Google Redefines Design with 'Vibe Design', Figma Wobbles

Google recently made headlines by announcing the addition of new features to its Stitch tool, now enabling 'vibe design.' This innovation allows users to create designs using natural language, and even by voice, without resorting to code. This announcement had an immediate impact on the market, leading to a drop of over 7% in Figma's stock, a key player in the user interface design space.

The Rise of 'Vibe Design'

The concept of 'vibe coding' had already captivated the artificial intelligence community in 2025. Today, Google Labs has introduced 'vibe designing' by unveiling several updates to Stitch, an AI-powered tool that uses simple instructions to generate highly accurate user interface designs and front-end code. This strategy is part of an offensive against software manufacturers, as AI companies continue to roll out features that directly challenge these companies' products.

Google explained that 'vibe designing' allows users to quickly explore numerous ideas, leading to a higher quality outcome. Unlike traditional methods that start with a wireframe, users can now begin by explaining the business objective they hope to achieve, what they want their users to feel, or even examples of what currently inspires them.

Impact on Figma

Google's announcement had immediate repercussions for Figma, whose stock fell by about 8% on Wednesday and an additional 5% on Thursday at 12:33 PM in New York. Figma, which offers tools for interface design and user experience, now finds itself under pressure due to Google's innovation.

Advanced Features of Stitch

Stitch goes beyond written instructions or code. It now incorporates voice capabilities, allowing users to interact directly with the tool. Google explained that the agent can provide real-time design critiques, design homepages by asking questions, and make instant updates, such as offering different menu options or varying color palettes.

Additionally, Stitch offers predefined templates for various sectors, such as healthcare, entertainment, and utilities, making it easier to create SaaS dashboards and other applications.

Industry Reactions

The rise of AI in software development raises concerns about the future of traditional tools. Fears that this technology could replace traditional software tools have worried traders and left some engineers wondering if they would soon lose their jobs. However, prominent figures like Jensen Huang, CEO of Nvidia, believe that the idea of AI replacing software companies is the most illogical thing in the world and that time will prove this. Sam Altman, CEO of OpenAI, also emphasized that the software industry is not dead, but a change is underway. He mentioned that the way software is created and used will evolve, just as the ratio of code written to the desired user experience will change.

Dylan Field, CEO of Figma, stated in February that volatility could strengthen companies in the long run. According to him, these fluctuations are likely beneficial for the long-term stability of businesses.