Figma’s compounding growth is not only due to product market fit, but is also driven by the alignment between their product and distribution. There are limits to Figma’s success if it remains only valued and spread within companies. In order to break through that asymptote, Figma must build a global network effect across the ecosystem. Figma’s value to new users should compound as Figma’s adoption grows, even for solo users outside of organizations. Figma has begun making its bets on how it will become a platform—namely centered around communities and plugins. While it’s still early, these bets can be unpacked and understood.