← Cockpit
229_022predictionRoboticshumanoids

Figure plans to launch an alpha in-home test robot (in Adcock's home) doing end-to-end home work during 2026.

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
38.2%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2026-10-31
Edges in / out
5 / 5
Tickers exposed
29

Prediction text

Figure plans to launch an alpha in-home test robot (in Adcock's home) doing end-to-end home work during 2026. | in 26 we launch we launched a robot to do like end to end home work like an alpha testing like in my home to do like full like mopping cleaning full scale like you know long horizon work

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"
in 26 we launch we launched a robot to do like end to end home work like an alpha testing like in my home to do like full like mopping cleaning full scale like you know long horizon work

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 0.583

>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 38.2% → blend 38.2% 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%2026-04-302026-05-022026-05-24
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 38.2%

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: 4 fired ✓ · 1 overdue ⏱ · 3 pending
  1. 2026-02-28overdueFigure 03 unveiled with home-focused dexterity stack (Helix VLA, washing/dishwasher/laundry demos)
    How: Figure publicly demonstrates Figure 03 humanoid completing at least 2 distinct home tasks (laundry loading, dishwasher, package sorting, etc.) in publicly released video before end of Q1 2026
    Source: https://en.wikipedia.org/wiki/Figure_AI — Figure 03 demonstrations of laundry/dishwasher/package sorting reported by early 2026conf 92%
  2. 2026-03-01 → 2026-08-31pendingHelix v3 long-horizon planning model deployed enabling multi-step home task execution
    How: Figure publishes technical blog/paper demonstrating Helix VLA capable of >5-minute autonomous task chains (e.g., load laundry then start machine then fold) with human-intervention metric tracked
    Source: https://interestingengineering.com/ai-robotics/science-fiction-become-reality-in-2026 — Figure CEO discusses memory AI and long-horizon humanoid work in 2026conf 70%
  3. 2026-01-01 → 2026-10-31pendingBotQ commercial-scale manufacturing facility supports alpha unit production
    How: Figure's BotQ facility produces at least 100 Figure 03 units to support alpha home testing and commercial pilots
    Source: https://sacra.com/c/figure-ai/ — Figure manufacturing scale-up plans BotQconf 60%
  4. 2026-04-01 → 2026-09-30pendingFigure begins alpha home test program — robot enters Adcock's residence for end-to-end household work
    How: Figure officially announces in-home alpha testing has commenced with Figure robot operating in Brett Adcock's home performing long-horizon multi-task chores (cleaning, mopping, laundry); confirmed via Figure blog/X post or media interview
    Source: https://www.emarketer.com/content/figure-ai-testing-humanoid-robots-homes — Figure AI to begin testing humanoid robots in homesconf 78%
  5. 2026-06-01 → 2026-12-31pendingFigure publishes early intervention metrics from home alpha (interventions per hour or per task)
    How: Figure releases at least one quantitative report with intervention-per-hour or task-success-rate metric from home alpha testing program
    Source: https://metatrends.substack.com/p/figures-general-purpose-robot-why — measurement framework for home robot alpha (interventions metric)conf 55%

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: 38%)

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
LBP2026-05-24T02:00:02Z38.2%+1.4pp
Network propagation: 36.8% → 38.2%
4-iter LBP, residual 0.01000 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 806b02f8
LBP2026-05-17T02:00:01Z36.8%+2.8pp
Network propagation: 34.0% → 36.8%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z34.0%+5.6pp
Network propagation: 28.4% → 34.0%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z28.4%+9.7pp
Network propagation: 18.7% → 28.4%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
metadata_milestone_miss_sweep2026-05-02T22:07:21Z18.7%-15.5pp
metadata_milestone_miss_sweep bayesian_v2 n=1 inside=0.280 blend=0.187 LLR=-0.288 κ=0.77 w_in=0.58 humanoid_commercial_volume
Raw metadata
{
  "trf": 0.5976179033649615,
  "kappa": 0.7727,
  "base_rate": 0.1,
  "predictor": "Brett Adcock",
  "total_llr": -0.4054651081081644,
  "grace_days": 7,
  "bayesian_v2": true,
  "prior_logit": -0.6541765981616383,
  "bayes_factor": "1.3:1 against",
  "blend_reason": "blend 58% inside / 41% outside (TRF=0.598, base_rate=0.100 from humanoid_commercial_volume)",
  "inside_prior": 0.34204896863955886,
  "kappa_source": "predictor_table",
  "n_milestones": 1,
  "blend_applied": true,
  "contributions": [
    {
      "llr": -0.4054651081081644,
      "kind": "llm_pre_event",
      "kappa": 0.7108840000000001,
      "label": "Figure 03 unveiled with home-focused dexterity stack (Helix VLA, washing/dishwasher/laundry demos)",
      "weight": 0.4,
      "strength": "weak",
      "confidence": 0.92,
      "source_url": null,
      "adjusted_llr": -0.28823865791236436,
      "expected_date": "2026-02-28",
      "measurement_criterion": "Figure publicly demonstrates Figure 03 humanoid completing at least 2 distinct home tasks (laundry loading, dishwasher, package sorting, etc.) in publicly released video before end of Q1 2026"
    }
  ],
  "evidence_kind": "metadata_milestone_miss_sweep",
  "inside_source": "history_v2",
  "inside_weight": 0.5816674676445269,
  "outside_weight": 0.4183325323554731,
  "posterior_prob": 0.18734682869147265,
  "posterior_logit": -0.9424152560740027,
  "predictor_brier": 0.00405,
  "inside_posterior": 0.2804127303840009,
  "blended_posterior": 0.18734682869147265,
  "reference_class_id": "humanoid_commercial_volume",
  "total_adjusted_llr": -0.28823865791236436,
  "predictor_n_resolved": 6
}
LBP2026-04-30T16:39:51Z34.2%+5.8pp
Network propagation: 28.4% → 34.2%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z28.4%-6.3pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.284 w_in=0.53 humanoid_commercial_volume
LBP2026-04-30T02:18:57Z34.7%+6.4pp
Network propagation: 28.3% → 34.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z28.3%-26.7pp
reference_class_assigned bayesian_v2 inside=0.550 blend=0.283 w_in=0.53 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

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereqSEM_041
At least 100,000 personal AI robots will be preordered in 20Brett Adcock
42.3%0.5500.050-0.124
killerTK08
Humanoid Capital Collapse (Figure/Apptronik Flop)
22.0%0.0500.550+0.058
prereqSEM_008
Training runs costing $10 billion for a single model will coDario Amodei
76.9%0.5500.050+0.048
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5500.050+0.039
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5500.050+0.032

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq235_019
Fast food chains will bring in humanoid robots very shortly Peter Diamandis
12.8%0.6500.050+0.156
prereq240_037
Amazon Zoox Robotaxi will launch in LA in 2027Peter Diamandis
23.5%0.6500.050+0.049
prereq247_043
Humanoid robots will be utterly transformative for 2/3 of USAlex Wissner-Gross
26.2%0.5000.050-0.037
prereq241_029
Humanoid robot assembly of rockets is beyond current robots Eric Schmidt
27.9%0.6000.050-0.015
prereq236_021
Optimus/humanoid robots to do trades work in 3 to 8 years (EElon Musk
24.0%0.5000.050-0.014

Ticker exposure

29 ticker(s) linked

Beneficiaries (24)

LYSCFSERVFANUYMPNVDAHSEHYRNSHFALNTCGNXIRBTUSARSYMMIELYAMZNBYDDYHYMTFIFNNYABBNYPHSTMTELTERTSLATXN

Adverse (5)

RHIMANKELYAKFYTNET

Prerequisites (5)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.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
prereqSEM_041At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity advances).Robotics
killerTK08Humanoid Capital Collapse (Figure/Apptronik Flop)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq235_019Fast food chains will bring in humanoid robots very shortly to replace workers.Robotics
prereq240_037Amazon Zoox Robotaxi will launch in LA in 2027Auto/Transport
prereq241_029Humanoid robot assembly of rockets is beyond current robots for a long timeRobotics
prereq247_043Humanoid robots will be utterly transformative for 2/3 of US services sectorRobotics
prereq236_021Optimus/humanoid robots to do trades work in 3 to 8 years (Elon's vision)Robotics

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.596manifoldWhat is the green mop 2026 cutoff?mentionspending2026-04-27
0.570manifoldWhat time will my 13 year old son leave the house for his paper round on Wednesday 13th May?mentionspending2026-05-11

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=S_fXhVT67Uw",
  "mode": "PREDICTION",
  "role": "Guest-CEO",
  "context": "um young earliest latest window. We we we pro I think last year I said in you know in this year in 2020 um in 2025 we uh in 26 we launch we launched a robot to do like end to end home work like an alpha testing like in my home to do like full like mopping cleaning full scale like you know long horizon work",
  "to_year": 2026,
  "verbatim": "in 26 we launch we launched a robot to do like end to end home work like an alpha testing like in my home to do like full like mopping cleaning full scale like you know long horizon work",
  "conv_cues": "we launch",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity advances).",
      "status": "partial",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "SEM_041",
      "expected_date": "2025-11-30",
      "observed_date": "2025-11-30"
    },
    {
      "kind": "llm_pre_event",
      "label": "Figure 03 unveiled with home-focused dexterity stack (Helix VLA, washing/dishwasher/laundry demos)",
      "source": "https://en.wikipedia.org/wiki/Figure_AI — Figure 03 demonstrations of laundry/dishwasher/package sorting reported by early 2026",
      "status": "overdue",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.92,
      "expected_date": "2026-02-28",
      "miss_emitted_at": "2026-05-02T22:07:21.384228+00:00",
      "miss_emitted_by": "metadata_milestone_sweep",
      "research_origin": "deep_research",
      "measurement_criterion": "Figure publicly demonstrates Figure 03 humanoid completing at least 2 distinct home tasks (laundry loading, dishwasher, package sorting, etc.) in publicly released video before end of Q1 2026"
    },
    {
      "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": -6,
      "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": -5,
      "source_id": "SEM_008",
      "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": -4,
      "source_id": "SEM_042",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_post_event",
      "label": "Helix v3 long-horizon planning model deployed enabling multi-step home task execution",
      "source": "https://interestingengineering.com/ai-robotics/science-fiction-become-reality-in-2026 — Figure CEO discusses memory AI and long-horizon humanoid work in 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2026-05-31",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-08-31",
        "from": "2026-03-01"
      },
      "measurement_criterion": "Figure publishes technical blog/paper demonstrating Helix VLA capable of >5-minute autonomous task chains (e.g., load laundry then start machine then fold) with human-intervention metric tracked"
    },
    {
      "kind": "llm_post_event",
      "label": "BotQ commercial-scale manufacturing facility supports alpha unit production",
      "source": "https://sacra.com/c/figure-ai/ — Fig
... (truncated)