Figure AI CEO：人形机器人是世界上最伟大的事业

Figure AI CEO: Humanoid Robots Are the Biggest Business in the World

布雷特·阿德科克 Brett Adcock · Sourcery · 莫莉·奥谢 · 2026-04-30 · 约 33 分钟 · 原视频 ↗

本期速览 · Overview

Figure AI CEO 探讨人形机器人的巨大潜力、竞争优势以及将年产量提升至百万台的计划。

Figure AI CEO discusses the immense potential of humanoid robots, their competitive edge, and plans to scale production to a million units a year.

人形机器人是最大的商业机会，关键在于解决智能问题，而非仅仅制造。
Humanoid robots are the biggest business opportunity, requiring solving intelligence, not just manufacturing.
Figure 的垂直整合和内部设计使其掌控供应链并快速迭代。
Figure's vertical integration and in-house design give it control over supply chain and rapid iteration.
Figure 解雇了 OpenAI，因为其内部团队在机器人模型设计上胜过他们。
Figure fired OpenAI because its internal team outperformed them in robot model design.

机器人领域的元问题是解决人形机器人，这可能成为世界上最大的业务。
The meta problem in robotics is solving humanoid robots, which could become the biggest business in the world.
人形机器人商业化的瓶颈在于扩大生产并可靠地达到人类水平的性能。
The bottleneck for commercializing humanoid robots is scaling production and achieving human-level performance reliably.
Figure 的垂直整合，内部设计大部分部件，使其能够控制供应链并加快迭代速度。
Figure's vertical integration, designing most parts in-house, enables control over supply chain and iteration speed.
成功的关键在于解决智能问题，而不仅仅是制造问题，对于人形机器人而言。
The key to success is solving the intelligence problem, not just manufacturing, for humanoid robots.
Figure 的目标是今年大规模出货机器人，并解决通用机器人问题，在物理世界实现 AGI。
Figure aims to ship robots at scale this year and solve general robotics, achieving AGI in the physical world.

我们解雇了 OpenAI，因为我们的内部团队在机器人模型设计方面远超他们。
We fired OpenAI because our internal team was running circles around them in designing models for robots.
人形机器人领域仍处于第一章；我们领先全球竞争对手数年。
The humanoid robot space is still in its first chapter; we are years ahead of global competitors.
我不担心 Optimus；这不是制造问题，而是智能问题。
I don't worry about Optimus; this is not a manufacturing problem but an intelligence problem.
我最初自筹资金创办公司，四个月内月烧钱达到一百万美元。
I self-funded the company initially, reaching a million dollars monthly burn in four months.
我停止了高尔夫旅行等社交活动，将所有时间投入到家庭和公司。
I stopped doing social activities like golf trips to dedicate all time to family and companies.