TLDR
- Figma stock jumped over 15% on Monday after OpenAI CEO Sam Altman demonstrated ChatGPT integration at DevDay conference in San Francisco
- ChatGPT’s 800 million monthly users will be able to run Figma tasks directly from their conversations using OpenAI’s Apps SDK
- The rally marked Figma’s biggest single-day gain since its July 2025 IPO on the New York Stock Exchange
- OpenAI plans to offer monetization options for third-party app integrations, including Figma, with developer submissions opening later in 2025
- The integration lets users sketch product flows in ChatGPT and have Figma convert them into workable diagrams without leaving the conversation
Figma shares climbed over 15% on Monday following a demonstration by OpenAI CEO Sam Altman at the company’s DevDay conference in San Francisco. The rally marked the design software maker’s largest single-day gain since its market debut in July.
Altman showed how Figma would integrate with ChatGPT through OpenAI’s Apps SDK. The framework allows third-party applications to work directly within ChatGPT conversations. ChatGPT currently has over 800 million monthly users.
“When someone’s using ChatGPT, you’ll be able to find an app by asking for it by name,” Altman explained during the presentation. He demonstrated how users could sketch a product flow and then ask Figma to turn it into a workable diagram.
The integration means ChatGPT users won’t need to leave their conversations to access Figma’s design tools. The Figma app takes over to complete requested tasks. Users can also launch FigJam, Figma’s collaborative workspace tool, directly from ChatGPT.
The Apps SDK builds on the Model Context Protocol. Anthropic introduced this open standard last year. OpenAI adopted it as the foundation for third-party app connections.
New Revenue Opportunities
Altman said OpenAI plans to offer multiple monetization options for apps that integrate with ChatGPT. The company hasn’t detailed specific revenue-sharing structures yet. Developer submissions for the Apps SDK will open later in 2025.
Last week, OpenAI launched a shopping feature with Etsy. Users can now buy products listed on Etsy through ChatGPT. The Figma integration follows a similar pattern of bringing third-party services into the ChatGPT interface.
Subscribers to Apps SDK-connected products can log in without switching applications. This keeps users working in one place. The seamless experience could drive more engagement for integrated apps.
Building on AI Tools
Figma has been developing its own generative AI features. The company uses models from OpenAI and other providers. These tools help users work on app and website designs faster.
The ChatGPT integration adds another layer to Figma’s AI strategy. It puts Figma’s tools in front of hundreds of millions of potential users. That’s a huge expansion of the company’s reach.
The stock closed at its highest level since early September. Trading volume spiked well above normal levels. Investors clearly liked what they heard from the DevDay presentation.
Figma went public on the New York Stock Exchange in July 2025. The stock had dropped in September before Monday’s rally. This integration announcement gives the company a fresh catalyst.
The Apps SDK framework opens doors for other software makers too. Altman said many apps would connect to ChatGPT through the platform. Figma was one of the first companies to get featured at DevDay.
Software developers who want to participate can start preparing their applications now. OpenAI will begin accepting submissions for review in the coming months. Apps that make it through will join Figma in the ChatGPT ecosystem.
The partnership puts Figma’s design capabilities at the fingertips of ChatGPT’s massive user base. Users can now sketch ideas in natural language and have them converted into professional design files without leaving their chat window.
