Dylan Field: evaluation

Transcript context

…I love this just strategy of following the workflow as a way to think about where to expand to. Then, it's just a question, where's the biggest market? What's the easiest next segment to get on board? I imagine- Not always. I would say you can't constrain by always sorting, descending by TAM, but we're not very much, from Figma Design, there is no reason, no data that we could look at that said, there are enough designers in the world for Figma Design to be a big market. But we've got the trend right, and the number of designers rapidly increased, the number of people that care about design, because design is now the differentiator. It's how you win or lose. More people have the time in this world where the amount of software is increasing faster than ever, it's going vertical. Now, we're in a world where design is how you win or lose, so then more people care to be part of the design process. That expands the market for Figma Design. But I think you have to do what is right. You have to go from strength to strength, and you can't always just be obsessed with what's the next biggest TAM. That is such a good insight and it comes from exactly what you said, which is no one thought Figma was a large TAM, and you proved them wrong.…

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