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Figure

privateNeutral

Figure is a fintech company offering home equity loans and developing blockchain-based financial products.figure.com

1 take · first discussed Mar 1, 2025

Net conviction
Neutral
Who's weighed in
Chamath
Takes
1
First discussed
Mar 1, 2025

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

The discussion

The hosts' collective view on Figure is represented solely by Chamath, who takes a neutral stance with medium conviction. He highlights two noteworthy developments: Figure's accelerated home beta testing timeline (moved up by two years to mid-to-late 2025) and a robot collaboration demo showcasing semantic communication between robots, which he regards as a meaningful technical breakthrough. At the same time, Chamath tempers his enthusiasm by flagging actuator dexterity as a remaining near-term limitation. With only one host's perspective available, no points of agreement or disagreement among the group can be drawn.

How they got there

ChamathChamath1 mention since Mar 1, 2025
NeutralE217Mar 1, 2025

Chamath highlights Figure's accelerated timeline for home beta testing and a compelling robot collaboration demo, viewing semantic communication between robots as a meaningful breakthrough, though noting actuator dexterity remains a near-term limitation.

Friend of the pod, Brett Adcock, who's the CEO and founder of Figure. He just announced today that he's moved his timelines up by 2 years. He's going to be beta testing robots in the home by the middle to end of this year.14:24
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.