Google Stitch March 18 Update Adds Voice Canvas and Vibe Design — Free AI Tool Tanks Figma Stock 12% in Two Days

CNBC·high signal

Google Labs dropped a major Stitch update on March 18 adding voice-controlled design ('switch to dark theme'), vibe design (text-to-layered-UI), and instant prototyping. Figma shares dropped 12% over two days. The competitive dynamic is stark: Stitch is free and dominates 0-to-1 ideation (ten concepts in minutes), while Figma charges $13,200/year for a 20-person team and owns the 1-to-100 refinement phase. For builders, this means early design exploration is now essentially free — the paid moat only survives in production design systems.