The Kobeissi Letter said 79.7% of designers use AI in their workflows, and the AI product design market is expected to grow from $5.3 billion to $26.5 billion
On October 29, 2026, The Kobeissi Letter posted on X that AI is disrupting the entire design software industry. According to a new study, 79.7% of designers now use AI in at least one stage of their creative workflow.
The post said that, as a result, the AI product design market is expected to expand from $5.3 billion in 2025 to $26.5 billion in 2033. This implies a compound annual growth rate of about +20%, and North America controls nearly 40% of the entire market.
The Kobeissi Letter said that, as AI reshapes the industry, companies with established distribution networks, innovative AI integration and scalable infrastructure are most likely to benefit. The design software industry is about to undergo a major transformation.
Original source:
Title: AI is disrupting the entire design software industry. Publisher: The Kobeissi Letter (@KobeissiLetter) Publication date: 2026-10-29 URL: https://x.com/KobeissiLetter/status/2115893264742228351 Source nature: original market commentary post Verification status: relevant content read in this instance, verification date 2026-10-29 Supporting content: The Kobeissi Letter said 79.7% of designers use AI, the AI product design market is expected to grow from $5.3 billion to $26.5 billion, CAGR about +20%, and North America nearly 40%
ABAB AI Insight
The 79.7% adoption rate cited by The Kobeissi Letter refers to the share of AI use in designers' workflows, not the share of jobs replaced. That figure is presented alongside the market forecast (from $5.3 billion in 2025 to $26.5 billion in 2033), but the post does not disclose the specific institution, sample size, or methodology of the study. The market forecast is a third-party projection, not realized revenue.
On the capital path, incumbent players in the design software industry (such as Autodesk and Adobe) have distribution networks and customer bases, and may retain share by embedding AI features. Emerging AI-native tools depend on the speed of workflow integration. The post says that companies with established distribution networks and scalable infrastructure are most likely to benefit, which is the commentator's judgment rather than verified market share data.
Unlike general AI tool adoption statistics, this post focuses on specific forecasts for the product design market. The observation metric is whether design software companies disclose revenue contributions tied to AI features, as well as follow-up survey results from independent research institutions on designers' AI adoption.
ABAB News · Laws of cognition
The share of AI use in designers' workflows and the share of jobs replaced are different metrics and cannot be directly equated.
The compound growth rate in market forecasts is a third-party expectation, not realized revenue scale.