Andy Budd, Clearleft co-founder and longtime design leader, argues that AI may make design organizations smaller while making some design roles larger. His bull case is that designers who can move across product, craft, commerce, and implementation gain agency instead of getting stuck in production hell.

The best designers start to look less like traditional product designers and more like hybrid product leaders. They still care about interaction, hierarchy, language, flow, brand and craft, but they also understand the commercial shape of the problem. They can make trade-offs. They can prototype in code, or close enough to code. They can use AI to explore options quickly, then use judgment to throw most of them away. They can sit with a founder or PM and move from a vague product concern to something tangible by the end of the day.

Budd on the bear case and the danger of plausible design:

The problem is not that these people will suddenly become great designers. The problem is that many companies do not know the difference between great design and plausible design. Plausible design is dangerous. It looks coherent in a product review. It uses the right components. The spacing is fine. The copy is not embarrassing. The flow mostly works. Nobody in the meeting feels strongly enough to object. So it ships.

Budd’s point is that these outcomes can arrive together: cheaper execution can expand the role of designers while giving companies that never valued design a faster route to mediocrity.