Figure AI’s next humanoid is further along than its last public update suggested. “We’re now working through Figure 4. We are in full design lock,” CEO Brett Adcock told employees at a company all-hands this week, adding that Figure is starting to ship parts. He posted the full 61-minute meeting on X on October 22, and Figure put it on its official YouTube channel the same day.
Anyone hoping to see the robot came away empty-handed. In the public version, every image of Figure 04 is blurred: a silhouette at the end of a lineup of Figure’s robots, a slide labeled “F.04 actuator spinning,” another labeled “F.04 battery bring up,” and the hand prototypes. What the talk did contain was a list of numbers about data, money and compute, all of them Adcock’s own.
- Status: Adcock says Figure 04 is in “full design lock” and parts are starting to ship. No specs, photos, price or launch date.
- What was shown: blurred footage of F.04 actuators, battery bring-ups and hands. Adcock says the new hand has more actuators than an entire robot.
- The numbers: over $2 billion in cash, an estimated $8.1 million spent on data in one week, and Figure robots working in three states, all per Adcock.
- The catch: it’s an internal meeting, not a product launch. None of the figures has been independently verified.
Figure 04: design lock, parts shipping, nothing to look at
Adcock walked through Figure’s hardware history first. Figure 01 was designed in 2022. Figure 02 brought new hands, a load-bearing skeleton and new sensors. Figure 03, unveiled about a year ago, was built for Figure’s Helix AI and for manufacturing. He said Figure cut its cost by more than 90% compared with Figure 02 and built its 1,000th Figure 03 over the summer.
On Figure 04, he gave three updates. Figure is bringing up the new actuators in-house and hoped to have every unique actuator characterized at its office by the end of the week. The team changed both the battery cell and pack architecture, did “10 full battery bring-ups last week,” and expects those packs to start taking loads in the next few weeks. And the hand, now in its fourth version, is “more complex than the entire robot” and “has more actuators than an entire robot,” which he said puts it close to human parity. He didn’t give a joint count, weight, battery capacity or date.
In September, Figure said it was decommissioning its Figure 02 robots and explained that taking each one apart would “delay the launch of F.04.” It still hasn’t said when that launch is.
The money, data and compute numbers
Most of the talk was about data. Figure’s Index app pays people to film themselves doing everyday tasks. A slide put it at 37.5 million video uploads, 1,260,000 app downloads and 112 countries; when Figure launched Index in August, it reported more than 16 million uploads and 264,000 downloads. Adcock said 210,000 people around the world uploaded at least one video in the past week and that Figure “spent an estimated $8.1 million last week on data.” A day later, Figure’s Corey Lynch posted that Figure is processing “81 minutes per second” of video. Our guide to humanoid training data explains why companies are paying for human video at all.
Adcock’s argument is that this data matters more for pre-training than for fine-tuning on specific jobs. “It’s pre-training that will win,” he said. Plenty of companies can collect data and train a robot for one task, in his telling, but nobody will “post-train their way out of this.”
On compute, he repeated the Nscale deal Figure announced on September 3: an initial $3.5 billion commitment with intent to scale past $6 billion, for up to 100,000 NVIDIA Vera Rubin GPUs in Barstow, Texas, starting in the second half of 2027. Until then, he said, Figure is doubling its compute. On cash, he said Figure has “over 2 billion dollar cash balance sheet today.” Figure is private and doesn’t publish financial statements.
Where Figure robots are working, and a treadmill
Adcock was careful on customers. “It’s actually hard to talk about this,” he said, before saying Figure has robots deployed in three states, without naming them. He described one robot running in a new building it had never seen, “without any new training,” and a summer deployment in Los Angeles where the facility had no air conditioning and hit 104 degrees. He also said Figure now has “more robots on campus than humans.”
The most public test is a side project. On October 19, Adcock posted a video of a Figure 03 that had walked on a treadmill for nine straight days, covering 348 miles and 1.2 million steps, as a way “to stress the robot for any failures.” His update on October 23 put it at 13 days, 422 miles and 1.5 million steps. The video shows a cable running from the robot, and Figure hasn’t said whether the robot is on battery power, how it handles breaks or what counts as a failure. That makes it a durability test for legs and actuators, not a battery runtime result.
Helix 3.0 is a teaser for now
Adcock closed with a model. He said Figure trained a new model last month with “the largest amount of pre-trained data” and the most GPUs in its history, tested it in what he described as a house at Figure’s offices, and called the result “baby AGI.” The slide behind him read Helix 3.0. He showed a short clip, said “it’s really early” and “we’re not ready yet,” and said an even larger model is now in training. There’s no paper, benchmark or release date. Figure’s last published result, Helix 2.5, succeeded on 56% of zero-shot trials in 30 homes it hadn’t seen.
What to watch: Figure 04 photos and specs, a Helix 3.0 write-up with numbers, any named customer behind the three-state deployments, and whether the treadmill robot keeps going.
Frequently asked questions
When will Figure 04 be released?
Figure hasn’t announced a date. At the October 2026 all-hands, Brett Adcock said Figure 04 is in full design lock and Figure is starting to ship parts, but he gave no launch timing, price or specifications.
What do we know about Figure 04?
Very little in detail. Adcock said Figure is testing its actuators in-house, the battery cell and pack architecture changed, and its fourth-version hand has more actuators than an entire robot. All Figure 04 images in the public video are blurred.
How much cash does Figure AI have?
Adcock told employees Figure has more than $2 billion in cash on its balance sheet. Figure is a private company and hasn’t published financial statements, so the figure can’t be independently checked.
How far has Figure 03 walked on the treadmill?
Adcock said on October 23, 2026 that the robot had walked for 13 days, covering 422 miles and 1.5 million steps. Figure hasn’t said whether it runs on battery or external power during the test.
What is Helix 3.0?
It’s the name on the slide for Figure’s newest AI model, which Adcock said was trained with the most data and compute in Figure’s history. He called it “baby AGI” but said it isn’t ready, and Figure hasn’t published results or a release date.
Sources
- Figure on YouTube, “Figure All Hands 2026,” October 22, 2026 (61 minutes; Figure 04 design lock at about 14:18, battery bring-ups at 16:21, hand at 16:51, Index slide and 210,000 weekly uploaders at about 44:33, $8.1 million at 46:20, Nscale and compute at 48:50 to 49:45, pre-training at 50:16, three states at 52:45, cash at 54:29, Helix 3.0 at 59:02 to 60:41; quotes from our transcription of the video): youtube.com
- Brett Adcock on X, all-hands post, October 22, 2026: x.com/adcock_brett
- Brett Adcock on X, treadmill posts, October 19 and October 23, 2026: x.com, x.com
- Corey Lynch on X, “81 minutes per second,” October 23, 2026: x.com/coreylynch
- Figure, “Figure and Nscale Sign Strategic Partnership,” September 3, 2026: figure.ai
- Figure, “Introducing Index,” August 25, 2026: figure.ai
- Figure, “F.02 Decommission,” September 30, 2026: figure.ai
- Figure, “Helix 2.5: Zero-Shot 30-Home Generalization”: figure.ai
All sources accessed October 24, 2026, between about 7:30 and 8:00 AM ET.
Related: More Humanoid Robots coverage · Robot companies directory
Last updated: October 24, 2026. To report an error, see our corrections page. Articles are drafted with AI assistance and reviewed and edited by an editor; see our editorial policy.
