估值2900亿，让王兴兴紧张

Core Viewpoint - Figure AI, founded in 2022, has rapidly gained attention in the humanoid robotics sector, achieving a valuation close to $40 billion within three years, raising questions about its legitimacy and potential as a transformative technology or a speculative bubble [1][4][12] Group 1: Company Background and Development - Figure AI was founded by Brett Adcock, who has a history of successful startups, including a recruitment platform and an electric aircraft company [4] - The company aims to integrate AI into the physical world through humanoid robots, with its first product, Figure01, launched in October 2023, featuring OpenAI's language model [4][5] - Figure02, the second product, was released in August 2024, boasting significant upgrades in both hardware and software, including advanced sensory capabilities [6][7] Group 2: Financial Growth and Valuation - Figure AI has experienced rapid financial growth, with a Series A funding of $70 million in May 2023 (valuation of $400 million) and a Series B funding of $675 million in February 2024 (valuation of $2.6 billion) [6] - The company is reportedly negotiating a new funding round of $1.5 billion, which could elevate its valuation to $39.5 billion [6] Group 3: Commercialization Challenges - Concerns have arisen regarding Figure AI's claims about its partnership with BMW, with reports suggesting that the actual deployment of Figure robots in BMW's operations is limited [7][8] - The company faces skepticism about its commercialization strategy, as early demonstrations have led to accusations of being a "demo company" rather than a viable commercial entity [7][9] Group 4: Market Perception and Future Outlook - The discourse surrounding Figure AI reflects broader industry skepticism about the viability of humanoid robots, with experts questioning whether the technology meets commercial standards [10][11] - The company’s mission to address global labor shortages and aging populations through humanoid robots is seen as a potential driver for future demand, but the actual need for humanoid robots remains debated [11][12] - The ongoing tension between technological advancement and capital expectations highlights the challenges Figure AI faces in aligning its development pace with investor demands for rapid commercialization [13][14]