Figure AI
Brett Adcock
Overview
Figure AI is a San Jose robotics company building general-purpose humanoid robots and the Helix AI stack that powers them. Its current public platform, Figure 03, is in early commercial deployment — BMW completed an 11-month factory program and Catalyst Brands (JCPenney's parent) signed in May 2026 to deploy Figure 03 fleets at its Reno logistics center. The Helix 02 vision-language-action stack has demonstrated full 8-hour autonomous package-sorting shifts, while BotQ has scaled to one Figure 03 per hour with 350+ robots produced.
Main Products
Second-generation workforce humanoid that validated Figure's first real factory deployment. Figure 02 paired six onboard RGB cameras, 16-DOF hands, onboard vision-language reasoning, and a 3x compute increase over Figure 01 for manufacturing and logistics tasks.
Retired from Figure's field fleet after an 11-month BMW Spartanburg deployment. The program's reliability and operations lessons were rolled into Figure 03 readiness.
Third-generation humanoid robot redesigned for home and commercial environments, with softer surfaces, embedded palm cameras, tactile fingertips, wireless charging, and lower-cost manufacturing for large-scale deployment.
Figure's active commercial platform. 350+ Figure 03 units have been produced through BotQ at a current rate of one robot per hour (~55/week), with Helix 02 running fully autonomous 8-hour package-sorting shifts. The May 2026 Catalyst Brands agreement deploys Figure 03 fleets at a Reno, Nevada distribution center.
What's Next
Push BotQ from 1/hour toward 50,000/year
Figure hit a 24x throughput jump in early 2026 to one Figure 03 per hour (~55/week, 350+ units produced). The next phase is sustaining that pace, finishing the publicly-stated supply-chain decoupling from China, and scaling toward Adcock's stated 50,000-unit annual target on the way to 100,000 robots across four years.
Scale Helix-02 from demos to standing production
After the 8-hour and extended 40-hour autonomous package-sorting demos in May 2026, the next milestone is keeping Helix 02 in continuous Catalyst-style commercial production rather than one-off livestreams, while extending whole-body autonomy across additional logistics, office, and home tasks.
Operations & Revenue
Figure has moved from a single paying customer (BMW, now retired) to multiple commercial agreements. The May 2026 Catalyst Brands deal will deploy Figure 03 fleets at the Reno, Nevada distribution center starting on the Joey Pouch sorting/packing system, while Brookfield's strategic agreement opens 100,000 residential units plus 500M sq ft of commercial office and 160M sq ft of logistics space as future deployment and training environments.
Revenue Streams
Figure's first paid factory deployment ran at BMW's Spartanburg plant, where Figure 02 loaded sheet-metal parts on a daily production line before the fleet was retired in late 2025.
Key Metrics
Timeline
Figure announces that BotQ has gone from one Figure 03 per day to one per hour — a 24x throughput improvement in under 120 days — with 350+ third-generation humanoids produced, more than 9,000 actuators across 10+ variants, 500+ battery packs shipped at 99.3% first-pass yield, and 80%+ end-of-line first-pass yield. CEO Brett Adcock says the plant is now scaling toward 55 robots per week.
On May 13, 2026, Figure live-streams four Figure 03 humanoids ('Bob,' 'Frank,' 'Gary,' and later 'Rose') running a fully autonomous 8-hour package-sorting shift powered by Helix 02 — detecting barcodes, picking packages, and orienting them onto a conveyor at roughly human throughput. Extended runs subsequently push the demo to ~40 hours and >22,000 packages without reported failures.
On May 26, 2026, Catalyst Brands (parent of JCPenney, Aéropostale, and Brooks Brothers) signs a commercial agreement to deploy Figure 03 fleets in its Reno, Nevada distribution center, starting on the Joey Pouch sorting/packing system. The deal is one of the first public commercial humanoid agreements in U.S. retail logistics.