00:45:14 · Dylan Field, John Coogan, Jordi Hays
[00:45:14] S6: Spec editing. And from there, I think when you've got your direction, you know what you wanna build, it's a great time to use our MCP. Go bring into code or go bring into Make. Yeah. And Make itself, I well, you'll see a ton of evolution on Surface ahead. We've already had a lot that we've improved, and you'll see even more in the weeks and months coming. And then I think that's a great spot where you can go back and forth because sometimes as you build it out, you realize that actually there's more to explore and define on the design side. Yeah. So use the best tool for the job, but I think don't be tunnel vision about there's one direction and that's the only thing that can work. That's where you'll fall into traps. [00:45:57] S0: Yeah. Last question for me. Huge revenue growth, massive success in the financial side. I'm interested in going a click deeper and trying to understand what is working the most because it seems like there's great retention among big clients and customers that are using Figma at scale across a huge organization. There's also new entrepreneurs that are a team of one, and they might be using Figma. There's Yeah. It's notable. It's notable that the heaviest cases [00:46:28] S1: The heaviest users of of coding agents are heavily using Figma Yeah. Because they're making more software.
00:46:28 · Jordi Hays, John Coogan
[00:46:28] S1: The heaviest users of of coding agents are heavily using Figma Yeah. Because they're making more software. [00:46:37] S0: And they need to add stuff to it. I mean, I look at some of the stuff we've vibe coded, and I'm like, okay. Like, we it's time to level up and have Figma in the flow if it's not already. Even because you don't want some even like the dashboards, like, things need to be designed at some point. They need as they grow and scale. The the the the first, like, most basic thing, it could just be a CLI. But as soon as we start building UIs and multiple users, like, it gets more complicated. But but what is driving the growth? Is it both? Is one more of an opportunity for you over the next few years? Like, what are you most excited about?
00:46:37 · John Coogan, Dylan Field
[00:46:37] S0: And they need to add stuff to it. I mean, I look at some of the stuff we've vibe coded, and I'm like, okay. Like, we it's time to level up and have Figma in the flow if it's not already. Even because you don't want some even like the dashboards, like, things need to be designed at some point. They need as they grow and scale. The the the the first, like, most basic thing, it could just be a CLI. But as soon as we start building UIs and multiple users, like, it gets more complicated. But but what is driving the growth? Is it both? Is one more of an opportunity for you over the next few years? Like, what are you most excited about? [00:47:09] S6: I mean, I think we're seeing growth kind of across the board right now, and we're very thankful for that. But our eyes are always in the future. And, you know, the same things that I've said when I've been here in the past and, you know, I think have become their own memes around design being the differentiator and design as the layer above code as code commoditizes more and more. Design is, I think, increasingly the battleground. This is where everyone is going to really duke it out to figure out what the direction is that they should explore and what they should go build. And we need to build for that world, a world where design representations, code representations can live together, and a world where, you know, you don't have to make these false trade offs between direct manipulation and AI or, you know, being able to explore broadly or make fast progress. [00:48:05] S0: Like Yeah.
00:48:05 · John Coogan, Dylan Field, Tae Kim, Jordi Hays, Feross Aboukhadijeh
[00:48:05] S0: Like Yeah. [00:48:06] S6: Both is the answer and so that's what we're really building for right now. [00:48:09] S0: Exciting. Well, thank you so much for taking the time to come on the show. Have a great rest of your week. Great to see you. [00:48:15] S6: Good to see you all. [00:48:15] S3: Thanks for talking to soon. [00:48:16] S0: Talk to [00:48:17] S1: See you. [00:48:18] S0: Up next, we have Farras from Socket back on the show to discuss and Series C by none other than Thrive Capital will bring in Farras from Socket from the waiting room to the TVP and Ultradome. [00:48:32] S1: Get that going ready. [00:48:33] S0: Welcome to the show. How are doing? What's up? Good to see you How's it [00:48:36] S7: going, guys? Thanks for having me back. [00:48:38] S0: I I think last time you were on, Jordan, I will see you soon and here you are. Give us the news first. What happened? [00:48:44] S7: Yeah. So Socket announced its $60,000,000 series c [00:48:47] S3: at a billion dollar valuation again and again. [00:48:51] S0: It led by Thrive Capital. Congrats. [00:48:54] S7: And it's a big day for us. [00:48:56] S0: Absolutely massive. [00:48:57] S1: Is what you do important right now?
00:48:57 · Jordi Hays, Feross Aboukhadijeh, John Coogan
[00:48:57] S1: Is what you do important right now? [00:49:02] S7: Yeah. You know, you couldn't have really asked for a better, you know, perfect storm. You know, you have just the confluence of, you know, AI, cybersecurity, and all the different attacks we've been seeing, and we kind of built the perfect product for this moment. And it's been something that we've been building towards for you know, it seems like it's okay, you know, we just we we had the right thing right now, but the reality is, you know, we've been building towards this for, you know, four years plus. Yeah. And so, you know, it's an overnight success success that took four years. [00:49:28] S0: Right? Overnights success. I love it. Yes. What was the key unlock for the new round? Growth needed the capital for specific expansion, just the broad tailwinds of the industry, people looking forward to more demand? What's changed in the business?
00:49:28 · John Coogan, Feross Aboukhadijeh
[00:49:28] S0: Right? Overnights success. I love it. Yes. What was the key unlock for the new round? Growth needed the capital for specific expansion, just the broad tailwinds of the industry, people looking forward to more demand? What's changed in the business? [00:49:47] S7: So the business is just inflecting. Every year I feel like, okay, this is great. Certainly, we're going get like a regression to the mean or something, but it just keeps accelerating. So over the last while, we've had 500% plus ARR growth over the last twelve month period. And it keeps going. I think we're seeing kind of three forces converging all at once here. We have this kind of like perfect storm between AI generating more code than ever before. You got developers and increasingly non developers too that are pulling in open source dependencies and third party code at unprecedented velocity, and you have more code being written than ever before, both by humans and AI agents. And the kind of maybe counterintuitive thing is it actually brings in a lot of third party code, and that code is is really vetted less than it's ever been before. [00:50:41] S0: Yep.