← Cockpit
229_009predictionRoboticshumanoids

Within roughly 24 months, robots will build robots on Figure's lines.

Predictor: Brett Adcock · ep#229 "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229" · source

Prior probability
50.0%
Current probability
40.5%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-01-01 – 2028-08-31
Edges in / out
6 / 5
Tickers exposed
29

Prediction text

Within roughly 24 months, robots will build robots on Figure's lines. | And so like there is really no um and then you know we will be at a point I hope in 24 months where the all the robots will build all the robots.

Watch events: Figure 03 shipment volume; BMW, 2nd customer deployment count

Verbatim quote

From episode "The Humanoid Takeover: $50T Market, Figure's Full Body Autonomy, and Robots in Dorms #229"
And so like there is really no um and then you know we will be at a point I hope in 24 months where the all the robots will build all the robots.

Predictor: Brett Adcock

κ + Brier as of 2026-05-22
κ (discount)
0.773
Brier
0.0040
excellent
Hits / Misses
5 / 0
of 6 resolved
Hit rate
83.3%
Calibration plot (stated vs observed)

Evidence about this node from Brett Adcock is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.5%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 8 fired ✓ · 2 pending
  1. 2025-10-15hitFigure 03 enters production with manufacturing-cost optimized design
    How: Figure announces Figure 03 (third-gen) commercial release with cost-optimized BOM and target unit economics enabling >=10,000 unit annual production
    Source: https://www.figure.ai/news/production-at-bmwconf 90%
  2. 2025-12-31hitFigure 02 logs >=1,250 hours on BMW Spartanburg active assembly line
    How: Figure AI press release or BMW Group disclosure confirms Figure 02 robots accumulated >=1,000 hours on active production line with measured contribution to vehicle output
    Source: https://www.figure.ai/news/production-at-bmwconf 95%
  3. 2026-04-15hitFigure 02 helps produce >=30,000 BMW X3 vehicles via sheet-metal loading
    How: Joint Figure/BMW disclosure confirms >=20,000 vehicles produced where Figure 02 contributed to material-handling/assembly tasks on active line, with >=50,000 parts loaded
    Source: https://humanoidroboticstechnology.com/industry-news/figure-humanoid-robots-contributed-to-the-production-of-30000-cars-at-bmw/conf 95%
  4. 2026-09-01 → 2027-12-31pendingHumanoid robot deployed in another humanoid's manufacturing line (robots-build-robots first instance)
    How: Figure, Tesla Optimus, Apptronik, or comparable humanoid robot manufacturer demonstrates a humanoid robot performing >=1 production task in own factory's robot assembly line, with video / press disclosure
    Source: https://www.bmwgroup.com/en/news/general/2026/humanoid-robot-in-leipzig.htmlconf 75%
  5. 2027-06-01 → 2028-06-06pendingHumanoid manufacturing line where >=20% of assembly steps are performed by other humanoids
    How: Public factory tour, press release, or independent verification that humanoid robot manufacturer's assembly line uses humanoid robots for >=20% of assembly steps (by count or labor-hours)
    Source: https://www.press.bmwgroup.com/global/article/detail/T0455864EN/bmw-group-to-deploy-humanoid-robots-in-production-in-germany-for-the-first-time?language=enconf 55%
  6. 2028-01-01 → 2029-12-31pendingCascade: First fully-autonomous humanoid-built humanoid (recursive manufacturing)
    How: First documented case of a humanoid robot fully assembled (>=95% of operations) by other humanoid robots without human intervention from sub-assembly to final test, certified by independent observer
    Source: https://www.assemblymag.com/articles/99678-humanoid-robots-complete-trial-project-at-bmw-assembly-plantconf 30%

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 40%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-10T02:00:02Z40.5%-1.4pp
Network propagation: 41.9% → 40.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z41.9%-2.1pp
Network propagation: 43.9% → 41.9%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z43.9%-2.7pp
Network propagation: 46.7% → 43.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z46.7%-3.3pp
Network propagation: 50.0% → 46.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5000.050-0.055
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.027
prereq235_002
Anthropic will exceed OpenAI in revenue this year (2026).Dave Blundin
74.6%0.5000.050-0.023
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.020
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5000.050-0.012

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq243_003
By 2029, Uber will facilitate more autonomous/robotaxi ridesDara Khosrowshahi
45.9%0.6000.050-0.192
prereq230_021
Figure and Tesla will make millions, then billions of robotsPeter Diamandis
36.3%0.6000.050-0.095
prereq236_021
Optimus/humanoid robots to do trades work in 3 to 8 years (EElon Musk
24.0%0.5000.050-0.012
prereq241_029
Humanoid robot assembly of rockets is beyond current robots Eric Schmidt
27.9%0.6000.050-0.012
prereq235_032
Elon Musk predicted Optimus will be your surgeon in 3 years.Elon Musk
16.3%0.3500.050+0.005

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (6)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
prereq235_002Anthropic will exceed OpenAI in revenue this year (2026).AI
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq241_029Humanoid robot assembly of rockets is beyond current robots for a long timeRobotics
prereq243_003By 2029, Uber will facilitate more autonomous/robotaxi rides than anyone else in the worldAuto/Transport
prereq230_021Figure and Tesla will make millions, then billions of robots.Robotics
prereq236_021Optimus/humanoid robots to do trades work in 3 to 8 years (Elon's vision)Robotics
prereq235_032Elon Musk predicted Optimus will be your surgeon in 3 years.Robotics

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2028-12-31[Robotics 2028-12] ume; BMW, 2nd customer deployment count [229_009] Figure 03 shipment volume; BMW, 2nd customer deployment countpending

Linked documents (1)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.738manifoldHow long will Figure's F.03 Robots Run Without Failure? [Polymarket]mentionspending2026-05-15

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "100% robot-built",
  "url": "https://www.youtube.com/watch?v=S_fXhVT67Uw",
  "mode": "ASPIRATION",
  "role": "Guest-CEO",
  "caveats": "aspiration",
  "context": "I mean, you're basically building like a replica of a human that's really cheap that works 24/7. And so like there is really no um and then you know we will be at a point I hope in 24 months where the all the robots will build all the robots.",
  "to_year": 2028,
  "verbatim": "And so like there is really no um and then you know we will be at a point I hope in 24 months where the all the robots will build all the robots.",
  "conv_cues": "I hope",
  "direction": "HAPPEN",
  "from_year": 2028,
  "timeframe": "in 24 months",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Figure 03 enters production with manufacturing-cost optimized design",
      "source": "https://www.figure.ai/news/production-at-bmw",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -10,
      "source_id": null,
      "confidence": 0.9,
      "expected_date": "2025-10-15",
      "observed_date": "2025-10-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Figure announces Figure 03 (third-gen) commercial release with cost-optimized BOM and target unit economics enabling >=10,000 unit annual production"
    },
    {
      "kind": "llm_pre_event",
      "label": "Figure 02 logs >=1,250 hours on BMW Spartanburg active assembly line",
      "source": "https://www.figure.ai/news/production-at-bmw",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -9,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2025-12-31",
      "observed_date": "2025-12-31",
      "research_origin": "deep_research",
      "measurement_criterion": "Figure AI press release or BMW Group disclosure confirms Figure 02 robots accumulated >=1,000 hours on active production line with measured contribution to vehicle output"
    },
    {
      "kind": "llm_pre_event",
      "label": "Figure 02 helps produce >=30,000 BMW X3 vehicles via sheet-metal loading",
      "source": "https://humanoidroboticstechnology.com/industry-news/figure-humanoid-robots-contributed-to-the-production-of-30000-cars-at-bmw/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.95,
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Joint Figure/BMW disclosure confirms >=20,000 vehicles produced where Figure 02 contributed to material-handling/assembly tasks on active line, with >=50,000 parts loaded"
    },
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -6,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -5,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -4,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "lab
... (truncated)