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108. Figma IPO to the Moon! The Brutal Economics of LLMs, Azure’s Clever Shell Game
August 1, 2025
In the latest episode of theCUBE Pod, John Furrier and Dave Vellante break down the ripple effects of Figma’s high-profile IPO. They unpack how this moment signals deeper shifts in tech market dynamics, spotlighting the venture capital powerhouses — Greylock, Kleiner Perkins — that helped bring it to the finish line.
Furrier and Vellante trace the strategies of key players such as John Lilly and Mamoon Hamid, explaining how old-school VC savvy is colliding with a new wave of AI-fueled ambition. Figma’s moment is more than a windfall — it’s a signal f...Read more