Figure AI
also referred to as: figure
includes Figure Humanoid Robot
51 statements across 4 episodes · 30 bullish · 3 bearish · 3 people on the record · first statement Aug 11, 2025 by John Maslin · said 40 times in 7 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Brett Adcock (25), Molly O'Shea (12), Tony Kim (1), John Maslin (1), Dylan Fox (1)
tap a year for its mentions
2026 39 mentions in 6 episodes 7 per episode
- Figure's First Full HQ Tour: From the Lab to the Factory Floor · Sourcery with Molly O'Shea
- The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- Dylan Field on the “Permanent Underclass of Zero Taste” · Sourcery with Molly O'Shea
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about Figure AI, oldest first
Aug 11, 2025 bullish
Maslin: Humanoid robotics reaching planned volumes could 10x global rare earth magnet demand
“If we hit the volumes that companies like Optimus or Figure AI are discussing, that could 10 X the global demand for rare earth magnets by themselves, not even touching on the other industries that are going exponential, like drones or cars”
Apr 30, 2026 negative
Apr 30, 2026 positive
Adcock: Figure designs more robot parts in-house than any competitor
“I don't think there's any group in the world that I wouldn't think on the robotic side that makes the designs more parts than we do on the robot. We design the motors, basically every part within there, the rotor stator, everything.”
Apr 30, 2026 bullish
Adcock: Figure 3 faults weekly compared to Figure 1 faulting hourly
“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…”
Apr 30, 2026 positive
Apr 30, 2026 positive
Adcock claims Figure's internal AI team was running circles around OpenAI
“It got to a point where we were just like, our team internally that was designing these models were running circles around OpenAI. We were just way better at this. And we were better about testing on the robots, training the models, like all, all of it.”
Apr 30, 2026 neutral
Apr 30, 2026
Adcock: Eliminating casual socializing allows total focus on family and companies
“I decided, like, five years ago to, like, stop doing like the annual golf trip and stop doing like this person's in town. I haven't seen in 10 years. We need to go out to dinner. I just don't do that anymore. I spend all my time with family or my companies. Th…”
Apr 30, 2026 positive
Apr 30, 2026 bullish
Apr 30, 2026 positive
Apr 30, 2026
Apr 30, 2026 bullish
Adcock believes Figure has the recipe to achieve physical AGI
“I want this to be the first place where we see see AGI in the physical world. And we think we have the recipe and we think we have like the right training processes in place to do this. We and this will be an important, this year and next will be important to …”
Apr 30, 2026 bullish
Apr 30, 2026 neutral
Adcock: No humanoid robot has demonstrated 7-10 failure-free autonomous hours daily
“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…”
Apr 30, 2026 bullish
Adcock: Figure will build thousands of robots this year, has parts in-house
“We'll make thousands of robots Over the, like here, like basically as fast as we can this year. So we're ramping Bocu, like, lines up as fast as we can. We had record production in March, and we're gonna try to three X that by May, and we'll build thousands of…”
Apr 30, 2026 bullish
Apr 30, 2026
May 1, 2026 bullish
May 1, 2026
May 1, 2026 bullish
May 1, 2026 bullish
Adcock: Figure will reach full lights-out manufacturing where robots build robots
“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…”
May 1, 2026 positive
Adcock: Figure placed the first humanoid robots in White House history
“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…”
May 1, 2026 bullish
May 1, 2026 bullish
May 1, 2026 positive
May 1, 2026 bearish
May 1, 2026 neutral
May 1, 2026 neutral
May 1, 2026
May 1, 2026 bullish
May 1, 2026 bullish
Adcock: Figure plans to lease home humanoids for $400-$600 monthly
“The in-home, like, we have, we're not selling right now to the home. We want to sell here like, in the near term, and we want to sell the robot, like, for, like, hundreds of dollars a month, and as, like, somewhere like a car lease maybe, like, four or five, 6…”
May 1, 2026 bullish
May 1, 2026 bullish
May 1, 2026
May 1, 2026
May 1, 2026 neutral
Adcock: Figure Helix AI trained on under one million hours of data
“We've probably had in Helix, like the, like, in, like, kind of base, pre, and mid-training Helix models that we're working on now have maybe, like, maybe, like, a little under a million hours of total data. And then we also do from mid-training and pre-trainin…”
May 1, 2026 bullish
Adcock: Figure robots run entirely on Helix vision-language-action model
“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…”
May 1, 2026 neutral
May 1, 2026 positive
Adcock: Figure's robot hardware is robust; most failures are software and AI
“We're at a point where the hardware's gotten, like, pretty, like, almost, like, very robust. Like, the, we can run them all day, every day, like we still, we see, we still see, like, hardware failures, but It's very few and far between. Most of our problems no…”
May 1, 2026 bullish
May 1, 2026 negative
May 1, 2026
May 1, 2026 positive
May 1, 2026
May 1, 2026 neutral
Adcock: Figure robots dock at 10-15% battery and swap within 30 seconds
“We dock it, like, yeah, around 10 to 15%, they'll go to dock, and then if we need another robot in, we'll sub them in off the dock, and you'll see here later, you know, like, logistics and other use cases that need, like, constant, like, 24 seven attention, th…”
May 1, 2026 positive
May 1, 2026 positive
May 1, 2026 bullish