起底全球估值NO.1机器人公司，创始人被称作“下一个马斯克”

Core Insights - Figure, a three-year-old robotics startup, has rapidly become the world's highest-valued humanoid robotics company with a post-financing valuation of $39 billion after raising over $1 billion in Series C funding [1][3] - The company has demonstrated significant growth, with its valuation increasing approximately 14 times in just 18 months [3][7] - Figure's founder, Brett Adcock, is being compared to Elon Musk due to his ambitious vision and substantial personal investment in the company [8][9] Company Overview - Founded in January 2022 in Silicon Valley, Figure focuses on developing autonomous general-purpose humanoid robots [2] - The company has successfully completed multiple funding rounds, including $70 million in Series A, $6.75 billion in Series B, and $1 billion in Series C [2][1] - Figure's first humanoid robot, Figure 01, was launched in March 2023, capable of performing simple tasks and learning through human demonstration [3][6] Product Development - Figure 02, launched in August 2024, features enhanced endurance and advanced software capabilities [4] - The company has transitioned to fully autonomous AI model development with Helix, which allows for high-frequency control of the robot's upper body [4][5] - Recent demonstrations showcase the robot's ability to perform complex household tasks, indicating a shift from industrial to domestic applications [6][7] Market Position and Strategy - Figure is actively pursuing mass production and B2B applications, with plans to produce 12,000 humanoid robots annually, scaling up to 100,000 units in four years [10] - The company has established partnerships with major firms like BMW for automotive production line testing [10] - Industry analysts note that Figure's advancements in humanoid robotics position it among the leading companies in a competitive landscape, including Tesla and Chinese firms [11][13] Industry Trends - The robotics industry is entering a phase of consolidation, with a focus on companies that possess full-stack capabilities [14][15] - The emergence of large models in AI is seen as a critical factor for the commercialization of humanoid robots, with significant investments from tech giants [15][16] - Market confidence in humanoid robotics is growing, with increasing recognition of the sector's potential and the establishment of high valuation benchmarks [17][18]