Brett Adcock, who previously founded Archer Aviation, has shifted to humanoid robots, establishing Figure AI and rapidly advancing iterations from F.01 to F.03. The team has deleted over 100,000 lines of handwritten C++ code, fully transitioning to neural network end-to-end control, with Adcock frequently releasing autonomous demonstrations to build technological credibility.

In terms of capital pathways, Figure attracts talent and funding through high-profile progress videos, concentrating R&D resources on integrated models of perception, movement, and manipulation, motivated by the desire to seize the commercialization window for general-purpose humanoid robots, with funds flowing from investors and potential customers towards hardware iteration and data collection.

Similar cases can be seen with Tesla Optimus and Boston Dynamics' progressive autonomy demonstrations, as well as early drone companies establishing market expectations through public videos; currently, Figure is transitioning from laboratory demonstrations to industrial and home scenarios.

Structurally, this represents a technological replacement: traditional robots reliant on preset rules are being replaced by end-to-end neural networks, with the mechanism being that once full autonomous closed loops are established, speed and reliability can be continuously amplified through data and computing power, thereby reshaping the cost structure of labor-intensive industries.

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