Google-backed AI-native design platform (ex-Galileo AI). Free tier with 350 generations/month. Infinite canvas, voice-driven 'vibe design', React app export, DESIGN.md format. MCP server + SDK confirmed. Caused 8.8% single-day Figma stock drop on Mar 18 2026.
Where it wins
Google-backed with free tier (350 generations/month Standard, 50 Experimental)
Market impact: Figma stock -8.8% in one day, -35% YTD (Invezz, 2026-03-19)
Infinite canvas, voice-driven 'vibe design', React app export, DESIGN.md format
MCP server + SDK confirmed — connects to Gemini CLI, Claude Code, Cursor
Major press coverage: The Register, Android Central, TechRadar, Neowin (Mar 2026)
Where to be skeptical
Major update is 2 days old (Mar 18 2026) — zero usage evidence beyond launch coverage
No HN discussion with substance
No GitHub repo (Google Labs) — no community signal
Ranking is provisional — could be transformative or could fizzle
Google product risk — history of shutting down products
Editorial verdict
Provisional #1 in AI-native design creation. Google-backed, free, and the Mar 18 overhaul caused an 8.8% Figma stock drop — the market treats this as a serious threat to Figma's moat. MCP server confirmed. But the update is 2 days old with zero usage evidence. Watch status until adoption data appears.
Related
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Onlook
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Public evidence
Figma stock dropped 8.8% in a single day following Google Stitch's Mar 18 overhaul. YTD decline of 35%. The market is pricing this as a serious threat to Figma's design tool moat.
Broad press coverage of Google Stitch's infinite canvas, voice-driven design, React export, and MCP support. No usage evidence yet — all launch coverage. Watch for adoption data.
Raw GitHub source
GitHub README could not be fetched right now.