With Claude Design, Anthropic wants to kill PowerPoint, InDesign, and Figma.

Before leaving for the weekend, Anthropic's teams presented Claude Design. The tool generates prototypes, slides, and marketing materials from a simple natural language instruction. The presentation came the day after the general availability of Claude Opus 4.7, the model that powers the product and which is considered the main improvement over its predecessor in terms of 'vision' capabilities.

Why did the market react so strongly?

Figma's stock lost 7% during the day of April 17. Adobe has sold 2.7%, Wix 4.7%, GoDaddy 3%. Wall Street is starting to hear the song about Anthropic, a company that doesn't hesitate to compete or even "kill" its customers by offering alternatives to their products with better integration of its AI.

Claude Design reads the code and design files of a team to automatically rebuild its design system, including its colors, typography, and components. The user can then refine the result through conversation, comments, direct modifications, or via custom sliders generated by Claude himself. The export is done to the format or applications like PowerPoint and Canva. The founder of the design app has publicly endorsed the partnership in Anthropic's statement. Claude Code can then retrieve the design and transform it into a functional product.

Figma occupies between 80 and 90% of the market for UI/UX tools. Its stock had already dropped by more than 80% since its peak post-IPO in the summer of 2025. The launch of a product that covers part of its domain changes the game. Wix and GoDaddy were also penalized that same day. Investors expect that Anthropic's method, generating a complete product through prompts, will spread beyond UI/UX design.

A few days before the announcement, the Product Director of Anthropic leaves the Figma board

If we zoom in on Figma, the sequence of events is quite amusing: mid-April, Mike Krieger (Product Director at Anthropic) left the board amid rumors of a competing product. Three days later, Anthropic launched Claude Design. Discomfort.

Mike Krieger co-founded Instagram, which was later sold to Facebook (Meta) to become the social media platform we know today. He then launched Artifact, an AI-powered news app, acquired by Yahoo in 2024. He has been serving as the Product Director at Anthropic since.

The timeline was documented even before the product launch. Claude Code had already disrupted development tools by generating from a prompt and allowing human collaboration to adapt later. The design has undergone the same treatment.

Figma built its valuation on the depth of its collaborative ecosystem, painstakingly accumulated over a decade. The question is no longer whether Anthropic can replicate this ecosystem in a few months. It is whether the ecosystem remains the right metric when a prompt is enough to generate a first version.

The message sent to other Anthropic clients is simple: today Figma, tomorrow who? Claude Design is available in the web version for all paying subscribers as long as the tool remains in preview. Knowing the house, non-subscribers will likely have access to the official release.

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