Figma’s AI Credit Model and the New Economics of SaaS

February 27

29 mins

Episode Description

In this episode of Mostly Growth, the number one podcast in product monetization, Kyle and CJ break down Figma’s new AI credit model and why investors sent the stock up 14%. They unpack hybrid seat + credit pricing, power-law usage, the fine print on overages, and what this means for SaaS monetization in the age of AI. Plus: Snapchat’s 25M paying subs and a cautionary overages tale.

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SPONSORS:

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LINKS:

Mostly Metrics: https://www.mostlymetrics.com

CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/

Growth Unhinged: https://www.growthunhinged.com/

Kyle on LinkedIn: https://www.linkedin.com/in/kyle-poyar/

Slacker Stuff: https://www.slackerstuff.com/

Ben on LinkedIn: https://www.linkedin.com/in/slackerstuff/

https://www.reuters.com/business/figma-jumps-ai-push-boosts-software-design-spending-2026-02-19/

https://help.figma.com/hc/en-us/articles/33459875669015-How-AI-credits-work

https://www.saastr.com/salesforce-now-has-3-pricing-models-for-agentforce-and-maybe-right-now-thats-the-way-to-do-it/

https://www.growthunhinged.com/p/2025-state-of-saas-pricing-changes