The problem
Factories and warehouses can't find or keep enough workers for repetitive, physical tasks
What they do
General-purpose humanoid robots and Helix AI for factories, logistics and homes
Traction Revenue undisclosed (est. low tens of $M); BMW and Catalyst Brands pilots; ~740 robots built (CEO claim)
Hiring trend
- Open roles
- 104
- Ops roles
- 4
- Headcount
- ~660-955 (about 314 salaried; rest hourly/contract, per CEO Jun 2026)
Headcount ~415 → ~955 YoY on LinkedIn (+130%); open roles 124 → 104 Aug–Sep 2026, ~100 now
Hiring in
- San Jose
- São Paulo
- Mexico City
Latest news
Oct 2026
Nvidia reportedly discussing another $1B as Figure seeks ~$1.5B near $39B valuation ↗Glassdoor
4.3 ★ 8 reviews ↗Funding
- Last round
- $1B+
- Stage
- Series C
- Date
- Sep 2025
Led by Parkway Venture Capital
- Hiring+2104 open roles on the live job board (30+ roles = +2)
- Funding recency+1Series C · $1B+, Sep 2025 (13 months ago): 12–24 months = +0.5, $100M+ round +0.5
- Traction+0.75Some growth: Revenue undisclosed (est. low tens of $M); BMW and Catalyst Brands pilots; ~740 robots built (CEO claim)
- Red flags−11 significant flag in the last 24 months, −1 eachNov 2025 whistleblower suit: ex-head of product safety says he was fired after warning robots could fracture a skull; Figure denies and countersued, case ongoing. Press scrutiny of commercial claims: BMW said no Figure robots were running at Spartanburg in Nov 2025, and $39B valuation rests on near-zero disclosed revenue.CNBC: Figure AI sued by whistleblower over robot safety (Nov 2025) ↗ · Justia docket: Gruendel v. Figure AI, N.D. Cal. 5:25-cv-10094 ↗ · The Filament: Figure left Spartanburg; BMW task still manual (May 2026) ↗ · The Inference: BMW counted Figure robots one at a time (Oct 2026) ↗
- Total2.752 + 1 + 0.75 − 1 = 2.75 → Steady (1.5–3.49)
Distance (10K) is a separate read on how long the lead can last. It doesn't change the score.
Distance
10K · edge: learns from use
Best-funded US humanoid maker with its own BotQ factory and Helix fleet data, but no category lead by revenue yet against Tesla Optimus, Agility, Apptronik and cheaper Chinese rivals, and a $3.5B compute commitment against ~$1.9B raised is heavy burn exposure.
Sources: Forbes: Figure commits $3.5B to Nscale for up to 100,000 Nvidia GPUs (Sep 2026) ↗ · Figure: Series C at $39B post-money (Sep 2025) ↗
Watch-outs
Nov 2025 whistleblower suit: ex-head of product safety says he was fired after warning robots could fracture a skull; Figure denies and countersued, case ongoing. Press scrutiny of commercial claims: BMW said no Figure robots were running at Spartanburg in Nov 2025, and $39B valuation rests on near-zero disclosed revenue.
Sources: CNBC: Figure AI sued by whistleblower over robot safety (Nov 2025) ↗ · Justia docket: Gruendel v. Figure AI, N.D. Cal. 5:25-cv-10094 ↗ · The Filament: Figure left Spartanburg; BMW task still manual (May 2026) ↗ · The Inference: BMW counted Figure robots one at a time (Oct 2026) ↗
Last checked Oct 25, 2026