SIASUN(SZ:300024) Sou Hu Cai Jing·2025-07-23 02:52Core Insights - Figure AI is leading a revolution in humanoid robotics, attracting significant attention and investment from major tech companies like Microsoft, Nvidia, OpenAI, and Jeff Bezos [1][3] - The company believes humanoid robots are essential infrastructure in the AI era, comparable to the impact of the iPhone on the mobile internet [3][5] - Figure AI's strategy includes a dual-track market approach, focusing on labor markets in the short term while aiming for household integration in the long term [5][6] Technology and Innovation - Breakthroughs in hardware and AI have enabled unprecedented growth in humanoid robotics, with advancements in all-electric systems enhancing stability and safety [3][5] - The Helix robot, powered by the S1 Helix neural network, can perform complex tasks with efficiency comparable to humans after minimal training [3][6] Market Strategy - Figure AI targets structured environments like manufacturing, logistics, and retail for early deployment, while envisioning a future where robots are commonplace in homes [5][6] - The company emphasizes the importance of design, interaction, and safety in ensuring societal acceptance of humanoid robots [6] Future Vision - Adcock posits that humanoid robots will serve as the ultimate deployment vehicle for artificial general intelligence (AGI), transforming work and productivity [6]