Core Insights - The release of Figure 03 by Brett Adcock has sparked significant interest on social media, showcasing its ability to perform household tasks seamlessly, indicating a potential shift in humanoid robots' integration into daily life [1][5] - The competition in the humanoid robot sector is intensifying, with Figure 03 drawing comparisons to NEO from 1X Technologies, highlighting the challenges of differentiation in design and functionality [3][5] - Despite the impressive demonstrations, Figure 03 remains a concept machine, with limitations in its operational capabilities and reliance on extensive training for task execution [16][21] Group 1: Product Features and Innovations - Figure 03 has undergone significant improvements compared to its predecessor, Figure 02, including a 9% reduction in weight and a more compact design, enhancing its mobility in home environments [1] - The robot features a new visual-language-action (VLA) model called Helix, which allows it to learn tasks more efficiently through natural language prompts rather than pre-programmed scripts [6][7] - Key upgrades include advanced dexterity in its hands, capable of detecting force changes as small as 3 grams, and a foot structure designed for smoother walking, mimicking human gait [8][10][13] Group 2: Market Position and Financial Backing - Figure AI has secured substantial funding, raising approximately $6.75 billion in its B round and $10 billion in its C round, leading to a valuation of $39 billion, making it the highest-valued humanoid robot company globally [21][22] - The founder, Brett Adcock, has a history of attracting investment and building narratives that appeal to investors, focusing on production efficiency and cost reduction [25][21] - The company's marketing strategy emphasizes showcasing capabilities through curated videos, which may not fully represent the technology's current state, raising questions about the authenticity of demonstrations [18][25] Group 3: Industry Context and Competition - The humanoid robot industry is witnessing a divergence in technological approaches, with some companies focusing on physical capabilities while others prioritize intelligent interaction and reliability [13][14] - In China, companies like Yushu Technology and ZhiYuan are rapidly advancing humanoid robotics, emphasizing lightweight designs and interactive capabilities, contributing to the global competitive landscape [14][15] - The ongoing developments in humanoid robotics reflect a broader trend towards integrating these machines into everyday life, although practical applications remain limited at this stage [5][16]
Figure 03爆火背后：一场精心编排的“概念机”狂欢？
3 6 Ke·2025-10-13 00:21