On Friday, Anthropic shipped Claude Design.
Figma lost seven percent before lunch. By evening the CEO of Deel was on X pleading for his life:
Oh great and powerful @DarioAmodei — builder of minds, father of Claude. I humbly request you leave payroll to us at Deel. We are but simple folk who process paystubs and chase compliance deadlines. But if you do come for us, call me first.
It’s funny because it’s true.
Many companies today, from the model’s point of view, are just a skill it hasn’t been taught yet.
The case for Figma being genuinely disrupted is this: “design a good interface” turns out to fit nicely into a markdown file. The output of the agent using that markdown file is likely good enough for most people.
In the case of Deel, I think they have less to worry about. Their moat isn’t in software, but in their relationship with an unholy number of tax authorities. Authorities who will put you in jail if a markdown file is slightly wrong. You could say the Deel tweet was actually a flex. It’s saying: my skill file is too long, too wet, too legally radioactive for you to write.
It’s a fine moat. Many companies don’t have it.
Challenge: sit down and write the SKILL.md of what you or your company does.
When you’re done, reflect on this: everything compressible will be compressed.
Then go build the rest.
Reach out on Twitter / X.