Three people at three different companies, same conclusion. Former Apple designer Jason Yuan calls intelligence “the new materiality” in the previously linked Fast Company piece. Brian Lovin says Notion’s design team can’t design AI products in Figma because the material doesn’t live there. Jenny Blackburn, Google’s VP of UX for Gemini, puts it most directly.

Eli Woolery and Aarron Walter, writing for Design Better, synthesized interviews they’ve done with Google design leaders across YouTube, Search, and Gemini. Blackburn’s framing:

The model is the material that we are designing with, and the more you understand the material, the more you can innovate with it.

You can only direct as well as you understand. But this material behaves unlike anything designers have worked with before. Blackburn on the risk of over-constraining it:

One of the challenges is that these models are so capable. In many ways, they’re actually more capable than you even expect as a designer, and so the risk is that you actually add too much UI that limits the value that the model can provide that would come if you just facilitated a direct conversation between the user and the model.

The Gemini team’s response is smart. When users wrote too-short prompts for custom Gems, they didn’t add a tutorial. They added a “magic wand” that expands the prompt but doesn’t submit it. The user reviews, edits, learns. Teaching without lecturing.

Every previous design material—pixels, paper, aluminum—is deterministic. You shape it, it stays shaped. AI models are probabilistic. Same prompt, different results. Understanding this material isn’t like understanding clay. It’s like understanding weather.

The piece also covers YouTube’s disciplined “bundles” strategy and Search’s AI reimagining. Worth the full read.