Figure

Figure is a U.S. startup developing humanoid robots powered by AI.

Figure is an American startup developing humanoid robots in the shape of humans. Within a few years of its founding, it introduced a humanoid that actually walks and handles objects, and is speeding up development with the goal of being used in industrial sites such as factories.

The reason this company is attracting attention is because it is at the forefront of the trend of combining generative AI with robot brains. It attracted attention by demonstrating a robot that understands human speech, judges situations, and moves. At one point, it collaborated with OpenAI, but then turned to developing its own AI model. With the investment of influential companies such as NVIDIA and Microsoft, it has become a symbolic company of the humanoid boom.

We are competing with Tesla Optimus, Boston Dynamics, etc. to commercialize humanoids, and the key is how quickly the gap between technology demonstration and actual commercial deployment can be narrowed.

✅ Strengths

• It is a leader in the trend of combining generative AI brains with humanoids
• It has raised a large amount of funds by securing influential investors such as NVIDIA
• It has a clear commercialization goal of being deployed in industrial sites.

⚠️ Limits

• There are doubts about the gap between demonstration videos and actual field performance
• It has to face competitors with much bigger capital such as Tesla
• The humanoid market itself is not yet proven, so there is a long way to go before monetization