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Okay, so get this, breaking news just dropped and wow, it's huge, like huge E in the world

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of AI and robotics.

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Really shaking things up.

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Yeah, figure, you know, the company building those super advanced humanoid robots.

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Oh yeah, I've seen the videos.

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Well, they just made a major power move that has everyone buzzing, literally.

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What do they do?

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Well, figures founder, Brett Adcock, he went on X and announced this breakthrough, like

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a massive one in what he called a fully end to end robot AI and get this.

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Let me guess, they developed it themselves.

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Yeah, completely in house, no more open AI.

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Wow, they're cutting ties with open AI.

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That's a bold move.

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Weren't they like partnered up?

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They were back in February 2024.

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They teamed up, you know, to combine open AI's research with figures hardware, but now.

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So like figures robots were already using open AI stuff, right?

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Like chat, GPT for the whole talking thing.

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Exactly.

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So, video of figures 01 robot having a conversation.

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Yeah, that was pretty wild for a machine, I mean.

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Totally.

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Well, that was all thanks to open AI's chat GPT and their figure 02 model, that one actually

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started working full time at a BMW factory in South Carolina, like last January.

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So things seem to be going well for them.

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Why walk away from that partnership?

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Well, Adcox reasoning is interesting.

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He says that embodied AI, you know, AI that interacts with the real world can't really

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be effectively outsourced.

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That's his point.

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Yeah, so it's like to really make embodied AI work on a larger scale, they need complete

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control.

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So they're basically going for like complete vertical integration.

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Yeah, exactly.

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Hardware, software, the whole should bang.

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I wonder if this is going to be a trend, you know, more companies wanting that level of

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control, especially in robotics.

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Could be.

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It'll be interesting to see who follows figures lead on this one, but going up against a giant

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like open AI, that's a bold move for sure.

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Makes you wonder if they're biting off more than they can chew.

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I mean, building a complete AI system from scratch, that's not a walk in the park.

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No kidding.

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I mean, you need a crazy talented team, tons of data to train the AI and enough computing

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power to like process it all.

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It's not just about having a good idea.

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It takes serious resources and they're not exactly aiming small.

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Computer wants to ship, get this, 100,000 humanoid robots in the next four years.

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Whoa, seriously.

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To hit that target, they'd need to produce like a thousand robots just this year.

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That's a lot of robots.

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I think they can do it.

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Well, it sounds crazy, but remember that Chinese startup, Abbott, they claim to have already

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made a thousand robots in 2024.

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Oh yeah, I remember hearing about them.

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So maybe the production numbers aren't totally out of reach.

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Right, but what about the quality of the AI?

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That's where this in-house system comes in.

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It's like their secret weapon.

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Yeah, what exactly if they come with, Adcock mentioned this fully end-to-end robot AI thing,

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but he was pretty vague on the details.

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I know, right?

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But here's the exciting part.

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He promised a demo within the next 30 days.

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A demo.

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Okay, now that's something I'd love to see.

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Same here.

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This whole situation just, it just highlights how competitive the humanoid robot market

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is becoming, you know?

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It's like a race, a high stakes one to see who can build the most advanced robots.

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Totally, and it's not just figure in the game, right?

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We've got Tesla too.

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They're developing their own humanoid robot, Optimus.

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Yeah, Elon Musk even mentioned trying to hit 10,000 units this year.

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But knowing Elon Musk, those timelines...

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Could be a little flexible.

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Exactly, but still, figure aiming for mass production and Tesla pushing those limits,

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it feels like we're on the verge of a real-life robot revolution.

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It's like science fiction is becoming reality.

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Right.

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And there are other players emerging too besides just figure and Tesla, I remember, Abbott,

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that Chinese company.

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Right, and a few other startups popping up around the world.

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So it's a crowded field, very competitive, but this brings up a big question.

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What happens to OpenAI now?

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Do they just, you know, step aside and watch figure and Tesla battle it out?

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I doubt it.

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I think they're just getting started.

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So OpenAI, they're not going anywhere.

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But before we get to them, I think we need to talk about, you know, the sheer difficulty

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of what figure is trying to do.

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Oh, absolutely, going solo on AI development, especially for something as complex as, you

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know, humanoid robots.

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Yeah, it's a huge undertaking, like a mountain of obstacles.

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And one of the biggest ones, assembling the right team, they're going to need the best

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of the best.

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Top AI researchers, robotics engineers, software developers.

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Yeah, and it's a competitive market out there for that kind of talent.

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Huge, finding those people and then keeping them.

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It's not easy.

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And it's not just about finding the right people, right?

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They need to create an environment where those people can actually do their best work.

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100%.

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You need a culture of innovation where people can, you know, really push those boundaries.

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And then there's the whole data thing, right?

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To train a powerful AI, you need tons and tons of data, images, videos, sensor readings,

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all of that.

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Think of it this way.

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If you want to teach a child about the world, you show them lots of different things.

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Yeah.

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Well, it's similar with AI, but on a much, much larger scale.

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So the more data you feed it, the better it learns.

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Exactly.

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And then on top of that, there's the whole challenge of organizing all that data, making

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sure it's usable for training.

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Right.

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Because gathering the data is one thing, but actually using it to teach the AI.

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That's a whole other story.

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And then you've got the computing power you need to actually process all of that data.

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Which is massive, right?

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Like training these advanced AI models can take weeks, even months, even with the most

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powerful computers.

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It's insane.

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It's not for the faint of heart.

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And we haven't even talked about the financial side of things yet.

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Yeah, because research and development in this field is not cheap.

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No, not at all.

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It's going to be really deep pockets.

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If they want to hit those goals, those really ambitious goals, they're going to need serious

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cash.

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And they're aiming to ship, remember, 100,000 robots in the next four years, which is a huge

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manufacturing and distribution challenge on top of everything else we've talked about.

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Yeah.

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Scaling up production to that level, that's a whole other beast.

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You'll need to build factories, streamline their supply chain.

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It's incredibly complicated.

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So it's a risky move.

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A lot of things could go wrong.

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It is.

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It's like, I don't know, climbing Mount Everest without a guide.

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Complete freedom, but also complete responsibility.

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High risk, high reward.

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But hey, figures seems pretty confident.

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I mean, they wouldn't have made this move if they didn't think they could succeed, right?

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True.

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And they've had successes already.

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Their earlier robots, the ones they developed with OpenAI, those were pretty impressive.

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Yeah.

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And they've got those partnerships.

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They've been forming.

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Remember, they mentioned signing a deal with a large U.S. company to provide an end-to-end

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neural network for AI training.

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Right.

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So they're generating revenue, gaining traction.

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Exactly.

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And those partnerships can be valuable in other ways too.

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They give them access to more data, more insights from different industries.

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It's a way to learn and grow faster.

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So they're going solo on the AI side, but they're not completely isolating themselves.

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They're finding ways to still collaborate, still learn from others, which is smart.

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It is.

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They're saying, hey, we're taking ownership of our core strength, our AI, but we're also

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open to partnerships that can help us get better.

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It's a good reminder that even in a field, this competitive, you know, collaboration

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still matters.

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Absolutely.

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But let's not forget the other players in this game.

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Here has those ambitious goals, but they're not the only ones.

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What about Tesla and their Optimus project?

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Right.

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Tesla is a force to be reckoned with.

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They've got massive resources, a really powerful brand, and a CEO who's, well, you

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know, famous for pushing the limits.

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And they've got a proven track record of scaling up production really quickly.

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Just look at their electric cars.

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Exactly.

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So if they apply those same principles to robotics, they could flood the market very

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quickly, which would put a ton of pressure on figure to keep up.

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Yeah, and other companies too.

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It's not just about who could build the most robots either, right?

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The quality of the AI, the user experience, the overall value, that's all going to matter.

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It's like any other product.

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You can have the most advanced technology in the world, but if it's not user friendly.

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People aren't going to use it.

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It has to be reliable.

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Affordable.

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So yeah, it's a really complex challenge, not just building robots, but building robots

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that people actually want and can actually use.

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So we've got figure going solo, Tesla going big, and a bunch of other companies entering

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the game.

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Yeah, but it also makes you wonder, where is all this going?

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Yeah, what kind of world are we heading towards?

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Because we're standing at this like pivotal moment.

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The choices being made now by these companies, they're going to shape the future.

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It's kind of thrilling, but also a little scary, to be honest.

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I agree.

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We need to be mindful of the downsides.

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Right.

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We can't just focus on the cool technology and forget about the potential risks.

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We need to think about the ethical implications.

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The impact on jobs.

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We have a responsibility to make sure these technologies benefit everyone.

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And that's not just the responsibility of the companies building them.

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It's all of us.

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We need to be part of the conversation.

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Yeah, exactly.

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So we've talked about figure, we talked about Tesla, but there's one more major player we

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haven't talked about in depth, open AI.

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They're not out of the game yet, that's for sure.

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They're just getting started.

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Okay, so figures off doing their own thing.

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Tesla's aiming for those big numbers, but what about open AI?

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What's their next move?

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Well, it seems like they're not just going to sit back and watch.

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No, it really feels like they've doubled down on robotics.

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Remember, we talked about them relaunching that robotics team last year?

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Yeah, and then there were those job postings looking for experts and sensors and electronics,

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all that stuff.

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Like they're gearing up for something big, right?

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Yeah.

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And then there was that trademark application.

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Oh, yeah.

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The one for user programmable humanoid robots.

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That's the one.

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It definitely makes you think they're planning on entering the market themselves, but the

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question is how will they approach it?

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Right.

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Will they try to go head to head with figure and Tesla building those general purpose robots,

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or will they focus on something more specific, a niche?

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It's hard to say, but I feel like they could use their expertise in that whole natural

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language processing area.

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Oh, that makes sense.

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Building robots that are really good at communicating and interacting.

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Yeah.

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Building a robot that can not only do tasks, but also have a real conversation, build relationships,

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that sort of thing.

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Now, that would be a game changer, especially in fields like healthcare, education, maybe

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even customer service.

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It would really set them apart from the others.

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The company's focused on the physical stuff, the robots that can lift heavy things and

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move around.

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Absolutely.

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But there's also the hardware side to think about.

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Will open AI build their robots themselves from scratch?

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Or will they partner with some of those hardware companies that are already out there?

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Because partnering, that would give them access to a lot of expertise and those manufacturing

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capabilities.

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That would help them get their product out there faster.

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But they'd also have less control, wouldn't they, over the design and how the robots actually

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work.

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Yeah.

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It's that classic trade-off, control versus collaboration.

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Just like figure's decision to go solo and speaking of which, remember how open AI has

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been investing in other robotics companies?

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Oh, yeah.

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So, the Norwegian startup, One X Technologies, they're developing a humanoid robot for home

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use.

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Exactly.

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So, even if they don't go head to head with figure and Tesla in the market for the industrial

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robots and stuff, they're still influencing things through investments and partnership.

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It's like a multi-pronged approach.

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It really is.

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They're playing a long game.

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It's exciting to see how this all plays out.

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We've got figure, Tesla, open AI, all these companies with their own ideas about the future.

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It really highlights how dynamic this field is, how much is changing so quickly, and the

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impact it's going to have on the world.

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Yeah.

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We've talked a lot about the companies, the tech, the competition, but we can't forget

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about the human element.

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How will this affect us?

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Our jobs, our lives, our relationships with technology?

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That's the big question, isn't it?

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It's not just a question for engineers and tech CEOs to answer.

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It's for all of us.

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We all need to be part of this conversation.

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Thinking about the ethical side of things, how this will change society, the future we're

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creating.

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We have a responsibility to shape that future.

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Couldn't agree more.

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It's a lot to think about, for sure, but I think it's time to wrap up this deep dive

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for now.

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Yeah, this is a conversation that's just getting started.

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Definitely.

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The world of AI and robotics is changing so fast, and we'll be here to guide you every

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step of the way, so stay tuned.

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Keep those brains engaged.

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Join us next time as we dive into more of this fascinating world of emerging technologies.

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Absolutely.

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Until then, keep exploring, keep questioning, keep imagining.

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Who knows what's just around the corner?

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The future is ours to create.