On humanoids:

https://x.com/mhdempsey/status/1931039472931516447?s=46&t=LUwp6CEG8bj71wefilcCmQ

Brett sucks btw

Figure CEO Brett Adcock says his robots will share a single brain. When one learns something new, they all get smarter.

Want an employee or a home assistant? You'll pick the one that learns from everyone's mistakes.

This is how the flywheel spins. And why he believes the first https://t.co/UM31gUDkBY

1. Highly engineered demos
2. Highly engineered partnerships
3. Narrative positioning of data flywheel and first mover to drive capital markets FOMO and increase moat narrative
-- you are here -- 
4. Cost projection revisions to make current TAM/GTM make economical sense
5. Maybe