Google Stitch Upgraded to AI-First Design Platform, Introduces "Vibe Design" Concept; Figma's Stock Price Drops by 8%

According to 1M AI News monitoring, Google Labs upgraded its AI design tool Stitch to a full-fledged AI-native software design canvas yesterday, officially introducing the concept of "vibe design," which describes design intent in natural language, generates high-fidelity UI by AI, and corresponds to the design side of vibe coding. The new version includes four core updates:

- AI-native infinite canvas: Images, text, and code can all be dragged in as context, supporting real-time voice editing
- New Design Agent and Agent Manager: Capable of full-process reasoning across projects, supporting parallel exploration of multiple directions and progress tracking
- DESIGN.md: Plain text design specification file, readable and writable by both humans and AI Agents, analogous to AGENTS.md in the programming field, used for cross-tool import and export of design rules, also supporting extraction of design systems from any URL
- One-click interactive prototype generation: Click "Play" to preview the app flow, with the Agent automatically inferring the next logical page

Stitch is now open to users aged 18 and above in Gemini-enabled regions, and developers can integrate Stitch into tools such as Cursor, Gemini CLI, etc., via the MCP server. An SDK is officially provided, targeting professional designers and zero-experience design entrepreneurs. Following the announcement, the stock price of the UI design platform Figma fell by 8%.