The HumaNerd BOTanist

goingballistic5.bsky.social

31 January 2025 21:46

By 2029, Figure will likely have more than 2 clients. Brett has spoken with the CEOs of nearly every Fortune 100 company. All of them wanted a humanoid bot yesterday. There is a supply, not demand problem. Once these two are solved, so are the others.

The HumaNerd BOTanist

goingballistic5.bsky.social

31 January 2025 21:46

There is likely 50-100 F.02 in existence. But they won't scale F.02. That is for F.03 and beyond. Expect this. 2025: 1,000 2026: 5,000 2027: 25,000 2028: 100,000+ 2029: Yikes! These numbers are commensurate with figures recently announced by their closest rival.

The HumaNerd BOTanist

goingballistic5.bsky.social

31 January 2025 21:46

But not exactly replace. Because of attrition, that's 240K workers that they don't have to hire annually. But can Figure deliver 100K bots by 2029? Yes. Easily. When I visited Figure HQ last fall, they were producing 1 F.02 per week, with expection to reach 2 per week by EOY.

The HumaNerd BOTanist

goingballistic5.bsky.social

31 January 2025 21:45

Enter the humanoid. This is the missing piece. It is a focused task. Once solved, it is easily scalable. BMW has more tasks that are not as numerous. The BMW workforce is also 10 times smaller than Amazon. Amazon could easily use 80K bots to replace perhaps 240K workers.

The HumaNerd BOTanist

goingballistic5.bsky.social

31 January 2025 21:45

Amazon has been aggressively automating their warehouses, adding the famous Kiva robot at a rate of 1000 per day. Yes. 1000. Per. Day. These Romba like bots fetch items for workers to pack into boxes. This is the part Amazon has failed to automate even using state of the art industrial robots.