Overview
- Google Labs introduced 'vibe designing' in Stitch, using natural language to generate polished UI layouts and front-end code without traditional wireframing.
- The update adds voice-driven editing, an agent manager for exploring multiple ideas, new templates across sectors, MCP server export, and DESIGN.md project rules export.
- Stitch now integrates with Google Docs, Drive, and the broader Workspace suite, positioning the tool inside workflows many enterprises already use.
- Figma shares fell roughly 8% on Wednesday after the announcement and were still down about 5% by Thursday midday in New York, trading near $24.50 and roughly 80% below the post-IPO high of $142.92.
- Figma reported $1.06 billion in 2025 revenue, up 41% year over year, with net losses widening to $1.25 billion and net dollar retention reaching 136%.