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The furnace story Figure didn't finish

The furnace story Figure didn't finish

In this edition: Figure melted its robots with Arnold Schwarzenegger. Hyundai split from its own research lab.

Oct 6, 2026

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4 min read

94 cents a video to train your replacement

94 cents a video to train your replacement

A robot that costs 2x to 8.4x a human to work in a warehouse, and nobody has measured what it produces

Sep 15, 2026

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3 min read

Nobody's Checking the Numbers (Or the Brakes)

Nobody's Checking the Numbers (Or the Brakes)

A broken production promise, and the emergency stop nobody's actually tested.

Aug 18, 2026

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3 min read

Humanoid labor: same technology, different strategy

Humanoid labor: same technology, different strategy

Figure 03, Apollo, Optimus are on factory floors. Not everyone using them wants the same thing.

Jul 21, 2026

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3 min read

World Models, $6B, and the Math That Doesn't Close

World Models, $6B, and the Math That Doesn't Close

The industry is telling two stories. Neither adds up.

Jun 23, 2026

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3 min read

A Human Beat Figure's Robot by 0.04 Seconds. CEO Says It Won't Last.

A Human Beat Figure's Robot by 0.04 Seconds. CEO Says It Won't Last.

A human intern beat Figure AI's robots at warehouse sorting by 192 packages. But the human got mandated breaks and the robots took none. The gap is closing.

May 26, 2026

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3 min read

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