Figure AI, every mention

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every year anyone John Coogan 9Jordan Higgins 7Jordi Hays 5Ashlee Vance 3

Verbatim, from the transcripts: the passages where Figure AI comes up

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U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN Jul 30, 2026 · 3 mentions

  • ▶ 2:06 John Coogan Uh, by comparison, U.S. companies, including Tesla and figure, shipped only a few hundred robots each, if that. 2 times in the scene
  • ▶ 12:01 John Coogan I do wonder, uh, I do wonder if we'll just see more, you know, figure shows up in those secondary demand tables.

Cerebras IPO, Warsh Confirmed Fed Chair, Musk-OpenAI Trial Nears End | Diet TBPN May 15, 2026 · 1 mention

  • ▶ 22:28 unnamed speaker I feel like that means no humans in the loop, but TOR Taxes has an artist's representation of Helix II, figures in-house neural network running entirely on board, and it of course is a human in a VR headset.

Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN Feb 11, 2026 · 1 mention

  • ▶ 25:02 unnamed speaker Shots fired at, at Figure and One X, but humanoid robotics companies are sprouting up from Shenzhen to Suzhou.

CES’s legacy, reactions to Dwarkesh’s “Capital in the 22nd Century,” and more | Diet TBPN Jan 7, 2026 · 1 mention

  • ▶ 11:48 unnamed speaker They seem to be upset that figure is valued at roughly one Ford motor company, and, uh, they're not happy about it.

OpenAI ENDS Vesting Cliff Dec 16, 2025 · 7 mentions

  • ▶ 21:22 Jordan Higgins He posted earlier today that, that figure is looking quite cheap now in comparison to SpaceX. 7 times in the scene

Nvidia Q3 Earnings, Travis Kalanick's New Startup, Google's Nano Banana Pro Reaction | Diet TBPN Nov 21, 2025 · 1 mention

  • ▶ 19:07 unnamed speaker Like, the Optimus or, or figure would be, like, traumatizing to a one-year-old.

The Race to Create General-Purpose Robots | Karol Hausman & Lachy Groom on TBPN Apr 26, 2025 · 1 mention

  • ▶ 11:51 Jordi Hays It feels like there's, you know, the, the optimist, the one X you've got, you know, figure making noise.

Car Dealership Guy on Electric Vehicles, Automation, and the Future of Car Dealerships. Mar 19, 2025 · 1 mention

  • ▶ 19:27 unnamed speaker I imagine, you know, we, we cover the, the robotics companies, the one X's, the, uh, the figures, the Tesla Optimist, things like that.

Logan Bartlett talks about the history of VC, current sentiment, and are we back to 2021? Mar 17, 2025 · 4 mentions

  • ▶ 12:12 unnamed speaker It's like, there's probably not the, the demand, uh, uh, what, just, just one, uh, I, I don't know if you, you feel even free to speculate on this, but something I've been confused by was, you know, the figure round getting priced around…
  • ▶ 12:30 unnamed speaker The, you know, Brett's last company, SPAC, you could imagine, figure, you know, uh, I, I think a pure play humanoid stock would do well, you know, uh, at least a little bit, a little while in the public markets, but what do you think is… 3 times in the scene

Ashlee Vance on the Future of Media, Current Inspiration, and Upcoming Books. Mar 14, 2025 · 3 mentions

  • ▶ 15:29 Ashlee Vance I've been to figure and excellent and a couple of other companies. 3 times in the scene

Packy McCormick Breaks Down Ramp's New $13B Valuation and Where He's Investing Right Now. Mar 5, 2025 · 3 mentions

  • ▶ 7:14 Jordi Hays Yeah, so, so, yeah, you, there's definitely, there's definitely a bull case to be made of why figures should be worth as much as their customer, um, uh, their first customer, but, uh, 3 times in the scene

HUGE Humanoid Robots Funding for 2025 ($40 BILLION) Feb 25, 2025 · 33 mentions

  • ▶ 0:00 unnamed speaker Let's move on to, ah, a forty billion dollar fundraise that's currently going on, ah, led by Brett Adcock for Figure AI, the humanoid robotics company. 2 times in the scene
  • ▶ 2:03 unnamed speaker So he built figure. 2 times in the scene
  • ▶ 5:55 unnamed speaker Uh, now fund managers are considering using SPVs to fund a huge new round for Figure AI, the three-year-old startup that builds humanoid robots. 10 times in the scene
  • ▶ 12:48 unnamed speaker Um, you know, and, and, you know, the parkway, uh, the GP over at parkway, who's presumably the one that sent the term sheet, uh, has been on the board of figures since, uh, may of 20, 23. 2 times in the scene
  • ▶ 17:24 unnamed speaker If we had conviction that figure was going to, um, you know, there's this whole thing, which is, you know, figure could argue in a TAM slide. 2 times in the scene
  • ▶ 18:49 unnamed speaker Figures investors may ultimately not use SPVs to back the company. 10 times in the scene
  • ▶ 22:20 unnamed speaker Amazon.com founder Jeff Bezos, Nvidia, and other big technology names are investing in startup figure AI that builds human-like robots. 4 times in the scene
  • ▶ 27:57 unnamed speaker And he sends an email from him, Ben saying, Jim, my name is Brett Adcock and I'm the founder CEO of figure and AI robotics company building a general.

How FERRARI Dominates the CAR WORLD Feb 24, 2025 · 2 mentions

How to WIN in 2025? (INSANE Predictions List) Jan 8, 2025 · 1 mention

  • ▶ 59:21 Jordi Hays What about the, the VTOL, you know, there's Archer, the, the, the figure founder's last company will someday do a commercial flight.

The END of Ski Season? (E26) Jan 7, 2025 · 4 mentions

  • ▶ 2:44:56 John Coogan Uh, it's a video of Lil B nighting Neo the robot at the One X office, and it's, uh, that's the most bullish thing I've seen on figure so far. 4 times in the scene

CEO Assassination Deep Dive (ep19) Dec 7, 2024 · 3 mentions

  • ▶ 50:05 unnamed speaker Yeah, or you look at Figure as an example, who's a classic, you know, was raising five hundred million dollars plus at a time, seemingly, and a lot of the big funds just didn't invest, right? 3 times in the scene
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