What top creators are saying about Figure AI(PRIVATE)

The host questioned whether a pre-revenue or minimally revenue-generating company could support a reported $3.5 billion infrastructure agreement with Nscale and criticized its demonstrations.

Presented as a well-capitalized, vertically integrated robotics company. Its robots reportedly sorted 250,000 packages over nine consecutive days, and the company is collecting human movement data and increasing production. Its private status means there is no direct public-market investment route.

Praised for its team, execution speed, and vertically integrated hardware and AI approach; a 200-hour livestream was cited as evidence of progress, though independent performance data was not provided.

Zook said his firm was an early investor and cited its robots being used in BMW manufacturing; he characterized it as a higher-risk satellite investment and gave no valuation or return target.

Mentioned among robotics competitors, but no company-specific financial data or investment outlook is provided.

Figure is described as a leading but early-stage humanoid robotics company, with potential supported by its data initiative, GPU partnership, manufacturing plans, and BMW deployment. Execution, data quality, capital intensity, and the long wait for GPUs are significant uncertainties.

Rapidly scaling private pure-play humanoid robotics company backed by major tech firms, with private market valuations expanding toward $40 billion.

Identified as a portfolio company within RoboStrategy's robotics and tech investment holdings.

Included as a holding in the RoboStrategy portfolio.

Key portfolio holding in BOT expected to see private valuation markups over the next 12-18 months.

Identified as a key investment opportunity with massive growth potential over the next decade.

A key player in the physical hardware space for the projected humanoid robot workforce boom.

Viewed as a primary catalyst in the robotics space with a strong moat in hardware and real-world data consistency demonstrated via live streams.

Described as the 'Apple of robotics' with massive mass-market potential and expected trillion-dollar private valuation.

Described as the 'Apple of robotics' with potential to become a massive winner as humanoids become status symbols.

Humanoid robots are already being deployed for package sorting, signaling a shift in low-skill manual labor.

High-growth private robotics company being accessed via public wrapper vehicles.

Significant price surge of +971.33% with valuation stabilizing between $125 and $175 in late 2025 and early 2026.

Slated for investment in 2025-2026 as part of a robotics and AI infrastructure portfolio.

Demonstrated 24/7 autonomous logistics capabilities with robots sorting over 43,000 packages.

Secondary market valuation down 24.3%, signaling a cooling of initial hype.

Showcasing Figure 03 at the White House signals increasing government interest and normalization of humanoid robotics.

Part of the robotics theme seeing massive gains in private markets compared to traditional crypto altcoins.

Presented as a leader in the race to build a general-purpose humanoid robot, with technology that is years ahead of the competition and a transition to a full neural net described as a 'disruptive change' that the market is underestimating.

Considered a much riskier bet in the robotics space compared to Tesla due to Tesla's immense capital, manufacturing experience, and existing data sets.

Considered a leading player in the emerging humanoid robotics sector, with its robot already deployed in a BMW factory, making it a key company to watch for a future IPO.

Represents a long-term bet on the vision of AI embodied in physical form, a nascent market with enormous potential in sectors like manufacturing.

Mentioned as a company making rapid progress in humanoid robotics, a sector identified as 'the next big thing' and poised for major growth.

A potential early-stage first mover in the AI robotics sector, already valued at $39B and attracting significant funding from major investors.

Highlighted as a major private player in the humanoid robotics race, competing with Tesla. Noted as a space to watch for future IPOs, but not currently public.

Considered a mixed and cautious investment. It is a high-risk, long-term, capital-intensive bet on robotics with a very high valuation ($39B) despite having no product or revenue. Hosts expressed skepticism about the valuation and timeline.

Positioned as a top-tier robotics company, 'tied for number one with Tesla,' with demos showing advanced dexterity, perception, and dynamic adaptation to changing environments. A major private company to watch for a potential future IPO.