← Cockpit
229_015predictionRoboticsAI-timing

The current Figure facility will top out around 50,000 units per year at full capacity.

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

Prior probability
55.0%
Current probability
42.6%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-06-01 – 2026-06-30
Edges in / out
8 / 5
Tickers exposed
33

Prediction text

The current Figure facility will top out around 50,000 units per year at full capacity. | this facility will top out 50,000 a little under 50,000 units a year at full full capacity.

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"
this facility will top out 50,000 a little under 50,000 units a year at full full capacity.

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: humanoid_commercial_volume

Linked via embedding similarity 0.585

>10,000 unit cumulative deployment of humanoid robot SKU within 3 years of debut

Base rate
10.0%
0/3 historical
Inside weight
Outside weight
no pull
inside 42.6% → blend 42.6% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

9 prob_history rows
0%25%50%75%100%prior 55%2026-04-302026-04-302026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 42.6%

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: 7 fired ✓
  1. 2026-03-15hitFigure publicly states 50,000 units/yr capacity target for Sunnyvale BotQ
    How: Brett Adcock or Figure officially announces 50,000-units-per-year nameplate capacity goal for the Sunnyvale BotQ facility
    Source: https://www.therobotreport.com/figure-ai-unveils-botq-high-volume-humanoid-manufacturing-facility/ — BotQ targets 50,000 units/yrconf 99%
    Notes: HIT — Figure publicly confirms 50K-unit annual target for current facility (with 12K initial line).
  2. 2026-04-15hitBotQ achieves one-robot-per-hour cadence (24x prior throughput)
    How: Figure publishes data showing BotQ producing one Figure 03 every hour, sustained over a measurement window
    Source: https://www.humanoidsdaily.com/news/24x-throughput-figure-scales-manufacturing-to-one-robot-per-hourconf 99%
  3. 2026-06-01 → 2026-12-31pendingBotQ second production line commissioned (push beyond 12K nameplate to 50K)
    How: Figure announces commissioning of a second concurrent production line at Sunnyvale BotQ, taking annualized capacity above the initial 12K limit toward the 50K target
    Source: Figure AI press, Brett Adcock public statementsconf 55%
    Notes: First-gen line is 12K/yr; getting to 50K requires multiple lines or significant takt-time reduction.
  4. 2026-08-01 → 2027-06-30pendingFigure announces second/Baku/secondary facility for additional capacity beyond Sunnyvale
    How: Figure publicly announces or breaks ground on a second high-volume manufacturing facility outside Sunnyvale (would imply Sunnyvale alone caps near 50K consistent with Adcock claim)
    Source: Figure AI public communicationsconf 45%
    Notes: If Figure builds a second facility for the 100K 4-yr target, validates Sunnyvale tops out near 50K.
  5. 2027-01-01 → 2027-12-31pendingAnnualized run-rate at BotQ exceeds 30,000 units (≥60% of 50K cap)
    How: BotQ achieves sustained one-robot-per-30-min cadence (~17,500 units/yr per line × 2 lines) or equivalent monthly disclosure showing >2,500 units/month
    Source: Figure AI announcementsconf 40%
    Notes: Crossing 30K validates the 50K topping-out claim; staying below 30K could indicate prediction tracks the lower end.

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: 43%)

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
LBP2026-05-24T02:00:02Z42.6%+2.0pp
Network propagation: 40.5% → 42.6%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z40.5%+4.0pp
Network propagation: 36.5% → 40.5%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z36.5%+7.7pp
Network propagation: 28.8% → 36.5%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z28.8%+12.3pp
Network propagation: 16.5% → 28.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
legacy v12026-04-30T19:17:54Z16.5%-14.0pp
intake:99aa73db-75b1-4b1e-8470-a11f87b23937 bayesian_v2 inside=0.428 blend=0.165 LLR=0.536 κ=0.77 w_in=0.30 humanoid_commercial_volume
LBP2026-04-30T16:39:51Z30.5%+11.9pp
Network propagation: 18.6% → 30.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z18.6%-12.3pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.186 w_in=0.30 humanoid_commercial_volume
LBP2026-04-30T02:18:57Z30.9%+12.3pp
Network propagation: 18.6% → 30.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z18.6%-36.4pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.186 w_in=0.30 humanoid_commercial_volume

Network propagation neighbors

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

Top incoming (parents)

Edges that influence THIS node's belief

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killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.550+0.074
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.550+0.049
prereq234_012
Anthropic revenue will cross OpenAI revenue in middle of 202Peter Diamandis
67.1%0.5500.050-0.043
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.550+0.024
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050-0.012

Top outgoing (children)

Predictions THIS node influences

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prereq231_013
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35.4%0.6200.050-0.055
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35.9%0.6500.050-0.046
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31.4%0.5500.050-0.045
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39.2%0.7500.050-0.037
prereq232_055
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35.5%0.7000.050-0.021

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (8)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereq234_012Anthropic revenue will cross OpenAI revenue in middle of 2026Markets/Stocks
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
killerTK14Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_030Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 2033.Biotech/Longevity
prereq232_055We're exiting the industrial age permanently as recursive self-improvement unfolds.AI
prereq241_043ASI will arrive within 2 years to 5 years to this next decadeAI
prereq231_013Math is cooked (will be solved), physics cooked, biology char broiled.AI
prereqCMQ_002By 2028, AI systems will reach 'independent researcher' level — driving autonomous scientific discoveries without human intervention.AI

Linked documents (4)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.750codex_research_packFigure - Ramping Figure 03 Productioncorroboratespending2026-04-29
0.750codex_research_packFigure - BotQ: A High-Volume Manufacturing Facility for Humanoid Robotscorroboratespending2025-03-16
0.594manifoldWill Vic NEM 2027 annual average wholesale price exceed A$105/MWh?35%mentionspending2026-05-04
0.585manifoldHow many members will Reform UK have at the start of 2029?mentionspending2026-05-02

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "~50,000 units/year",
  "url": "https://www.youtube.com/watch?v=S_fXhVT67Uw",
  "mode": "FORECAST",
  "role": "Guest-CEO",
  "context": "that facility can support about four lines. Each line can do about 12,000 units a year. So a little under 50,000 units a year... this facility will top out 50,000 a little under 50,000 units a year at full full capacity.",
  "to_year": 2027,
  "verbatim": "this facility will top out 50,000 a little under 50,000 units a year at full full capacity.",
  "conv_cues": "will top out",
  "direction": "NUMERIC_TARGET",
  "from_year": 2026,
  "timeframe": "at full capacity (near-term)",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Figure publicly states 50,000 units/yr capacity target for Sunnyvale BotQ",
      "notes": "HIT — Figure publicly confirms 50K-unit annual target for current facility (with 12K initial line).",
      "source": "https://www.therobotreport.com/figure-ai-unveils-botq-high-volume-humanoid-manufacturing-facility/ — BotQ targets 50,000 units/yr",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.therobotreport.com/figure-ai-unveils-botq-high-volume-humanoid-manufacturing-facility/",
      "expected_date": "2026-03-15",
      "observed_date": "2026-03-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Brett Adcock or Figure officially announces 50,000-units-per-year nameplate capacity goal for the Sunnyvale BotQ facility"
    },
    {
      "kind": "llm_pre_event",
      "label": "BotQ achieves one-robot-per-hour cadence (24x prior throughput)",
      "source": "https://www.humanoidsdaily.com/news/24x-throughput-figure-scales-manufacturing-to-one-robot-per-hour",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.humanoidsdaily.com/news/24x-throughput-figure-scales-manufacturing-to-one-robot-per-hour",
      "expected_date": "2026-04-15",
      "observed_date": "2026-04-15",
      "research_origin": "deep_research",
      "measurement_criterion": "Figure publishes data showing BotQ producing one Figure 03 every hour, sustained over a measurement window"
    },
    {
      "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": -5,
      "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": -4,
      "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": -3,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "2025 will be the definitive year that agentic systems finally hit the mainstream.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -2,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Recursive self-improvement is already happening now (no longer three years out)",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -1,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "event",
      "label": "The current Figure facility will top out around
... (truncated)