Figma’s orchestration bet: Why MCP network effects redefine software defensibility

Figma’s orchestration bet: Why MCP network effects redefine software defensibility

Wall Street just repriced software-as-a-service. Again. Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way they’ve reacted all year: assuming artificial intelligence collapses categories, compresses multiples…

Wall Street just repriced software-as-a-service. Again. Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way theyve reacted all year: assuming artifi… [+7371 chars]

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Figma’s orchestration bet: Why MCP network effects redefine software defensibility - FHMnews