Figure AI

Anthony Pompliano 🌪

@APompliano

Not enough people are talking about physical AI and robotics. I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: https://t.co/aBFxTzP2Kg Apple: https://t.co/9KnbfWL6Wv Spotify: https://t.co/ZVRprV7bdT TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Ole Lehmann

@itsolelehmann

Am I missing something?? I just found out Unitree is about to IPO in China at just a $7B valuation. This seems dirt cheap. For context, they are literally the only profitable humanoid robotics company on earth right now. And this will be the largest humanoid robotics IPO ever attempted. Look at their actual business: > 5,500 humanoid robots shipped last year > $235M in revenue (+335% YoY) > $90M in profit (+674% YoY) This is the first time anyone in humanoid robotics has been profitable at this scale. Now compare that with the rest of the humanoid field... UBTech ran the world's first humanoid IPO back in 2023 on the Hong Kong exchange. It trades at $7.1B (just above the market cap Unitree is filing at). Difference is UBTech shipped 1,079 humanoids and lost $100M last year. Unitree shipped 5,500 and made $90M. Boston Dynamics has been around 30+ years without turning a profit. Tesla Optimus is prototype-only. 1X and Agility Robotics are both still pre-profit. Figure AI, the most-funded American humanoid company, raised at a $39B valuation last year. And they're still pre-revenue. And Unitree filed at $7B with $90M+ in actual profit. The profitable Chinese leader is being priced at less than one-fifth of an unprofitable American competitor. And on top of all that...Western humanoids are still trying to break $30K per unit. Unitree's cheapest humanoid retails for $4,290. So yeah $7B seems dirt cheap. But I guess we'll find out soon.

sourcery

@sourceryy

.@adcock_brett says in the "near term" @Figure_robot will sell humanoid robots for the home for ~$600/month: "You can plug it in a wall outlet, it'll go to its dock and charge." "I want it to do the laundry every day, dishes every day, and tidy the house multiple times a day." https://t.co/1ldlJwow54

Rohan Paul

@rohanpaul_ai

Brett Adcock, CEO of Figure AI: "we're working until midnight every night... we are here every weekend. By end of 2026, we'll be able to put a robot into home and be able to do fairly long horizon work." https://t.co/YB8okIlo23

Ilir Aliu

@IlirAliu_

“Most VCs told me not to invest in Figure. I did my own research for two weeks straight and ended up putting in around $19 million.” My conversation with Andrew Kang (@Rewkang), CEO of RoboStrategy Advisors (Nasdaq: BOT); the first publicly listed venture vehicle built exclusively for private robotics and physical AI companies. Andrew went from successful crypto investor (Mechanism Capital) to making one of the largest early bets on Figure AI... putting ~$19M into their Series B when most traditional VCs told him not to. He then built RoboStrategy on the MicroStrategy playbook: issue shares at a premium to NAV to acquire more private robotics equity. We went deep on his personal journey, the contrarian decision-making process, and why he believes robotics will be the biggest platform shift since the internet. 0:00 Intro & why this conversation is more personal than technical 2:08 Growing up: Biology curiosity, video games, and non-tiger parents 4:21 Video games as entrepreneurial training (markets, value, game theory) 7:05 Science background → first principles thinking in investing 11:14 From consulting to going full-time into crypto in 2017/2018 19:23 The pivot moment: Watching Figure AI videos and going all-in 23:33 Making the $19M bet when every VC said no 30:13 How he sized up conviction in two weeks of intense research 35:29 The emotional side of high-stakes decisions (risk/reward math) 37:14 Why he assigned 30-50% probability of success to Figure 41:56 Building RoboStrategy as the "MicroStrategy for Robotics" 46:22 How they pick portfolio companies (market size + long-term compounding) 48:23 Long-term vision: Permanent capital + founder support at scale 55:09 Closing advice: Be genuinely curious and learn how to learn Full episode on YouTube / Spotify / wherever you listen: 🎬 https://t.co/Or7ekdRZfm 🎧 https://t.co/i18QoNA9GF ——- Weekly robotics and AI insights. Subscribe free: https://t.co/9Nm01QUKlB

Serenity

@aleabitoreddit

Came across an interesting report from SVRC Research called "State of Robotics 2026", published in April. Which listed: 1. Figure AI 2. Agility Robotics $CCXI 3. Apptronik 4. $TSLA 5. Boston Dynamics 6. Physical Intelligence 7. 1X Technologies 8. $AMZN Robotics 9. Covariant 10. Skild AI As the National Champions of the United States robotics program. "The United States leads the world in where robotics is heading: Fundation models, OpenAI-style scaling laws applied to action, autonomous vehicles. While losing the race on where robotics is shipping today." Then it frames: 1. Rare Earths Exposure: from Neodymium for motors to samarium-cobalt for high-temp applications as a critical vulnerability. 2. Actuator dependency. Series elastic actuators, quasi-direct-drive motors, and precision reducers overwhelmingly sourced from Japan, Germany, and China As one of the main vulnerabilities alongside Manufacturing velocity/data collection cost/regulations. Then their take was: "With at least six well-funded US humanoid companies competing for a market still in early formation, we expect at least two significant consolidation events (acquisition or merger) in 2027". With Logistics / E-commerce (like $AMZN / $FDX) and Automotive from $GM to $FORD as being the immediate top use cases for deployment. I think it's just interesting to see a lot of my points I've been talking about reiterated by research firms. Regardless, I do think it's going to be a major frontier race between the US and China. Agility Robotics (which I own), Tesla, Figure, and Apptronik as leaders representing the USA. Competing against Unitree, AGIbot, Ubtech, and others in China.

Brett Adcock

Founder & CEO

Serial entrepreneur who previously co-founded Vettery and Archer Aviation before founding Figure in 2022.

Peter Lin

Manager, Global Suppy Chain

Previously at Apple · Santa Clara, California, United States

Joined May 2026

Keith R.

Helix Data

Previously at RehabIQ · San Francisco Bay Area

Joined Jun 2026

Oruganti Prashanth Sharma

System Architect

Previously at Tesla · San Jose, California, United States

Joined May 2026

Jackson Gertner

Human Data

Previously at Traba · United States

Joined May 2026

Jasmine Chan

Mechanical Design Engineer

Previously at Waterloo Baja SAE Team · San Francisco Bay Area

Joined May 2026