The Ledger, every show

“So here at figure what's so, so at a high level, the biggest company, the next 1015 years in the world will be human, like AI powered humanoids. That like, that's for sure going to happen.”

“This is not tele-operated. For sure not tele-operated. No secret room. these robots are running purely autonomously from an onboard AI policy called Helix running onboard the robot in the torso.”

“Yes. Every phone and computer was built pre-AI. The, All the hardware we have today in the world needs to be completely rebuilt from scratch.”

“It's, like, the opposite of what Meta, I think Meta's doing that right now, right? Look at the Meta, like, a super intelligence lab. It's, like, you're putting, like, I mean, it's just gonna, it's just immediately gonna, it's gonna immediately collapse. It's n…”

“The prices of goods and services are, will slowly start collapsing, basically, anatomically approaching zero.”

“Several 100,000 guns are being brought into schools in K to 12 every year in the U S and not found.”

“Everybody that's moved fast at OpenAI is gonna go, or is gone. Like, and they'll be left with folks that move slow, want to think about safety and all this stuff”

“And now open AI is going to have a Massive issue with speed and brand and everything else, and it's going to be unrecoverable. They're never going to be a recover from what happened.”

“I think in like the near and medium case, we're really not going to be displacing that much labor. I think what we're seeing every day we're walking into a warehouse or manufacturing a retail scenario, they have a tremendous amount of unemployment. The turnove…”

“You can't write code to make this work. So all of our robots here run on a neural network we call Helix. It's a vision language action model we designed here internally to tell the robot what to go do, to stay balanced, like how to move its joints basically fr…”

“Our hypothesis now is that we will see enormous amount of positive transfer from the data collection efforts we're doing now into pre-training across, like, basically any environment in the world.”

“So in some way I think we'll get to at or even beyond human level intelligence in these systems. It actually might be the case that we get to artificial general intelligence first in these embodiments.”

“At some point here, it'll just be like it'll just be full lights out manufacturing. We'll have like robots only building robots and sending out to the world. Robots will be getting into boxes themselves. Other robots will be boxing them up and we'll be shippin…”

“We're not teleoperating this stuff.”

“We just want humanoid robots to work, and like, they're working now. It's pretty simple. Like, we're seeing robots to do everyday things. Like, we saw it clean up a living room, do commercial work.”

“It's if you can solve this, it'll build the biggest business in the world by like a large factor.”

“I want to be able to put a robot into a home and be able to do, like, seven to 10 hours of work successfully without failures, with, like, to know, like, with no human intervention and do that every day forever. It's just, like, a hard problem. Nobody's ever s…”

“So I think within the next, like, five years, we'll be taking passengers, like, paying passengers around in, in air spaces here in the world on electric aircraft like this.”

“Like, my view is, like, all aircraft, like, all, all aviation, like, all air transport will move electric here. And I think hopefully in our lifetime”

“I think we'll, we'll see billions of humanoids on the planet in our, in, like, our lifetime, and they will do everything for us from things at home, like, doing the laundry, washing dishes unpacking groceries cleaning up the house to, we will see billions in t…”

“I don't, it's not something we'll solve in a month, but it's certainly not something that's 10 years away at this point.”

“We will see in 12 to 18 months voice models approaching human Turing tests, and that's not just from an IQ perspective and information retrieval, it's EQ as well, as we just talked about in naturalness.”

“We are taking data from all the robots, and we are consulting that out to, like, our servers here at Figure, and we're training on that. And what we're seeing now is we're seeing, like, incredible transfer from other robot data that's helping the current robot…”

“We've kind of, like we've, like, tapped out all the, kind of, tokens on the internet at this point. So we think, like, being able to explore the physical world is, like, extremely important for, like, overall intelligence.”

“It also became hard, like, hiring people when we had a partnership like that, where folks felt like we were outsourcing our AI, which we weren't doing, and we were actually doing all of it mostly ourselves internally.”

“My view is that there's going to be a generational company to be built that We'll be able to put, ultimately, billions of robots on the planet that will build, like, the largest company we've ever seen in the world by a long shot.”

“You'll have this dramatic reduction here over the next, like, five years as we approach higher volume manufacturing, and then you'll have another step down once robots can fully build robots in the loop together, and you remove all human labor from the whole m…”

“Basically you have like a school shooting, like basically once per day now in the U S in K through 12.”

“So we basically 10 X the number of school shootings over the last like seven years or so decade.”

“A, it's gonna be the biggest business in the world by probably order of magnitude. Half of GDP is human labor, like an order of magnitude bigger than, like, all of transportation market. It's just an enormous industry.”

“We're doing that fully autonomous end to end on our robots now, all bipedal. And the second is we're doing kind of full consumer level manipulation and like speech to speech reasoning. So we're able to Talk with the robot. It's able to understand what we're sa…”

“I think over a long enough period of time, Everybody will own a humanoid just to do work for them. And you will choose, like. Labor will be optional, and you'll choose to do work or not.”

“Like this will never happen to Sam ever again. This problem that we're talking about here will never happen to me going forward again.”

“At one point I got introduced to the guy that runs like General Catalyst, Joel. And he called my pitch disrespectful.”

“We're seeing here is we're seeing the ability to get these robots over time with a high enough volumes cheaper than like a mid price card. And then if that robot can last four or five years before it's fully depreciated the cost should be pretty affordable for…”

“I happen to think this business is probably valued bigger than Cruise and Waymo, which are like, these are a thirty billion dollar free revenue companies.”

“And I think we can do these over the next like 24 months. We'll have robots in commercial. Applications with like some of the world's biggest brands.”

“We think there's an opportunity to manufacture millions and ultimately billions of robotics to help with the world, and we think that's going to have, like, very substantial impact on the economy.”

“I hope within the next, you know, 10 years, we can ship at least a million robots into the world.”

“We got a call asking to be basically the first humanoid group basically ever to put robots in the White House, and so last week we basically had the, you know, first robots in, humanoid robots in history there doing stuff, talking, greeting folks we were basic…”

“We've been working on a project we call Vulcan here internally. That basically allows us to lose a single or even multiple joints in the legs and still not fall.”

“The biggest blocker for us now of going from where we're at today to, like large-scale deployment is data. We need, like, an enormous amount of data.”

“This is an X-III that we helped basically like we basically helped, the robot helped assemble it, and this was the first car in the world built by a humanoid robot that we're aware of.”

“So this was like hundreds of thousands of dollars and the robots we have now are like you know, well under a 100,000 dollars each.”

“We reduced the cost by about 90% between these two.”

“We recently unveiled our high degree of freedom hand as a teaser, our next generation hand about a month ago. And this hand has basically a human level dexterity, like as many joints in the hand as a human.”

“There's a technology that was designed at NASA Jet Propulsion Lab about a decade ago that it can detect weapons underneath clothes and in backpacks and bags from, like 10, 20, you know, five, 10, 20 meters away. And they built it for the Iraq-Afghanistan war t…”

“Like we used to run that robot here, figure, figure one, and man, that robot could like run for like an hour and it would like fault. We know all the reasons or it would fall or would like, you know, lose power. And, you know, we moved to figure two. I think w…”