Interesting! I wrote this approach up (more or less - extract design system -> make templates -> export) some time ago and I've found it unbelievably powerful:
https://martinalderson.com/posts/how-to-make-great-looking-c....
I use it all day every day with Claude Code. I sometimes wonder past code if this has had the biggest impact on my day to day productivity, either having to make do with semi-bad looking reports or have a designer design them (which is slow).
Sort of feel sorry for Figma in a way though, given all the "partnerships" (highlighting their MCPs) and case studies they've done with Anthropic and then they release this. I note there isn't a testimonial from them this time.
I'm surprised how poorly Figma have used "AI" in general - given they were the "gold standard" in taking emerging technologies (WASM etc) and making an incredible product. The Figma Make thing was incredibly underwhelming, I managed to extract the system prompt out and it's basically just Gemini 3 Pro with a design prompt. Perhaps the original team has left?
They are extremely exposed imo. While all the UI/UX designers will continue using it for the forseeable, I strongly suspect a lot of their (A/M)RR was coming from extra seats for PMs, developers, etc to view and export and do commenting on the files - not core designer usage. I think a lot of this just won't happen on Figma as much.