Both Figma and Google shipped on the same day
The AI in Design Report 2026 puts 91% of designers on AI weekly. The same week: Figma launched its agent beta, Google Stitch added streaming and multiplayer at I/O, and Open Design crossed 40k GitHub stars.
The AI in Design Report 2026 dropped this week: 91% of designers use AI at least weekly, up from 54% in 2025. The average toolstack has gone from three tools to seven. Make of that what you will.
Figma↗ and Google both shipped major updates the same day.
Figma↗'s agent is in beta. It reads your canvas, uses your existing components and styles, and makes design decisions from prompts. Earlier AI features in Figma↗ generated artifacts you could pull from; this one operates inside the file. Custom skills in Make are now available too: reusable slash commands that package repeatable prompts into stable workflows, callable from any Make file. Team-sharing is on the roadmap. The direction is clear: Figma↗ wants agents to understand and respect your design system before touching it.
Worth knowing: the agent performs best on files with consistent design systems. Give it a mess and it'll work with what it has.
Google Stitch↗ added streaming and multiplayer at I/O. The canvas now responds as you type rather than delivering complete generations. Multi-user editing is live for the first time. These were the two most-cited gaps relative to Figma↗, and both are now patched. Stitch is still free, with no pricing announced. That's fine until it isn't, but for now it's a genuine option for teams who've been watching from the sidelines.
Open Design crossed 40,000 GitHub stars. Apache-licensed, local-first, bring-your-own-key, runs on any supported model. It's a direct response to Claude Design↗'s credit limits, and for teams with existing API access, the economics aren't complicated. Anthropic shipped a design tool and found out that "included with your subscription" is less compelling when your subscription has daily caps. Open Design is rough in places, but the growth rate suggests people care more about the cap than the polish.
Three different theories about who should own the AI design layer: Figma↗ thinks it's whoever has the best design system, Google thinks it's whoever is free, and 40,000 developers think it should be infrastructure. One of these is probably right. I'm not sure it's the same one I would have guessed six months ago.