The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 20 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Adcock: Figure AI and the US lead all Chinese humanoid competitors
“The U.S., and particularly Figure, is ahead of every single Chinese company I've seen globally, of what I know publicly, in terms of capabilities. Like, watch the robot do advanced things with neural nets autonomously over long horizons. And the answer is, lik…”
Adcock: Most humanoid competitors deceptively rely on human teleoperation in demos
“And what you're seeing now in the world is like, I would say most major competitor to us at this point are putting out most of their content and updates teleopt from a human. And I think it's like perhaps some of the most deceiving things I've ever seen.”
Adcock: Deep Learning Transfers From Logistics Tasks to Folding Laundry
“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…”
Adcock: OpenAI partnership hurt hiring by creating perception of outsourced AI
“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.”
Adcock: Figure AI ended OpenAI partnership after a year to build in-house
“OpenAI led my series B. We generally were working on some kind of advanced models with them. Or maybe a year or two, a year or so, about a year. And I figure ultimately chose to kind of, ah, leave them and go in our own direction.”
Adcock: Humanoid robotics will create the world's largest company by far
“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.”
Adcock: Humanoids Must Run Real-Time Motor Neural Nets On-Board
“We need to run
A decent amount of the neural nets at, ah, kind of like, basically a couple hundred hertz, like a couple hundred times a second.
There's no way you're gonna be able to do that fully off board.
The robot, ah, would just be too slow.”
Adcock: Humanoids will combine off-board cloud brains with fast on-board models
“I think you will certainly have off board reasoning. I think you will have, I think you'll have both. I think you'll have off-board, like, a big brain off-board that you need to talk to that can do very complex maybe planning and reasoning. You'll have on-boar…”
Adcock: Humanoid robotics fleet scaling instantly propagates skills from one robot to millions
“Once, like, one robot knows how to do, like, logistics, That's the same neural networks we can put to every single robot in the fleet, and they can all do it. And so you have this weird scaling law here for humanoids where once, like, one robot knows how to do…”
Adcock: Figure AI robots can work full human shifts today
“I wouldn't say it's a blocker today. Like, we can, we, like, we can do work In a lot of cases, almost the whole day, depending on what the task looks like and if it's not that, if it's, you know, a task that has a lot of locomotion and movements, we can do kin…”
Adcock: I Won't Let Figure Robots Roam Unsupervised Around My Kids
“I've had a robot in my house now for like a few months. And You know, my kids have been there, but we, like, we monitor the robot. So we're not, like, we're not, like, we're, like, we have somebody with the robot. Like, we're not letting the kids go up and hug…”
Adcock: Figure AI has shipped three robot generations in 3.5 years
“We're about three and a half years old now. We've shipped now three generations of humanoid robots. And we've been able to demonstrate that humanoids can do, like, useful human-like work now, fully autonomously, and in most cases, like, with neural nets all th…”
Adcock: Figure humanoids have run commercially at BMW for five months
“We have a commercial customer here in the U S we've now been running with for over five months now every day.
we put this out publicly.
It's with BMW.
That's a fully onboard onboard system that's doing all the reasoning onboard of what the robot should do.”
Adcock: Figure robots do not have facial expressions or human-like features
“Our view right now is that we are trying to go out and do useful work. We're not trying to fool another human that we're a human from, like, a entertainment perspective or maybe companion perspective. So we've not designed the robot with, like, facial expressi…”
Adcock: Figure 3 robot features three OLED screens and new audio system
“We have, like, in figure three, we have three screens. We have a front screen, like, an OLED. We have, like, two side screens. We can, like, I'll talk about that. We have a speaker and mic, a new speaker and mic system that's, like, really, actually really goo…”
Adcock: Figure AI has over $1 billion in cash
“Like, for us, like, we have, like, we have, like, over a billion dollars of cash.”
Adcock: Figure AI Aims to Replicate All Physical Human Capabilities
“And the goal here, it figures to be able to do everything a human can in the physical world.”
Adcock: Figure AI evaluates 5 to 20 new models daily on hardware
“I sit here and watch us do generally anywhere between, like, five and 20 evaluations of new models every single day. And, like, we've been doing that now for a year and a half, two years.”
Adcock: Humanoid robots are far less energy-efficient than biological humans
“Today we're like far, like less efficient than a human. Humans are like the, are, we are like extremely efficient. Like, our, you know, biological neural nets are really efficient. The way, the, how much energy, or how much power we use to exert, like, walking…”
Adcock: Figure AI designs its entire hardware and software stack in-house
“At Figure here, we design basically the entire hardware and software stack on the robot, almost entirely ourselves at this point. So that goes down to, like, the motors and battery systems, all the electronics, wiring, kinematics, and structures. And sensors.”