u/PossibleSecretary524

I see two re-ratings this morning - 35->30 and 44->38. I think the reason is in the pricing model question asked during the earnings call. The question was about how tokens/seats pricing models will be on the client side, the answer was basically 'we don't know', which is extremely reasonable given the early stage of token monetization and the Figma's goal to have more points of exposure for their products, new rollouts etc.

So, i think because it is unpredictable and didn't settle this will be a year of extreme growth AND undervaluation for Figma until the tokens and seats income will be predictable and losses 'too fresh and unpredictable' trait.

Wdyt?