The rapid advancements in robotics over the past year and a half exemplify the innovative spirit characterizing Silicon Valley. A poignant representation of this evolution is Figure, a humanoid robotics company that has seen substantial developments since my last visit to its Sunnyvale headquarters 16 months ago. As I approached their office, the company was unrecognizable—the once-ordinary building now boasts prominent signage and a busy atmosphere indicative of its growth momentum.
Figure’s journey from obscurity to prominence is underscored by its substantial workforce expansion, now comprising 130 engineers, as reported by CEO Brett Adcock. This shift from mere survival to thriving amidst competition highlights the growing interest and investment in humanoid robotics. The company has raised an impressive $1.5 billion in funding, which will be allocated toward relocating to a more expansive facility in the near future—signaling strong expectations for growth and operational necessity.
Walking through the company’s workspace is akin to entering a dynamic lab of creativity and innovation. Robots of various configurations—parts of arms, heads, and even a complete Figure 01 model—line the shelves, showcasing the technical intricacies involved in engineering humanoid robots. Figure’s engineers are not confined to their desks; a dedicated systems integration and testing area allows them to work hands-on, exploring real-world applications and troubleshooting effectively. This commitment to rigorous testing speaks volumes about Figure’s dedication to delivering a reliable and functional product.
Real-World Applications and Automotive Robotics
One of the standout features of Figure’s current trajectory is its involvement with the automotive industry. In a notable collaboration with BMW, Figure’s robots have been engaged in various pilot projects, including a recent deployment at BMW’s Spartanburg plant. This alliance underscores a growing acknowledgment of the utility of humanoid robots in traditional manufacturing settings where robots have long been used. The justifications for automakers’ interest in humanoid robots are manifold; from optimizing production lines to addressing labor shortages, humanoid robots could redefine manufacturing efficiency.
During my visit, Adcock shared that the robots worked tirelessly during their two-week stint in South Carolina, performing tasks such as moving totes. The unique adaptability of humanoid robots to navigate complex tasks and environments cannot be overstated, and it positions Figure favorably amidst competitors like Boston Dynamics, Apptronik, and Tesla. Each of these firms is pursuing similar initiatives, emphasizing the cooperative yet competitive landscape in the robotics market.
While Figure’s current focus on the automotive sector is understandable given its market readiness and technological needs, the company is also eyeing consumer applications. A dedicated segment of the office was arranged to simulate domestic environments, hinting at the potential future of humanoid robots assisting with household tasks. However, it’s clear that we are in the nascent stages of this consumer-centric approach.
Adcock addressed some of the significant hurdles that still loom large, such as price points for consumer accessibility. The ambition to eventually provide a humanoid robot priced below $20,000 remains a target, though it won’t be realized overnight. Moreover, the attention to practical functions—such as kitchen assistance and general housekeeping—indicates a broader vision wherein humanoid robots could integrate seamlessly into daily life.
The Technical Evolution of Figure 02
The technological advancements from Figure 01 to Figure 02 were evident during my visit. The second-generation model represents a significant step up in design and functionality, moving away from the exposed wires and cumbersome battery backpack of its predecessor. Instead, Figure 02 features a sleek design that integrates high-performance components like Nvidia GPUs within its torso, enhancing both efficiency and aesthetic appeal.
The practical demonstrations of the robot’s walking capabilities further emphasized its evolution; witnessing a robot navigate its surroundings is a testament to its engineering sophistication. While the organized gantry system offered support during my visit, it highlights the importance of safety and precision in the robots’ development stages. Observing the robots engage in dexterous movements inevitably invites curiosity about the level of skill and time required for such demonstrations.
The anticipation surrounding Figure’s robots returning to the BMW plant in January is palpable. This period will serve not only as a test of their capabilities but also as a critical juncture for the future of robotics in the manufacturing industry. With a growing operational footprint and a compelling product in its second-generation humanoid robot, Figure is poised at the forefront of a robotics revolution. In the coming months and years, the company will determine whether it can meet the lofty expectations set against a backdrop of swift technological advancements and stiff competition. The real test lies ahead, and the industry—and observers alike—are waiting with bated breath.