Figure 03, our 3rd generation humanoid robot

Building the robot itself is hard enough - but it was never the hardest part.

The thing to watch out for is: deployments. How many units are they pushing and to who. What kind of tasks can those robots accomplish well enough to warrant actually using them. How hard is it to adapt those robots to deployments. How that changes over time.

The hardest problem of creating a universal robot is, and always has been, AI. If Figure can deliver sharp, highly adaptive, easy to use AI? High generalization, good performance on a diverse range of tasks and in many environments out of the box? Then they have a killer product.

And a proxy to track that is reports of how many robots they deploy and to who. If they start shipping to small companies and deploying to high uncertainty spatially complex fields like construction or maintenance? If you start seeing robots unloading trucks and restocking shelves at a small town Walmart, unannounced? Big.

Yeah tech companies have a weird fixation on using dystopian literature as their entire branding playbook

> Charging coils in the robot’s feet allow it to simply step onto a wireless stand and charge at 2 kW.

This is silly. Wireless charging is inefficient and costly compared to cables but we use it for the convenience of humans, to avoid the annoyance of having to plug something in repeatedly. Obviously a humanoid robot should simply plug in its own cable! No human need be inconvenienced. Wireless charging has no benefit here at all.

> Each fingertip sensor can detect forces as small as three grams of pressure - sensitive enough to register the weight of a paperclip resting on your finger

Three grams would be a very heavy paperclip. I have seen several types of touch sensor and while the technology is impressive I don't think any of them are durable enough for real use. Even human skin doesn't rely on durability alone. Healing is critical. But healing is infeasible for robots so instead we need to design repairable, replaceable, disposable, ideally recyclable parts, especially for the fingers that touch everything. This hand looks monolithic and not repairable.

All that said, I'm looking forward to seeing if their claims about cost and manufacturing volume pan out. Those are the things that matter the most right now, along with reliability. We need large numbers of robots operating continuously in the world to collect the data that will enable us to train robot AI. Right now there's basically only one or two companies with scaled humanoid production (for a very loose definition of "scaled") and they are in China. I'm rooting for anyone who can manufacture robots outside of China.

I think the glossy 7min trailer has it about right: The first realistic deployments will be champagne holders at parties and robots at hotel receptions. Novelty toys for the wealthy.

Commoditization and Walmart-level deployments at scale are still a few gens off.

I don't understand why this even has to charge at all. It makes sense for multiple reasons to give it 3 batteries that say have 1/3 of the capacity, and make at least 1, if not 2 or 3 capable of charging independently on a station.

Then the robot would just go to its station and swap its own batteries. Why even have wireless charging at all? Or even a cable? Or even have it "charge"? Battery swapping seems to make way more sense here. Am I missing something?

Bonus points if the robot has data on the degradation and can order its own replacement batteries, take them out of the box, and ship the old ones to a recycling facility...

More bonus points if the charging station is actually outside under a 1KW solar array pergola thing, that way you don't even have to pay for the electricity either. Don't worry, the robot will lock the door when it goes out to grab its batteries. It'll also bring in the whole setup if the weather isn't great.