At the OpenAI Dev Day under the spotlight on the night of October 6th, Figma was listed as a "first-wave application" in ChatGPT. Less than three days after the announcement, Figma's stock surged by 30%—investors voted with their money: when 800 million weekly active users can directly generate, edit, and iterate prototype diagrams in a chat window, the customer acquisition funnel for design software is instantly opened up a "high-speed channel".

"It's not an either-or choice, it's 1+1>2," Dylan Field, CEO of Figma, told Bloomberg to define this collaboration. In the past, ChatGPT could spit out Mermaid code but couldn't draw a decent flowchart. Now, users just need to @Figma in the chat window, and they can drag AI-generated nodes into FigJam with one click, then continue drawing, annotating, and collaborating. Field provided a quantitative answer through personal testing: doing a "2100 technology tree" long graphic, the old method took 24 hours, while the new one only took 30 minutes—a 48-fold improvement in efficiency.

This "lightning war" didn't involve a long business negotiation. Field revealed that both sides' engineers directly created a group chat, and on the eve of the launch, they stayed up until the early hours debugging the interface—"zero commercial split, pure technical resonance." OpenAI gained "visual muscles," while Figma gained "a flood of traffic"—even if only 1% of 800 million weekly active users converted into new FigJam files, it would be equivalent to adding 8 million new projects overnight.

A bigger game is in ChatGPT's new "application features" architecture: the first batch of 11 super apps including Booking, Canva, Spotify, and Zillow have all been integrated, with conversation as the entry point and AI as the scheduler. Figma is just the first domino—when users get used to "asking and doing" in a chat window, the traditional SaaS independent entry points, registration, and payment processes will be completely folded. The 30% jump in stock price is merely the capital market's bet on the "conversational workflow" ahead of time.

No one knows where this wave will end, but Field has already given a survival guide for designers: those who cannot express their thoughts through images will be replaced by those who can "@AI draw." The collaboration between Figma and OpenAI has turned this warning into a reality that is already happening.