A movie-worthy week: suspicions of corporate espionage at Figma, a shoe company turned GPU business, and the first billion-dollar company run by two people. Jorge and Antonio break it all down in this episode.
Cloud Design and the case of the “mole”
Figma’s shares fell between 4% and 7.7% after the presentation of Cloud Design, Anthropic’s tool that generates complete design systems from a repository. The plot twist: Mike Krieger, Anthropic’s CPO, left Figma’s board just three days before the launch, raising suspicions of corporate espionage. The contrast stings even more if you recall the previous failure of “Figma Make”: the design disruptor has been disrupted.
From shoes to GPUs: the All Birds pivot
In the stock-market hype department, the unusual case of All Birds: the footwear company’s valuation shot up by 800% after announcing its transformation into a GPU infrastructure company under the name NewBD AI. The market reacts to any mention of AI with extreme sensitivity, and companies know it: “GPU as a service” is the new gold rush for reinventing yourself on the stock market.
The two-person “billion dollar company”
The most unsettling case of the episode: a marketing network billed over a billion dollars selling a generic version of Ozempic with a 100% AI-automated infrastructure — fake doctor profiles, automatically generated videos, a complete operation with no humans. It’s under fraud investigation, but it demonstrates something uncomfortable: autonomous organizations with global reach and tiny teams are already possible. The bottleneck is no longer production; it’s distribution and legislation.
Do the labs have secret models?
Drawing on Anthropic’s release speed, the episode speculates with a reasonable question: do the labs have internal models smarter than the public ones? For companies like Figma the asymmetry is brutal: they have to pay their own competitors to use their models, while the top labs reach a technological “escape velocity” that is hard to match.
Is it agent ready? The Web MCP protocol
The closing looks at the web’s infrastructure: Cloudflare has launched isitagentready.com, which evaluates whether a website is accessible to AI agents. It introduces the concept of Web MCP and the idea of exposing “skills” directly from the website’s code. The destination: an internet where agents don’t just summarize content, but execute transactions and purchases via specific HTTP protocols, without going through human interfaces. If your site isn’t agent-ready, it will soon be invisible to half your traffic.
Thanks for joining us one more week on Tokenizados. Subscribe and don’t miss the next episode.