Figure is a fintech company offering home equity loans and developing blockchain-based financial products.figure.com ↗
1 take · first discussed Mar 1, 2025
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Among the All-In hosts, only Chamath has offered a view on Figure, expressing medium-conviction bullishness as of March 2025. He points to the company's accelerated home-robot timeline and a notable multi-robot semantic collaboration demo as signs of genuine technical progress. At the same time, he tempers his optimism by identifying actuator dexterity and AI model maturity as meaningful hurdles that he expects will take a couple more years to clear. With only one host weighing in, there is no disagreement to note, and the overall panel view is cautiously positive but not high-conviction.
Chamath highlights Figure's accelerated home-robot timeline and its breakthrough multi-robot semantic collaboration demo as evidence of meaningful progress, while noting actuator dexterity and AI model maturity remain limiting factors for a couple more years.
the two robots basically figuring out how to communicate semantically between the robots, and that's incredibly powerful. And it's yet another sort of breakthrough that we need.”16:55