Touring FigureAI HQ was like walking into a glimpse of the future Few other places where you’ll see hundreds of humanoids walking around, collecting training data, being evaluated for model performance, doing household and logistics tasks Might just be normal 5 years from now

GPT-3 level robot foundation models already exist It’s just not obvious because GPT-3 was only partially successful most of the time. That’s ok for some knowledge work but not for the work we need robots to do GPT-5 level intelligence for robots we could see within a year because research compounds We won’t necessarily have something that looks exactly like the ChatGPT moment for robotics, but the FigureAI livestream was close to that for a lot of people

Figure AI's humanoid robots — powered by the Helix-02 neural network — just completed a full 8-hour autonomous shift sorting packages in a factory. The company live-streamed the humanoid's sorting tasks which ran for over 14 hours. Multi-robot coordination with automatic swap-outs when batteries run low. Is this hat the future of factory work looks like? #FigureAI# #Helix02# #HumanoidRobots# #Robotics# #FactoryAutomation# #AIRobotics# #FutureOfWork# #Autonomous#

"Absolutely no teleoperation." Figure AI’s humanoid robots sorted packages for around 50 hours nonstop without intervention, CEO Brett Adcock told @EdLudlow, responding to internet speculation triggered by Figure's live-streamed demonstration that drew millions of viewers

$NVDA is discussing another $1B investment in Figure AI as the company plans to use ~100K Vera Rubin GPUs through Nscale starting in 2027 which is ~230 MW of GPU power just for robot training. Physical AI adds a second demand curve for Nvidia because training humanoids at scale requires huge data center capacity before chips ever reach the robots.

Nobody is paying enough attention to what is happening at Figure AI right now. Its humanoid robots are now working 70 hours straight livestream, sorting packages at around 2.6 seconds each. That is reportedly FASTER than the average human worker (3secs). They have now sorted over 88,000 packages with no human assistance, no teleoperation, and no cloud. The company says it will NOT STOP the stream until a robot physically breaks. The labor market is about to be redefined.

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New news! Accredited investors* can explore private market investments in a different class of the Cosmos Fund with exposure to Figure AI. NOTE: You must be a SoFi self-directed invest member to access this opportunity. The offering period for this class is 9/14/26 through 9/30/26. And private market investments have longer investment horizons and unique risks, so they may not meet the objectives of all investors.