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
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
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
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
>10,000 unit cumulative deployment of humanoid robot SKU within 3 years of debut
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
Milestone chain
- 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 2026Source: https://en.wikipedia.org/wiki/Figure_AI — Figure 03 demonstrations of laundry/dishwasher/package sorting reported by early 2026conf 92%
- 2026-03-01 → 2026-08-31pendingHelix v3 long-horizon planning model deployed enabling multi-step home task executionHow: 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 trackedSource: https://interestingengineering.com/ai-robotics/science-fiction-become-reality-in-2026 — Figure CEO discusses memory AI and long-horizon humanoid work in 2026conf 70%
- 2026-01-01 → 2026-10-31pendingBotQ commercial-scale manufacturing facility supports alpha unit productionHow: Figure's BotQ facility produces at least 100 Figure 03 units to support alpha home testing and commercial pilotsSource: https://sacra.com/c/figure-ai/ — Figure manufacturing scale-up plans BotQconf 60%
- 2026-04-01 → 2026-09-30pendingFigure begins alpha home test program — robot enters Adcock's residence for end-to-end household workHow: 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 interviewSource: https://www.emarketer.com/content/figure-ai-testing-humanoid-robots-homes — Figure AI to begin testing humanoid robots in homesconf 78%
- 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 programSource: https://metatrends.substack.com/p/figures-general-purpose-robot-why — measurement framework for home robot alpha (interventions metric)conf 55%
What if this resolves?
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
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
}Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | SEM_041 At least 100,000 personal AI robots will be preordered in 20 — Brett Adcock | 42.3% | 0.550 | 0.050 | -0.124 |
| killer | TK08 Humanoid Capital Collapse (Figure/Apptronik Flop) | 22.0% | 0.050 | 0.550 | +0.058 |
| prereq | SEM_008 Training runs costing $10 billion for a single model will co — Dario Amodei | 76.9% | 0.550 | 0.050 | +0.048 |
| prereq | SEM_012 Nvidia quadrupled chip production output while only doubling — Jensen Huang | 75.0% | 0.550 | 0.050 | +0.039 |
| prereq | SEM_042 2025 will be the definitive year that agentic systems finall — Kevin Weil | 73.8% | 0.550 | 0.050 | +0.032 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 235_019 Fast food chains will bring in humanoid robots very shortly — Peter Diamandis | 12.8% | 0.650 | 0.050 | +0.156 |
| prereq | 240_037 Amazon Zoox Robotaxi will launch in LA in 2027 — Peter Diamandis | 23.5% | 0.650 | 0.050 | +0.049 |
| prereq | 247_043 Humanoid robots will be utterly transformative for 2/3 of US — Alex Wissner-Gross | 26.2% | 0.500 | 0.050 | -0.037 |
| prereq | 241_029 Humanoid robot assembly of rockets is beyond current robots — Eric Schmidt | 27.9% | 0.600 | 0.050 | -0.015 |
| prereq | 236_021 Optimus/humanoid robots to do trades work in 3 to 8 years (E — Elon Musk | 24.0% | 0.500 | 0.050 | -0.014 |
Ticker exposure
Beneficiaries (24)
Adverse (5)
Prerequisites (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_008 | Training runs costing $10 billion for a single model will commence sometime in 2025. | AI | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_042 | 2025 will be the definitive year that agentic systems finally hit the mainstream. | AI/Agents | — |
| prereq | SEM_041 | At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity advances). | Robotics | — |
| killer | TK08 | Humanoid Capital Collapse (Figure/Apptronik Flop) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 235_019 | Fast food chains will bring in humanoid robots very shortly to replace workers. | Robotics | — |
| prereq | 240_037 | Amazon Zoox Robotaxi will launch in LA in 2027 | Auto/Transport | — |
| prereq | 241_029 | Humanoid robot assembly of rockets is beyond current robots for a long time | Robotics | — |
| prereq | 247_043 | Humanoid robots will be utterly transformative for 2/3 of US services sector | Robotics | — |
| prereq | 236_021 | Optimus/humanoid robots to do trades work in 3 to 8 years (Elon's vision) | Robotics | — |
Linked documents (2)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.596 | manifold | What is the green mop 2026 cutoff? | — | mentions | pending | 2026-04-27 |
| 0.570 | manifold | What time will my 13 year old son leave the house for his paper round on Wednesday 13th May? | — | mentions | pending | 2026-05-11 |
Raw metadata
{
"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",
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"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)