Core Viewpoint - Figure AI is emerging as a unicorn in the robotics sector, aiming to redefine the humanoid robot landscape with the launch of its second-generation robot, Figure 02, and the innovative Helix model [2][7]. Key Technological Breakthroughs - The Helix model is a groundbreaking visual-language-action (VLA) model that powers the Figure 02 robot, specifically designed for the control of general-purpose humanoid robots [4][7]. - Four key factors support the significant advancements in Figure AI's technology: breakthrough intellectual property, market expansion, adaptive generalization capabilities, and commercial scalability [7][21]. Demonstration of Helix Technology - Demonstration videos showcase two robots, driven by a single Helix instance, collaborating in real-time to organize grocery items they had never encountered before, highlighting their adaptive intelligence [8]. - The Helix model enables specific object recognition through 3D visual understanding without prior training [11]. - Enhanced flexible hand control is achieved through pressure feedback [13]. - Smooth handover between robots is facilitated by self-calibration [15]. - Upper body control allows for precision operations at human-level accuracy [17]. Valuation Surge - Following the launch of Figure 02 and the Helix model, Figure AI is seeking new funding, potentially increasing its valuation to $39.5 billion, reflecting a remarkable 15.2 times growth compared to the previous year [18][20]. Financing History - The financing history of Figure AI shows significant valuation increases across funding rounds, with Series A raising $70 million at a $500 million valuation, Series B raising $675 million at a $2.6 billion valuation, and the proposed Series C aiming for $1.5 billion at a $39.5 billion valuation [20]. Factors Supporting Development - Breakthrough intellectual property: The Helix model represents a cutting-edge AI solution with advanced end-to-end reasoning capabilities, allowing Figure AI to gain full control over its core AI technology [21]. - Market expansion: Figure AI is shifting its focus from factory-centric applications to the home robotics sector, tapping into a vast and underdeveloped market [21][22]. - Adaptive generalization capabilities: Helix can learn new objects through voice commands and supports multi-robot collaboration, making it advantageous in diverse home environments [22]. - Commercial scalability: Helix is designed to run on embedded low-power GPUs without relying on cloud infrastructure, reducing costs and enabling large-scale production [22].