EXCLUSIVE: Meet Tesla Bot’s Biggest Competitor | Brett Adcock Figure

Exclusive interview and factory tour with Brett Adcock CEO Figure AI, one of the most exciting humanoid robot companies out there! Can Figure scale like Tesla?

00:00:00 Intro
00:03:30 FigureAI's Partnership Details with BMW
00:09:02 Approach to High-Rate Manufacturing
00:22:00 Comparing FigureAI with Tesla
00:26:29 Approach to AI Development
00:31:17 Challenges in Humanoid Robot Deployment
00:39:17 Onboard vs Offboard AI Processing
00:59:16 Figure's Competitive Edge

Follow Brett on X: @adcock_Brett

Since their founding just 2 years ago. Figure is moving at lightning speed now on to Figure 02 of their bot and soon they’ll be announcing Figure 3 which we got to see in private.

In the interview we specifically focused on asking Brett the sensitive questions that many have been asking. What are their plans for manufacturing at scale, why does he believe they are one of the top leaders in the field.

Robotics expert Dr. Scott Walter is an Aerospace Engineer with a Ph.D. in Mechanical Engineering and has co-founded two robotics companies

Follow Scott on X: @GoingBallistic5

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Let's get brighter!
X: @herbertong

Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

Edited by: Roshan Khatiwada

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[fractalelf]

I often wondered if Herb had a lower body 😅. Seriously, great coverage!

[Johnrowland]

“prototypes are easy. Manufacturing is hard.”
-Elon Musk

[GET]

Brett doesn’t get that the machine that builds the machine analogy. That is a concept to a door that Brett has yet to opened. He doesn’t even know who his suppliers will be, where his factory will be, what his price will be and what his bot will do.

He has a software / hardware problem with no idea how to scale it. They are a small machine shop using other people’s LLMs and he doesn’t even understand Tesla cars doesn’t need internet connection to use FSD. Brutal. 😮 inference compute Brett. You need to FIGURE THAT OUT! Figures he would call himself the best in the world… LUCID says the same stuff.

[Mike-cfk]

Elon is the king of manufacturing. All in on Tesla 🕺🏻🕺🏻

[steveblomefield]

It looks like this figure prototype is fantastic. Well done Brett. You are doing well. Now comes production at scale. Prototypes are Production at scale HARD. you have 1000 different pieces to individually produce at scale. I believe you will do 2028

[GET]

Ohhh my… the end of the interview was brutal. That was a Trevor meltdown Milton moment… declaring your the best without delivering a product. He’s a giggly little girl about his next factory. That was the moment where I understood exactly how much this guy doesn’t know about moving and scaling atoms.

Good luck Brett.

[shawncooper]

Good product, I just feel that Tesla will over take on AI and mass production, and cost so fast it will drown a lot of startups.

[Someone_Cool.x]

Greeaattt video! So glad he was willing to have you guys there. Our future is bright❤

[eugeniustheodidactus]

18:38 .... this guy is world class at deflecting questions. Lol

[acs]

Great conversation. Now we, robot got even more interesting on how far Tesla bots has been developing. Very interesting.
22 points freedom we might well see the first Mozart bot 🤖 on 10/10

[kidbuu]

This was an amazing interview - I can only imagine what you two saw in the back. Sounds like maybe we'll see a very nimble Figure 3 bot demo soon!

[TheReNeuralProject]

About a year ago, Brett outlined the path from factory deployment to home use on Peter Diamandis's podcast, particularly in the eldercare use-case, He also confirmed in a twitter conversation with me that their robots will eventually be available for rent on a monthly basis for private consumers. In another tweet he said that manufacturing humanoids at scale will be like manufacturing consumer electronics than cars, which means the price might eventually be closer to0 that. So exciting to see the technology and economics coming together so rapidly. Great job, Harbert and Dr. Walter!

[maltesigmund]

Do sb know where his shirt is from? Absolutely love it!

[MelonHusk]

Key takeaway,
Difference between a product company and a tech company. Thanks brett. So many things I've taken away from this and most of your interviews.
I wish to play with figure 5 one day.

[richinvancouver]

The Total Available Market for humanoid robots is practically infinite at the beginning. Far outpacing production. There will be room for many companies to exist and thrive. Looks like Figure might be one of them. I’m rooting for North American companies over China. Go Figure!

[TheChr]

I actually thought they were a bigger threat - now I am more optimistic on Tesla :D

[mnmlyt]

this guy memorized all the right "words" to give the impression they're making more progress than they actually are. can't wait for it to SPAC so i can short it

[patrickspader]

Going to be interesting to see what progress Tesla has made with Optimus. One thing for sure - with Tesla being vertically integrated - I don’t see any other competitors being able to match Tesla on pricing.

[GoroDan]

This are the robots we're looking for.

[ineumeyer]

Great job getting this interview, Herbert! 👏🏼👌🏽👍🏼