, like, go make this thing? Do you need to go and be beyond what is the minimum bar? And in the world of software design and product, I mean, we're seeing exponentially more software than ever before. It's exactly what you'd predict. The exponential continues. You'll get App Store numbers. The App Store numbers are exactly that same exponential, and we're seeing that the usage and utilization of apps flat. So people are using just the amount... Same amount of apps, but the amount of apps that you can get, it's, like, bigger than ever and growing. And I think it just speaks to, okay, there's a need to differentiate yourself if you're building any kind of software. Well, how do you do that? It's not code because anyone can create code now. That's not the hard part anymore. So my view is design is the new code. It's the layer above. You have to make it so that your design is differentiated, and you have to have a point of view and a good brand in marketing. Dylan Field (00:22:28): And the point of view, I think, is the part that is probably missed the most. That's the Jason Calacanis (00:22:31): human part. Dylan Field (00:22:32): It's not just the human part. It's also the part that humans are uncomfortable having. I think that folks are scared to say something that's not consensus. Jason Calacanis (00:22:43): It's so true. I mean, this is what the greatest artists, the greatest business leaders, the greatest politicians have always demonstrated is the willingness to to be brave, to say and do the things that no one else would say or do, and that's what changes the world. Dylan Field (00:22:59): And I would also add comedians to the mix too. Jason Calacanis (00:23:01): Comedians. Dylan Field (00:23:02): Comedians are underappreciated. Jason Calacanis (00:23:03): I had Tony Hinchcliffe at our thing last year because he's, like, one of the few guys that is willing to say and do things nowadays in cancel culture era. Dylan Field (00:23:09): But comedians often, like, speak truth in a way that people That's right. Otherwise couldn't hear. Jason Calacanis (00:23:13): Willing to say things. Dylan Field (00:23:13): And it's not about political correctness. It's about do you have a message that can rise above the noise and do so in a sustained way? Because look at social media right now. Like, every unique point of view, everything interesting, it gets diffused into, like, the ether of social media instantly. And so unless you've got, something that allows you to kinda keep generating content and a message that is really evergreen because it's so outside of the Overton window, you're not going to be able to actually break through and have any attention. And the attention economy is ruthless. Is this also what human creativity is? If you're not doing something that's never been done before, you're not creating something. You're mimicking something. You're copying something. You're Xeroxing something. But to do something new is to create, and newness requires doing things that have never been done before. Definition. Jason Calacanis (00:24:15): By definition. Dylan Field (00:24:15): And, therefore, you are operating outside of this distribution of training. It's not even about operating outside the mean of the distribution, which is where you start if you're just prompting without any, like, any kind of advanced scaffolding around it. But you're actually doing something that is breaking through, and it's unique. And I do think that will be rewarded by the market. Everyone's gonna see it. I think it's even rewarded by the tension market of organizations. I'm already hearing from so many, like, ugh, I got another deck made by AI today. Jason Calacanis (00:24:51): Totally. Dylan Field (00:24:52): And I don't even know if the person who made it... I, like, don't know if they read it. Do they even know it's in their deck? And at Figma, we actually made it so that, it was just a simple thing, but we said, hey. You are, using AI in your writing of any kind, just put at the top, written with AI. Very simple. Very easy to follow. And, you know, people made jokes about it internally, but people do it. And it makes it so that we can all trust that when we see something, we know that it's been cared for enough that it's, like, worth your time to process. And I, I think that we're gonna see some bifurcation here around trust. And one way to get trust is to do something with your hands. The other point that's important is if you have a vision or if you have a point of view in your head of how something should be designed or look aesthetically or from experiential standpoint, you're... I I think it's great to start with building with AI. It gives you something to get past, like, the blank page, blank canvas problem. You can then react to it and say, here are all the things I don't like. I'm gonna I'm gonna go fix these things. I'm gonna change them up because it's really helpful to have a back and forth. But if you don't... If you have your own vision and you're trusting AI to implement it, you're doing it through the lens of AI. And, like, AI has kind of, like, its own distribution. Jason Calacanis (00:26:21): It's a model fit by it. Yeah. Dylan Field (00:26:22): Yeah. And so you're not gonna get exactly what you want. Now if you're able to do both, and that's what we're trying to enable in Figma, make code a material on the canvas, make it so that you can go start by building. You can build to think if you like. But, also, when you wanna think and work with your hands, you can do that too. Jason Calacanis (00:26:41): Right. Dylan Field (00:26:41): And you can go back and forth rapidly. Jason Calacanis (00:26:42): Right. Dylan Field (00:26:43): I remember the early days of Photoshop just having been a user, avid user from the early days. People freaked out when layers happened, and then they freaked out when all the filters came out and when Kai's power tools came out. And everyone was like, what's the role of the photographer anymore? It's like you're destroying the art of photography, the creativity of photography. But it unleashed a new era of creativity because now these new artists emerged that could use these filters and use these layering tools and capabilities to reimagine what's possible on a canvas. And it was basically a new toolkit. It doesn't mean that the old creatives mapped perfectly to the new creative system and tools, but there was an explosion in creativity and human potential that arose from this, and we pushed boundaries in all sorts of ways. Feels like we might be entering that era again. I'm a big believer in that, and I think that part of it is what I described about market dynamics. In order to get attention, in order to get engagement, in order to get people to care, you have to do something new. You have to actually be daring and try things that are bold. The resistance to change is real, and there's a great thing you can Google, actually, per your point. Look up the mailing list for when layers was introduced. And it's like people going, this is the worst thing ever. And you can find it. If you Google, it's like on a mailing list that's publicly available and you can see all the reactions. Totally. But obviously, it became the future. And I think that there's also still photographers in the world who are doing incredible work, but the bigger disruption, if we're gonna be real, it was the camera phone. That was what made it so that people stopped buying cameras that were dedicated to the task of photography because the best camera is the one that's on you and started treating photography in a different way with Instagram and their camera phone. Dylan Field (00:28:42): So it transformed for a lot of people. And I can't tell you if it's better or worse as a result, but there was change. Jason Calacanis (00:28:50): There's one view on human creativity that human creativity is basically connecting dots in the unconscious, that you've had seen or experienced all of these things in your life or in your set of inputs, sensory inputs. And from those inputs, you connect dots, and then you extrapolate a forward view of things that hasn't perhaps been seen in the world before. Do you agree with that view on creativity, and is it distinct from actually what AI does? And, again, I wanna go back to the uniqueness of the human in an AI era. Dylan Field (00:29:25): Well, I I think that one thing that happens with humans is they're always seeking novelty. Like, our reward function is different than, like, an AI. It's also our loss function. Right. Like, if I were to open this bottle of water and splash all over you and you got mad at me, like, bet I'm not gonna do that again. But in AI, you know, with RL, you gotta, like, really tell it a bunch of times that, no, you don't do that. Robots, stop Jason Calacanis (00:29:57): kicking me. Dylan Field (00:29:57): Yeah. Well, and maybe that'll change with architectures over time. But like, overall, the brain is different than the current systems that we've made with AI. And I I think that it's unknown. We don't know much about neuroscience overall. I'd love to get to the point where, like, we all know more about neuroscience, but something is fundamentally different there when it comes to creativity. And I also think design is different than creativity. It's not just creativity. It's also problem solving, like I mentioned earlier. And the combination of the two is I I just find it fascinating because you have a user. You're trying to solve their needs. You're trying to do so in a way that stands out as creative and it connects with them. And also, like, you have to connect to wider systems, the marketing brands, the culture, the business problems, and so on. And and, like, holding all that in your head at different levels of abstraction while trying to, like, deliver a screen or a flow, that, like, from a search based standpoint, can be a combinatorial explosion is just pretty cool. It's pretty fascinating. Jason Calacanis (00:31:08): I'm actually personally really excited about the idea of reinventing existing art form and media where AI can enable more dynamic generation, where the creator steps up a level, sets a bunch of parameters, but doesn't actually necessarily render the final product. But the final product, sort of like in a video game Dylan Field (00:31:27): Mhmm. Jason Calacanis (00:31:27): Is rendered on the fly with the user in front of it. But the creator, the creative team behind a video game, for example, is building all of the object. They're building the storyline. They're building the narrative flow, and the realization of that is much more dynamic, but I feel like it's gonna find its way. It's gonna leach its way into many more Totally. Different media. Dylan Field (00:31:47): And we we have products around that too. Like, in Fitment Design, you can have now generative tools and shaders where you can do very much that, or we have a product called Weave. And Weave is basically a node based system. You can connect model outputs into, other inputs and such. And the whole idea is, like, it's not bad to generate with AI, but you need a way to craft that clay. You need a way to mold it. And with we, people do, like, the most amazing video and photo work. And overall, just like the the outcomes that are achievable with it are incredible. So, yeah, I think that if you've got the intention, if you actually care to do the work, you can always get to a better result. And people... You know, new model drops. There's like this AI psychosis moment that people are in for a few days. And it's like, I think also aided by algo feeds. Jason Calacanis (00:32:46): Totally. Dylan Field (00:32:46): The best results rise to the top. Everyone's like, this model is everything. Yep. And then a few days later, it's it's okay. Okay. I know the kinda, like, main tropes of the model, and you adapt fast. Like, the novelty's gone. It no longer is a thing that's that's kind of, like, rewarding you or firing off your dopamine system or whatever. And instead, you're like, okay. Well, yeah, it always does that thing. How do I move past it? And that seems to be the continued loop we're in, which is sort of fascinating because models keep getting so good when it comes to these formal domains, math, cybersecurity. Like, IQ points just stack and stack and stack. And then for creativity and for design, it's very incremental progress overall. Maybe that will change at some point, but I think the fact that these are nonverifiable domains has something to do with it. Jason Calacanis (00:33:42): And it's probably the fact that maybe that is the human role in the AI toolkit, which is conceive, create, design, and let the AI do more of the work, but it gives you the ability to do much more work. Any art or media that you're particularly excited about or interested in that's kind of emerging right now? Dylan Field (00:34:03): You know, I I find it fascinating when people do sort of, like, new AI experiments. For example, put this in the media category. There was a designer artist type that made a web page the other day, and it was, like, a letter to Figma, actually. So it caught my attention because I was, you know, getting the Figma hit on the algo feed. And every time he moved away from it, and came back, it got slightly more degraded, and it was basically a comment on attention. I thought that was really cool. Jason Calacanis (00:34:45): Oh, cool. That was a piece of art. Dylan Field (00:34:47): I thought so. It was web page. Yeah. But, like, I thought that the technique and the way that they went about it was really neat and, like, not something that many others have done. I've seen a few other things like that, but overall, I thought it was a very cool way to do it. It is also just a very well written letter. I like the letter too. But I... Yeah. I see stuff like this. And, you know, back in the day, remember seeing people do, like, NFT art with AI when NFTs were a thing. You know? So Yeah. It was, like, 2019 or something like that. But the way they did it sometimes was really remarkable. I mean, Holly Herndon's work around taking her voice and making it so that her voice was something that people could use in an almost open source way. That was quite incredible and ahead of its time. And I think this, like, sort of play between what is me, what is the collective, and what is it that is unique and ownable versus what is not is is quite fascinating. I've always been fascinated by that intersection. Jason Calacanis (00:36:00): Yeah. That's cool. Just as we wrap up, a lot of the commentary on AI that's negative is that it takes away human agency, human potential gets capped out. Can you just talk a little bit about your view on the the potential of every human to be a creative, to be a designer, and how AI might perhaps magnify every every person, not just the, quote, creatives, whether in some elite class of artists in some special building, but the ability for every human to create and the ability for every human to design and produce things in the world and where you sit with that right now. I I Dylan Field (00:36:36): think it's even broader. I think it's it's... As a human in general, pre AI, post AI, you have a choice. Do you wanna consumer create? Do you wanna take the easy path, or do you wanna, like, climb the mountain? And what I'm seeing happening right now a lot is people are letting AI think for them, less at Figma, but, like, more just, like, in my interactions with the world. I just see a lot of this at the moment. And that's one path you can take, but the other one is actually use AI to further your understanding of the world, to learn, to do things you never would have dared to do before because they were... Would have taken so much time to learn or it's so hard, and to really expand, like, the potential ways that you can, like, live as a human. That to me, the latter is the interesting part. Yeah. The former, like, why would I want something else to think for me? Like, my entire life has been about, like, figuring out how to think. And I don't know. I just hope that people use AI to create good and to, like, go be a force for it, rather than just kind of, like, joining the hive mind. Jason Calacanis (00:37:52): Everyone can be a maker. Everyone can Dylan Field (00:37:54): be a maker. Everyone can go do bold things. It's about willpower, and it's about curiosity. And if you're curious and you're willing to do the work, I believe and speak your truth. Yeah. Exactly. And then I think that you can go do incredible things. We will probably see a vastly different setup in the future where things that we can't imagine are possible and things we take for granted are no longer in sort of the realm of what humans do every day. How exactly that will look, I don't think either of us can tell. But it is the case that both were under the precipice of great change, and nothing hit home for me more than the math drop last night from OpenAI of 700 plus papers on all sorts of very famous problems. That that was a show of something. I had a lot of emotions. I don't I don't know how to I process thought it was Jason Calacanis (00:38:55): the greatest day of discovery in human history. Dylan Field (00:38:58): Oh, I mean, factually, yes. Jason Calacanis (00:39:00): Yes. Dylan Field (00:39:00): And also, like, something about it was, like, brilliant and exciting, and something about it was kinda sad. Jason Calacanis (00:39:07): Yeah. Dylan Field (00:39:07): And I I don't know how to articulate the sadness, but it felt like we lost something and gained something at the same time. Jason Calacanis (00:39:14): I don't know. I lift my head up and I look at the next frontier, and I think that the frontiers are brighter and wider and more accessible than they've ever been. So I'm pretty excited. Dylan Field (00:39:22): Oh, I'm excited too. Yeah. And I think that the world will look amazing, and I'm an optimist. Yeah. I think there's gonna be a lot of challenges, and we'll figure them out. Jason Calacanis (00:39:31): Yeah. Dylan Field (00:39:32): How exactly and what the challenges will be in their full form, we have yet to see. But, yeah, I do think that, like, math is something that somehow has a quality of mystery to it, like an unsolved problem. Is it... You know, is this conjecture true or false? How? Why? Grappling with that mystery is something that is special. And I... I'm both excited for the progress and, like, all the things we'll make possible. And also like, I don't think it's wrong to like mourn the loss of a little mystery. Jason Calacanis (00:40:06): Right. Fair enough. Dylan, this has been a great chat. Should we go have another drink? Dylan Field (00:40:10): Sounds good. Jason Calacanis (00:40:10): Let's do it. Dylan Field (00:40:11): Okay. Thanks, man. Jason Calacanis (00:40:12): Thanks.

本集资源与出处