Figure AI, Inc.

And robotics, w- what I hope I demonstrate well in this video today is I think they've now shown enough progress that we are getting past this chicken and egg problem, that this is now more of a snowball rolling down a hill, and significant capital is going to flow into the industry.

Figure AI, it's valued at $39 billion and, uh, has raised a little less than $2 billion.

So that valuation is going to allow the company to do things like commit a billion dollars to that real-world data collection project I had discussed earlier.

It's gonna allow them to begin construction on BotQ Factory that aims to produce 100,000 humanoid robots across the next four years, and it's going to allow them to invest $3.5 billion in data centers specialized for robotics training.

But we also love comments and would love to hear about the top robotics stocks from the community as well.

And last, I did promise a 10X moonshot today that's not a stock you can buy yet, but needs to be on your radar, and that's a company you might be able to guess from the contents of this presentation already.

It's Figure AI.

The company has pursued its own data strategy, and as I discussed earlier, they're now collecting 43,000 hours of video data every day.

Hasta la vista, robots.

Figure AI, a prominent robotics company out of San Jose, California, recently had to retire its older fleet of F-02 humanoid robots to make way for a newer generation.

Okay.

Disassembling them by hand would take too much time, and handing them off to a third-party recycler was out of the question because the company wanted to protect its highly sensitive intellectual property and custom parts.

It's actually pretty good.

Okay.

Figure AI actually listened.

Pulling it off wasn't easy.

¿Por qué fabricar los principios activos en microgravedad y traerlos de vuelta a la Tierra en cápsulas? Solo Dios sabe, pero sin duda es bastante más guapo que al estilo tradicional.

Figure AI, un negocio de robots humanoides valorado en dos mil novecientos millones de dólares en 2024 y nada menos que en treinta y nueve mil millones de dólares en el 25, quince veces más de lo que estaba valorada un año antes.

¿Cuántos ingresos justifican esta valoración? Actualmente, ingresan unos pocos millones y con la fábrica llena, algo que no ha ocurrido todavía, necesitarían doscientos setenta y un años de ingresos para pagar lo que vale hoy.

Estas son algunas de las compañías que han recibido parte de esos quinientos diez mil millones.

Spatial and 3D geometry reasoning is the foundational requirement for physical robotics.

OpenAI is anchoring a massive push into the physical world alongside AMD and the robotics company Figure AI.

They're building an intelligence design to understand how a physical gear fits onto a physical shaft in three-dimensional space.

And if OpenAI's focus is robotics and Google's is cybersecurity, that implies fundamentally different cost structures, right?

This guy.

You guys remember Figure, the Figure 01 robot?

Oh, yeah.

This is interesting.

... robotics is being able to generalize.

This means doing work in unseen places.

Today, we're releasing Helix 2.5. Let me be clear, this is the most important project we've ever taken on at Figure.

To deploy robots at scale, we need to deliver a robot to your home, and it has to work right out of the box.

First, Chinese President Xi Jinping travels to Washington, D.C. for a historic summit with U.S. President Donald Trump to manage competition and navigate the future of artificial intelligence.

Next, a major technological leap into consumer robotics as Figure AI unveils Figure 3 and Helix 2.5, a humanoid robot smart enough to clean a completely unfamiliar house.

And finally, the United States, Denmark, and Greenland sign a historic Arctic security agreement as melting ice opens up brand new ocean highways at the top of the world.

It's time to lean in.

Seeing both leaders sit down in person shows how critical open communication is for maintaining global stability.

From high-stakes summits, let's pivot straight into high-tech robotics and see how artificial intelligence is moving into our own living rooms.

Topic 2, Figure AI unveils Figure 3 and Helix 2.5. Our second story brings us straight to the bleeding edge of robotics.

Company Figure AI just revealed their latest flagships, the Figure 3 humanoid robot and its underlying AI brain, Helix 2.5.

This is the big deal.

The rest of it is Figure it out.

Is simple engineering.

How does it fold clothes better? How do I do a better hand for it? How do I make it wash a floor? Those are easy things once you conquer this.

Yeah, I'll give you a cool one.

We've sold a few, uh, repeat orders to Tesla and also Figure AI for robotics.

And we did a project with the University of Central Florida where somebody is on the Omni wearing a headset and sees in real time what a humanoid robot is seeing, and then walks on our device, and in real time the robot is moving accordingly.

So you're tele-operating the humanoid robot from our Omni platform with a VR headset.

I don't know how large the revenue potential is, but it's a neat enterprise application.

Jan, if I could give you one unsolicited piece of advice, uh, that, what you just talked about there, may be your single biggest market in the next decade.

Um, if you look at the valuation of Tesla on the humanoid robots, and Elon's talking about hundreds of millions and billions, and you look at Figure AI, which has got a $39, $40 billion valuation, it's on the basis that humanoid robots are going to be filling all kinds of, like, blue collar automotive factory type work.

Um, the reality is that tele-operators will be the, um, mechanical turk behind the scene for quite a long time.