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

[@fractalelf7760]

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

[@grantguy8933]

saw his legs today.

[@Someone_Cool.x3]

Saaameee haha😂

[@BrighterwithHerbert]

made me laugh out loud!

[@pitech4446]

just another gimmick company that copys Tesla with Chinese funds. This company reminds me of Lucid...

[@Seriouslydave]

​@@pitech4446 copys tesla? Lol

[@Johnrowland1982]

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

[@syrupgoblin4920]

😅

[@FlintStone-c3s]

Yep, Elon actually makes factories that can make stuff smarter, faster and cheaper than anyone else.

[@patrickspader4062]

Good point but they are appear to be right on track, the right ppl, with the right backing Microsoft and NVIDIA no less. Plenty of money to throw at production hell

[@ps3301]

Look at ev. Who is winning ? Lucid? Faraday future? Rivian? Ford? Gm? Toyota? Nio? The most important part is the machines that make the robots

[@alvaroluffy1]

"I ate my own foot" - A random wise man from the streets

[@GET2222]

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.

[@steveblomefield9513]

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

[@bluetuna1242]

Look at rivian and lucid. Production is hard

[@Withnail1969]

Production at scale? They can't really do anything, who would want them? You don't need a humanoid to put some pieces of metal in a rack.

[@shawncooper8131]

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.

[@ohkee]

Same

[@shawncooper8131]

@ohkee I seeing comming on commercial Trucks as well. BYD Tesla and maybe Volvo will take the whatever is left.

[@matthewdunstone4431]

Agreed. But not Microsoft.

[@Seriouslydave]

tesla arent showing their robots or production line. What they have shown still requires a human with a vr

[@FlintStone-c3s]

@@Seriouslydave Elon has said not till at least version three will they be mass produced

[@bleach9tail]

This is next level Herbert!

[@michaelholmes8848]

Next level? 🙄

[@patrickspader4062]

The best Herbert video for sure.

[@Mike-c6f4k]

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

[@Seriouslydave]

More like elon is all in on you

[@ps3301]

Elon has built the best rocket. He is good at innovating and execution because he has a mission to build a colony in mars.

[@GET2222]

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.

[@liamcampione6044]

sounds like someone put their life savings into tesla stock...

[@GET2222]

@@liamcampione6044 No. This might be the LUCID of the autonomous robot industry. You can’t see it? BMW will make its own robots. Tesla opens up their patents to everyone. Brett doesn’t understand that it’s not the robot. It’s the machine that builds the machine. Remember. Tesla has all of the space and full scale manufacturing to scale tomorrow. Figure doesn’t. This is huge even if they are equal. Figure doesn’t make anything at scale like RIVIAN or LUCID. Thants a problem.

[@thegreatestpursuit]

@@liamcampione6044sounds like someone is trying to short Tesla 😂

[@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!

[@MelonHusk7]

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.

[@acs2777]

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

[@richinvancouver3100]

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!

[@TheChr3880]

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

[@1flash3571]

The Figure Ai is not much better than the company that builds Atlas, and their new Robot. Tesla have the Compute power, and the similar smarts with better strategy plus the CASH to go with it.

[@Seriouslydave]

why, tesla arent this open, they proved nothing yet.

[@garethrobinson2275]

​@Seriouslydave They were being more open on Optimus, but the copying was frantic.

[@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

[@patrickspader4062]

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.

[@Someone_Cool.x3]

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

[@waymanharris1284]

This interview is fascinating!

[@kidbuu18962]

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!

[@paulstein11]

I think Figure brings an alternative to the market but not sure if is able to compete face to face with Tesla IMO

[@jalexand007]

They can both be out there helping. It will make the progress better with competition.

[@BongoWongoOG]

Not even a sideshow exhibit. Sorry, and don't know why, but I get Trevor Milton vibes from the guy :(

[@liarzdice]

He's overly sensitive and can't handle criticism. If it's misguided then why does he care so much and block people online? I never claimed he's a fraud though. Maybe social media isn't for him.

[@GET2222]

Too soon to tell, but he’s going to struggle scaling for large scale production in-house.

[@Someone_Cool.x3]

​@GET2222 that's what every startup is going to struggle with.

[@Someone_Cool.x3]

Herbert and Scott got a tour and saw things they're not allowed to comment on...interesting to see the conversations proceeding this. However, Scott seems very happy/ impressed.

[@GET2222]

@@Someone_Cool.x3 Scott loves robots. I was not impressed on how he answered Herbert’s questions at all. His answer to scaling manufacturing illustrates how he has no idea. Removing complexity at all costs is not part of his DNA and that is how you scale. Removing mass is how you scale. Having your own AI and vision learning in factories you control is how you achieve speed to market. Dude… it’s okay to be second. But to say you are the best in the world and you don’t even know what your competition plans to deliver is Trevor Milton BS.

[@TheJazzper1970]

Excellent video. Exciting time ahead. When watching I assume Tesla are on a roughly similar path, maybe one bot company a few months ahead or behind the other.

[@HumHindustani007]

Once you acknowledge the upcoming challenges, you are in a good shape!!! Unlike other car manufacturer CEOs who don’t even have a clue

[@MarsOzzie]

10/10 robots will be alive

[@ttnownow1292]

What are your plans for production and compute capacity? hmmm.. no answers there yet other than we are aspirational.. These robots don't seem ready for prime time any time soon but it's sure fun to watch!

[@oggyoggy1299]

Do any bots seem ready for prime time any time soon?

[@justdadstuff5171]

Design For Manufacturability is not enough, for companies like this the motto should be Design For Manufacturability By Itself. At that point scaling would be as simple as constructing new work stations.

[@TheSpartan3669]

Funny how this kind scrutiny is never directed towards Tesla.

[@mjh1706]

Glad that they discussed AI . IMO that is going to be a big part of the automation solution. Enjoyed this interview! Thanks.

[@ttnownow1292]

Most of these companies seem to be focusing on making a human like physical robot, but that doesn't matter unless you have massive compute, training data and production capacity. It seems Tesla is the only company with a realistic shot at this time..

[@1flash3571]

Yep. Figure Ai is like Riven. Not much Compute capability, not much Cash due to them not generating any Cash, AND not much production capability.

[@smbcap]

Most of the comments from tesla cult members. this guy has assembled an amazing team and already landed a contract with a major manufacturer.

[@pitech4446]

same old, just like what lucid did...copy copy and trying to fake it...

[@Seriouslydave]

​@@pitech4446you sound like a tesla investor shakin in his boots, sad if you are just a fanboi

[@pitech4446]

@@Seriouslydave why would I be shaking?? I don't get your woke theory ?

[@michaelholmes8848]

Lucid for robots.

[@pitech4446]

@@michaelholmes8848 perfect description

[@hsiaohu2959]

Good, hard questions Herbert !

[@warmac57]

Finally some great content that is a step up from the Tesla fan boy BS

[@mikebailey2970]

Awesome interview. The one question I would have asked is when does Brett think Figure bots will be able to assemble another figure bot. In my mind that is a major milestone regardless whether it is Tesla, Figure or any of the other bot companies.

[@wisdomandy9361]

See i don't doubt companies like this will have an issue making useful humanoid robots in the 10's of thousands. But the ability to scale them to meaningful levels is so far probably only Elon who could manage such a feat for 10's of millions a year +

[@simplicity_007]

You are assuming that they genuinely plan to do this all on their own without being acquired by someone who really knows manufacturing. That's my bet any way.

[@lesmoe524]

china

[@ineumeyer]

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

[@eugeniustheodidactus8890]

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

[@jondk]

Amazing interview, thank you all!

[@maltesigmund1843]

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

[@justindalzell]

Good to see him confident and setting ambitious timelines. There is no way Elon is going to let what Brett is saying there aiming to do in less time so it’s good to get some timeframes on when we might see Tesla delivering something similar if not better and sooner and in higher volume.

[@JMeyer-qj1pv]

Will be interesting to see who is right about robot tendons. I tend to agree with Brett that in an industrial environment, tendons may be more trouble than they are worth. They can stretch, jam, generate friction, fall off a pulley, etc., and they prevent you from easily swapping on a new hand when one breaks. I'll be curious to see Tesla's tendon driven hand to see why they went in that direction. Only big advantage is it makes the hand less bulky, but not sure that's very important. Figure's direct drive hand looks pretty compact.

[@remyparent3493]

Excitement is not a business strategy. To say you will be mass manufacturing next year but you don't know who is doing what where is gonna be fun. Vendors don't move as fast. I really want them to succeed and they can but thanks to this interview I am now 💯 confident in Tesla to be the winner here.

[@bensouthall6705]

Amazing interview!

[@hsiaowanglin9782]

I learned all kinds of technology or Ai stuff, including all both parties’s knowledge.

[@curtisyoung7107]

Clearly this has been a ground up iterative development system to take advantage of lessons learned and discovering better ways to execute given each stage of the development and design process with their current resources opening up new methods and opportunities 😊 Thanks for the exciting viewpoint of the next stage toward industrial productivity.

[@chrismullarkey3181]

I cant wait until my robot brings home a paycheck.

[@GoroDan]

This are the robots we're looking for.

[@Jay-eb7ik]

well done on this one!

[@claudioagmfilho]

🇧🇷🇧🇷🇧🇷🇧🇷👏🏻 This is amazing! Figure 3 is set to be one of the best robots, especially with its integration of OpenAI's advanced brain technology.

[@PasPas-k7b]

Like to see US companies leading the innovation!

[@labradore99]

It's awesome that they're working on this stuff and it's going so well! They have the money, they have the people, they have the tech. The only thing they don't appear to have is the production scale. I think we've all heard these words: Production is hard. Maybe they'll figure it out better than ... ALL of Tesla's competitors. Fingers crossed.

[@GET2222]

“We need to learn how to scale, we need to learn how to remove cost, we need to learn how to remove complexity”… Think of FIGURE like RIVIAN. They have a long painful road ahead and there is no path to profitability. If Tesla sells a 10k bot…. Figure may only be a niche player. Dude keeps comparing cars to robots… Tesla is the most vertically integrated large scale manufacturer in the world with the best experience in building category killers. He needs to stop focusing on Tesla and Musk and just bring his product to market and let the world decide if his price point meets the value of the labor. Hopefully their software is good. Hardware is just atoms but is important. Obviously.

[@fractalelf7760]

Organization of the atoms while doing it cost effectively is the hard part. Prototypes are easy…

[@zSion]

You do know there isn't going to be one humanoid robot company right, there's room for more than one xd

[@fractalelf7760]

@@zSion We know that. Plenty of room for more phones but we effectively have two platforms. Bots will boil down to multiple vendors, but the point is the TAM is so huge even if Tesla has only 20% it’s bigger than autos ever would be in time. Efficiency in production is going to make all the difference e in who is most profitable and from a stock perspective THAT is what matters most and Tesla currently is literally the worlds most advanced industrial process company. Look at how many initial car companies there were in say 1930 then now…. Making a prototype or small set by hand is easy; scaling profitably is much, much harder as the machine that makes the machine is the hard part.

[@GET2222]

@@fractalelf7760 exactly. zSion guy doesn’t get the machine that builds the machine is the robot. That is a concept to a door that Brett has never opened.

[@pitech4446]

this company is like lucid, has funding from china and trying to copy everything tesla does.

[@Withnail1969]

So it is not true that these robots are already working in BMW's factory as we were told a few months ago.

[@springhillfitness6837]

Amazing what they've done in 2 years. People say prototypes are easy, but that's not remotely true when it comes to a fully functioning general purpose robot.

[@Brian-cp2dq]

Very insightful interview. A lot of great answers but they're going to need a telescope to see where Tesla is.

[@timpierson8371]

Herbert, I simply don't know how you do this many videos in a day. I always watch them because I know I am getting top quality content. I wish some of you would comment on all of the videos I see from who knows is making them. One I saw last week where Tesla bought Ford and went into a lot of detail about how they are going to do it etc. Had that been really true then I know you guys would have been commenting on it. Then there was the Pi phone that was never really real. I would appreciate it if you guys could offer suggestions as to how to tell what videos were real and which were not. That way I would not waste my time watching stuff that is not true at all. Thanks again for all you do. It is greatly appreciated.

[@peterlindblom6088]

Very impressive! Great to see the roborace is thriving in the US, I’m guessing we’ll get a reply on 10/10….. really seems that figure is an impressive venture

[@GET2222]

The pizza analogy was brutal. 😂

[@peterprocopio2192]

Great interview, the future is bright

[@hsiaowanglin9782]

I have license for Therapist, and actually experienced many years between Dr. and nurse, but not Dr’s license, which can not pretend be Dr, or do surgery.

[@ericchild3363]

Great interview, but frustrating that Scott had to avoid some questions. Does this mean he will now find it harder to publicly speculate about Figure as he will not want to inadvertently reveal confidential information?

[@boredmango2962]

I am hearing a lot of “ we want to” “ we’re gonna” “ it’s really hard” etc…… something tells me they’re gonna have a tough time figuring out compute and training i’m not saying it’s easy but his responses don’t give me much hope, Tesla will remain the biggest player probably but we’ll see I genuinely think the company 1X probably has a better chance at least with being in the home first but again, I guess we’ll see how this comment ages in a couple years…………

[@parisfrancepp]

Starting with homes is a terrible idea: we are very far from having autonomous general purpose robots, so the best place for them for the moment is in a very predictable place like a factory with less general purpose actions to perform. Also B2B clients like manufacturers are more willing to pay than B2C customers for this kind of stuff

[@parisfrancepp]

Hardware-wise, Figure is far ahead of 1X. Intelligence-wise it is hard to say because there are not enough videos

[@izzid049]

Tesla's experiences ...

[@billyrio3767]

I have never doubted that Figure and others could produce very similar mechanical bots as Tesla shall. I have always believed the Tesla 'autonomy' and other software shall be far superior.

[@hlll3620]

its not Brett who own the company this its the investers who help him Jeff Bezos, Nvidia, Microsoft and OpenAI he is lucky, raised $675 million from them.

[@johannesdolch]

You need tens of billions of dollars for the Ai compute cluster alone.

[@howtoactuallyinvest]

Great work Herbert!

[@danielkahbe964]

This interview, is pretty good.

[@daza8969]

the interview in a nutshell... 1. we need to get Figure doing the job that humans currently do 2.We need to learn how to scale, but we haven't started that learning yet 3. Scaling manufacturing is hard, we need to learn how to do that, the sooner we start learning that the better 4. Figure2 is so much better than Figure1 5. we need to learn how to remove cost, this can only be achieved with large scale manufacturing, see point 3 above 6. we need to learn how to remove complexity, which is a complex issue 7. We need to work out this inference chip issue as our current solution requires internet connection to NN/LLM Servers 8. We've got Microsoft and OpenAI working on our NN/LLM/Training stuff, we're focused on the hardware 9. We currently have one human operator per Figure robot at BMW, there's a lot of work to be done to get this commercially viable 10. We're moving into flash office space, I wanted to lease this space in my last startup but couldn't afford it, now we can, tick 11. We dont know how to engineer hands like Tesla, if we used tendons our hands wouldn't be reliable 12. Figure wont be as capable as Optimus as we cannot engineer hands to their level of capability 13. Our robots need to walk faster, as fast as a human, but thats really hard, we'll eventually get there or close to there 14. We need data, we dont have enough data 15. I think we have the best team in robotics and I think we can manufacture a commercial product, we want to make a lot of them, we want to win, we want to be the best. I can sum it up it one sentence...."I'm in over my head, Help!!!"

[@matthewdunstone4431]

Thanks for the summary. Not sure about your conclusion. The resources, companies and talent being brought to bare here is not trivial. In my mind, Figure is the only serious Tesla Bot competitor for now.

[@PG-dm3jo]

how incredibly cynical...

[@danielrodio9]

People who don’t believe this are in denial. Not only will they make it, but every robotics company working on humanoids at the moment has a pretty good chance of making it.

[@RIDICULOUSLOGIN]

So one guy goes: Great tour. I'm speechless mostly because I'm not allowed to talk about what just I saw. Guy 2 goes. "You're an open book". .and nobody is self aware.

[@billjohnson3022]

What do they mean by "win this"? Being first like Rivian and Ford's pickups ahead of the industry leading (now) Cyber? First doesn’t mean win in these kinds of races. Do they mean in AI training? It’s pretty hard to imagine someone lapping Tesla with less than a Cortex on their side. First to reach scale? It’s pretty hard to imagine someone coming up with the needed resources to beat Tesla’s behemoth. But I suppose you do need to talk shade and morale boost your team before entering the arena. Only the actual results will tell, but it is all pretty obvious to me that when Tesla sets their sights on something, get out of their way. They’ll let you play in the same pond but stay in your end ha!

[@joeburke2323]

They were allowed the tour and interview so they would be bound to not talk about where Figure really is relative to other competitors. Tesla investors need to be able to continue to get updates on where Tesla is thought to be in their process relative to their competitors. Herbert’s channel may now have to be more careful with what they can share to this end.

[@shBW8719]

Congratulations, Herbert! This is the kind of content most people (if not all) will appreciate and pay for if required. I started investing around 5 years ago, and have watched over 200 KZbin channels. And believe me: All of them are pure BS, except yours! Since nothing is perfect, my only suggestion is: Please, don't do many of those videos (at least not so often) with Jeff Lutz, Larry Goldbert, and Nelson Hans, because they just “guess” or to say it more euphemistically, they provide “informed speculation” which in the end doesn’t help much, since I can also guess myself. This is a very honest humble suggestion! You can make these useful videos with Figure AI CEO, James Dama or other similar available only to paid users. Just my 2 cents!

[@vicdelta31415]

As informative as this is, I feel Brett trying so hard to hold back proprietary information because both Herbert and Scott asked great questions. Also it was funny to see Herbert catch himself from using the word 'Bad' when he was talking about Tesla...😅😅😅

[@SurfectedGermany]

Great interview !!! 👏🏽👏🏽👏🏽🙏🏼

[@dr.percivalsmyth5487]

Do we think Brett has what it takes to get through “Production hell”?

[@dealerovski82]

Cool a product that doesnt need to be shipped. It can book a seat and fly to the customer on its own. If I were BMW ceo I would demand that of the robots before I pay a dime for them

[@leesweehuat]

Waymo can implement self driving first and fast, but will it win? So will Figure win in a similar situation? Tesla 's approach is more strategic and have more benefits in the longer term. Elon has been often been right in many of his strategic and longer term moves, and that is why Tesla has been so unusually successful. Optimus 's basic skill development approach may be more beneficial in the longer term, compared with focusing on fast implementation to meet current needs.

[@dirkpostma77]

Looking forward to watch this! 🚀

[@ryansalazar1180]

Is there a universal charging port for all the robots?

[@robinholland7791]

What is the ’software’ story????

[@keithpeterson9560]

Convergence, convergence, convergence…gotta love Tony Seba…

[@DJjussi1]

The irony is, if he builds the best humanoid. He’ll build the best manufacturing facility. Because the humanoid will manufacture itself.

[@dipamvasani8727]

Great interview! do you use any platform to invest in private companies?

[@mikkopulli7838]

Why is scale manufacturing hard if you have the first thousand humanoid robots doing the work 😊

[@MarsOzzie]

Tesla has a production line for robots already. You just can't see it

[@igort5418]

Why they walk like they have some kind of disabillity ?

[@kingwillie206]

Tesla will buy him out.

[@mconnah1]

He really fudged the AI issue. In the end this will determine the success of the product…

[@1flash3571]

Yep. It is because his company DO not have enough Cash to use compute power. It cost money to do that, so he is focusing on the physical part of the Robot more.

[@stevenhunt6209]

Brett looks exhausted already

[@chriswong9690]

If it is not end to end machine learning, it is hard to compete with Tesla

[@williamwoo866]

Can't wait till Optimus and Figure work together to solve labor. No such thing as short coming only room for improvements. More competition will create the best bot for people. No winner and loser just more improvements till one day a Human will mistaken that they are next to a Bot

[@hsiaowanglin9782]

My huge big friend are British Royal family, over 3 years, they are in Ai too.

[@plantstho6599]

~PLANS~

[@dwylhq874]

Please ask Brett about the revenue/profits of his previous Startup Archer. spoiler: Zero Revenue & $317M loss. Excuse us for being sceptical that they will “win” when they didn’t _deliver_ on their previous promises and then abandoned ship when it was clearly not happening. Note: not saying figure isn’t impressive and he isn’t a superb salesman/recruiter. Just let’s not confuse hype with execution.

[@simplicity_007]

If this is as good as they say it is, BMW or some other manufacturer will acquire it. Let's be serious.

[@djangosoftwaredeveloper]

Why do they need legs and why do they need to point forward all the time?

[@iamdanielopoku]

Good question.

[@MiaSoreryOF]

Tesla will win the race because Tesla is going to print virtually UNLIMITED money with FSD. Elon is the best allocator of capital in our current civilization & he makes the cold and calculated moves a corporation must make in order to stay lean and hyper focused on goals. Tesla also is the most advanced manufacturing on the planet

[@zentravel1515]

Informative video. Great content thanks. Surprising amount of vitriol in the comments section, meanwhile the likes of BMW has cosigned following their own due diligence. Comments section being the unavoidable effect of hyper sensitive and defensive Tesla Fandom. Not a good look.

[@stefano1844]

💯💯💯Trevor Milton vibes 💯💯💯

[@ramses4321]

🤣🤣🤣Yeah yeah fanboy, keep dreaming.

[@jiro3726]

I don't think Figure has the mass production all figured out yet. Sounds very high level and many try and error when come to factory mass production. He will be able to raise lot of $$$ and sell Figure with a high premium before reaching the mass production phase.

[@youtuberpov]

13:20 Why do I feel like they are pitching "to get bought" retain share but get good amount of funding for manufacturing figure robot.

[@hsiaowanglin9782]

My language is Chinese, and I can’t update from Taiwan’s world news everyday.