I really like this kind of market analysis (discussing levels of abstraction as the primary variant in market differentiation), because it's been my focus of thought for the past few years.

I actually think that Figma is still somewhat legacy in its model, because it still relies on the concept of a designer as akin to an illustrator. Give them a canvas, and some tools, and let them draw. No one has attempted to deviate from that model, and I think there could be a wealth of opportunity outside of it.

With $5 billion valuation, am I alone in suspecting that it's now only a matter of time before Zapier acquires Integromat?