Figma’s $20B IPO Tests SaaS in Agentic Era
Figma’s valuation assumes AI mastery its S-1 doesn’t prove. This disconnect reveals critical lessons about Agentic Era Discontinuity.
Decoding Discontinuity provides actionable strategic frameworks in the context of the generative and agentic AI Discontinuity, empowering decision-makers in moments of uncertainty. This month, clients who have subscribed to our Institutional Tier get exclusive access to a 23-page report that applies our Durable Growth Moat lens to the prospectus of Figma. For qualified institutional investors, contact us to tailor our expertise to your portfolio.