$FIG Figma Tape Reports
Per Ticker.id: $FIG Figma Tape Reports — 44 podcast mentions across 7 podcasts (30 days), latest 2026-08-25 02:12 UTC.
Lingora, I had the founder of Lingora. All of those app levels. And then you have Figma over here, Dylan. Sure. I'd love to have Dylan on the show, by the way. Please book Dylan.
Jason Calacanis — This Week in Startups · China wants you to cheer for the robots taking your job | E2329 · 2026-08-25Yes. Um, and if somebody doesn't get back, then I gotta come in and do the invite, but we'll have Dylan on. Figma, Claude Design, like, people are starting to realize, I just can't trust the frontier models not to steal my business. They're gonna steal my cheese.
Jason Calacanis — This Week in Startups · China wants you to cheer for the robots taking your job | E2329 · 2026-08-25Yeah, so a few really great questions here. So the benefits of holding a stock post-acquisition, it really depends on how the deal was structured. So if it was an all-cash deal, You're not going to actually hold anything once the transaction finishes. Your shares are wiped out. They're converted into cash at that final buyout price. Now, if it's a stock-for-stock swap, your shares are actually turning to equity in the new combined company. Now, we hear a lot about management when they announce an acquisition, talk about the realization of synergies. It sounds like a very nice fancy buzzword. What does it mean? Well, the idea is, you know, the combined businesses can eliminate a lot of the duplicate corporate expenses. They can merge their sales teams, you know, they can use their combined size to get maybe much lower interest rates on corporate debt. So what does that mean for you as an investor? Well, you're essentially betting that these two companies together will be worth far more than they ever were apart. Maybe that's a benefit for your long-term portfolio. Now, there is another question here. What happens if the acquisition is blocked by the courts? Now, typically the target company stock will give back its acquisition premium. We'll see declines, but there can be some damage that happens in the background. You know, you can see a company that's stuck in corporate limbo. Management is obviously dealing with a, a potentially protracted legal battle. This can be an area where competitors will use that window of uncertainty to sort of swoop in. There's actually, you know, a lot of examples of this. One would be, uh, when Adobe tried to buy the design platform Figma a few years back for a $20 billion price tag. Uh, that was obviously a deal that did not come to fruition in the end. There was— I think it dragged on about 15 months. There was heavy regulatory scrutiny before it was ultimately called off. And, you know, Figma of course kept running its day-to-day business, but they were legally bound by the standard larger covenants that restricted them from executing major independent shifts or financing moves, slows down product launches. When the deal collapsed, Figma used the $1 billion cash breakup fee from Adobe to aggressively grow again.
Rachel Warren — Motley Fool Hidden Gems Investing · 1 Earnings Report That Could Move the Market · 2026-08-24Yeah, I mean, to directly answer the first part of that question, yes, the, the target generally spikes after the deal because the acquirer almost always has to pay a premium. In order to get the company's board and shareholders to say yes to a takeover. I mean, there's not much motivation if your stock's trading for $100 and then Adobe comes in and swoops in and says, "Well, we'll give you $100 a share for the entire company." Why? Why would you do that? So yeah, it depends on if it's an all-cash deal, if it's a cash and stock deal. That's really where you have a decision to make. When it's a cash deal, you generally have what I call a regulatory gap between what the stock price immediately initially jumps to and what the acquisition price is. And once you get over that regulatory hump of will this deal be approved, that's when you'll see that gap really start to close and it'll really gravitate toward the cash price of the deal. With a cash and stock deal, as Rachel kind of mentioned, you have to— you'll have exposure to the combined company after. Usually the acquirer is bigger, so you really need to decide if you want to own the acquirer after the stock stock? Sometimes for me, this answer has been yes. Like when Rocket Companies acquired Redfin, I was a Redfin shareholder. Now I'm a Rocket shareholder because I like their business. At other times, it's been no. I wanted to emphasize something Rachel mentioned at the end with the Figma and Adobe deal. A lot of these deals have breakup fees, and sometimes if there's a bidding war happening, like with Warner Bros. Discovery, like the question mentioned, you'll see a pretty hefty breakup fee, which kind of is like a deal sweetener. There's a $7 billion breakup fee if the Paramount-Warner Bros. deal falls through. So, some deals have pretty big safety nets baked in. In that case, I wouldn't expect Warner Bros. to fall all the way back to its pre-announcement price because of that fee. But that's very deal by deal, and it's really worth knowing.
Matt Frankel — Motley Fool Hidden Gems Investing · 1 Earnings Report That Could Move the Market · 2026-08-24Yeah. And I think it was also— I think people have to understand that the way of shorting now is different from the way of shorting 2 years ago. 10 years ago, which is that you pound, you pound. So a situational awareness would be in there and they'd be hitting bids in order to crush ServiceNow. And every single day they would hit the bid and you would get beleaguered and you would sell ServiceNow. Well, every one of those is up. I mean, I saw a Viva recommendation today. That's been one of the most smashed ones. We've seen Salesforce reports on Wednesday and Salesforce stock. Yet many people feel Salesforce is going to have a bad quarter. Suddenly Salesforce stock takes off and it's now up, say, 50 points. The— you're absolutely right. Even Adobe rallies and Adobe even thought to be destroyed by Canva and Figma. So you've got a shift to enterprise software. You have a belief that I just want to stay away from any data center, which is just too hard. And so you go— that's why I said go to Micron, which fundamentally has an amazing product, is doing the right thing with water, doing the right thing with the environment, doing the right thing with electricity. But it doesn't matter, see, because Samsung's buyback was nonexistent. It was chimerical.
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24So I had mentioned when I talked to Lovable and ElevenLabs, they're huge, huge customers of the Frontier Labs. Frontier Labs can get competitive with them, just like Figma and design cursor and Claude code, Figma and Claude design. They are— I kind of asked them on those interviews when I was in Paris in July, hey, are you making your own models? Are you doing that kind of stuff? And they're like, yeah, you know, we're looking at that. Here it is. Harvey, pull up the story. Harvey is making their own model. They forked an open source model. They're doing their own training. And they are working on behalf of their clients. This is the story.
Jason Calacanis — This Week in Startups · Open source is going to win it all: Harvey proves it | E2328 · 2026-08-21Then how Figma is bringing design, code, and AI together for new digital products and weathering investor worry about AI. CEO Dylan Field on cultivating trust in tech.
Katie Kramer — Squawk Pod · Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26 · 2026-08-19Coming up, the bruising battle for artificial intelligence market share. Design and coding platform Figma is fighting investor anxiety about the costly buildout of AI infrastructure, and the stock has taken a hit since its IPO just last summer. CEO Dylan Field joins Squawk Pod next.
Katie Kramer — Squawk Pod · Moderna & Merck’s Cancer Treatment Win & Figma CEO 8/19/26 · 2026-08-19