← Cockpit
229_032predictionAIAI-timing

Figure will ship a figure with 'personality' the user can talk to and that remembers, over the next year or two.

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
40.0%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2026-01-01 – 2028-10-31
Edges in / out
7 / 5
Tickers exposed
33

Prediction text

Figure will ship a figure with 'personality' the user can talk to and that remembers, over the next year or two. | Yeah. And um we've been really focused on getting the core building blocks built. But like over the next year or two, I think you'll see us um I think I just want a robot in my home I can talk to like remember things. Talk to my kids.

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"
Yeah. And um we've been really focused on getting the core building blocks built. But like over the next year or two, I think you'll see us um I think I just want a robot in my home I can talk to like remember things. Talk to my kids.

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 0.571

>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 40.0% → blend 40.0% 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

7 prob_history rows
0%25%50%75%100%prior 50%2026-04-302026-04-302026-05-17
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.0%

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: 5 fired ✓ · 4 pending
  1. 2026-04-30partialFigure 03 ships with persistent memory feature accessible to home users
    How: Figure 03 (or successor) shipped to alpha home customers (Brookfield etc.) with documented voice/personality interface and demonstrable cross-session memory of user preferences, schedules, locations of items
    Source: Time magazine — Figure 03 reveal explicitly notes memory feature; Brett Adcock confirms 'we want unsupervised multi-day tasks in homes' for 2026conf 85%
    Notes: PARTIAL — Figure 03 unveiled with memory architecture, but full home deployment with conversational personality + persistent memory at user-facing scale not yet shipped. Adcock 2026 Twitter prediction explicit.
  2. 2026-04-01 → 2027-06-30pendingVoice-agent persistent-memory consumer norm reaches inflection (cascade enabler)
    How: ChatGPT, Claude, Gemini, Hark all ship persistent cross-session memory enabled by default for >100M MAU — establishes social norm Figure leverages
    Source: OpenAI memory rollout 2025; Anthropic Claude memory 2026; Hark personal-intelligence framing 2026conf 80%
    Notes: Cascade — broader 'AI remembers you' UX makes the robot version less radical.
  3. 2026-06-01 → 2027-12-31pendingBrookfield home pilot publishes end-to-end demonstration: arrival, multi-day task, family interaction
    How: Figure releases multi-day Brookfield home video showing autonomous task completion + family-style conversational interaction without scripted prompts
    Source: Project Go-Big — Figure already collecting passive egocentric video from Brookfield homesconf 55%
  4. 2026-06-01 → 2028-06-30pendingHark (Adcock's new AI venture) ships personality/memory layer integrated with Figure robots
    How: Hark publicly demonstrates a personal-intelligence product line that integrates with Figure 03 in homes — specifically conversational voice with cross-session memory and named personality
    Source: The Information / RoboHorizon — Adcock launched Hark with $100M funding to build 'personal intelligence' bespoke hardware, March 2026conf 55%
  5. 2026-09-01 → 2028-10-31pendingChildren-safe interaction mode demonstrated publicly
    How: Figure publishes video or research disclosure of robot interacting safely with children in home setting, with explicit safety guard rails (Helix policy constraints, force limits)
    Source: Adcock's quote explicitly: 'talk to my kids' — direct verification targetconf 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
LBP2026-05-17T02:00:01Z40.0%+1.4pp
Network propagation: 38.6% → 40.0%
5-iter LBP, residual 0.00689 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e607fa96
LBP2026-05-10T02:00:02Z38.6%+2.9pp
Network propagation: 35.7% → 38.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z35.7%+5.7pp
Network propagation: 30.0% → 35.7%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z30.0%+9.7pp
Network propagation: 20.3% → 30.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
legacy v12026-04-30T16:13:50Z20.3%-10.0pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.203 w_in=0.38 humanoid_commercial_volume
LBP2026-04-30T02:18:57Z30.3%+10.0pp
Network propagation: 20.2% → 30.3%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef
legacy v12026-04-30T01:56:50Z20.2%-29.8pp
reference_class_assigned bayesian_v2 inside=0.500 blend=0.202 w_in=0.38 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
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.500+0.055
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.500+0.032
prereqSEM_042
2025 will be the definitive year that agentic systems finallKevin Weil
73.8%0.5000.050-0.022
prereqSEM_012
Nvidia quadrupled chip production output while only doublingJensen Huang
75.0%0.5000.050-0.016
killerTK14
Superbubble Pop (S&P 500 -40%, Moonshot Capital Evaporates)
20.0%0.0500.500+0.010

Top outgoing (children)

Predictions THIS node influences

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prereq246_017
Europa Clipper will arrive at Jupiter in 2030, conducting 50Peter Diamandis
37.7%0.6500.050-0.083
prereq247_035
Dario Amodei will solve most/all neurological diseases by enDario Amodei
38.8%0.7000.050-0.073
prereq246_016
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35.6%0.6500.050-0.062
prereq235_030
Ray Kurzweil predicts Longevity Escape Velocity (LEV) by 203Ray Kurzweil
39.2%0.7500.050-0.057
prereqSEM_034
True artificial general intelligence will be achieved betweeDemis Hassabis
28.7%0.5500.050-0.033

Ticker exposure

33 ticker(s) linked

Beneficiaries (23)

SOUNCRWVSITMNVDAARMGTLBBBAITSMAPLDCEVAAIMSFTMRVLSFTBYORCLQCOMAVGOBABAAMDGOOGLIBMAMZNMETA

Adverse (6)

WNSCHGGCTSHIBMINFYACN

Prerequisites (7)

Predictions that must hit first
TypePredTitleDomainLag
prereq238_009Recursive self-improvement is already happening now (no longer three years out)AI
prereqSEM_008Training runs costing $10 billion for a single model will commence sometime in 2025.AI
prereqSEM_0422025 will be the definitive year that agentic systems finally hit the mainstream.AI/Agents
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
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
prereq247_035Dario Amodei will solve most/all neurological diseases by end of decadeBiotech/Longevity
prereq246_017Europa Clipper will arrive at Jupiter in 2030, conducting 50 passes near Europa.Space
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereqSEM_034True artificial general intelligence will be achieved between 2032 and 2042 — 'first we solve AI, then use AI to solve everything else'.AI/AGI

Linked documents (2)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.570manifoldSkeletor is gonna reference the meme “until we meet again”?79%mentionspending2026-06-02
0.554manifoldHow many people will say happy birthday to me? [Gapped Buckets]mentionspending2026-05-08

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": "over the next year or two, I think you'll see us um I think I just want a robot in my home I can talk to like remember things. Talk to my kids.",
  "to_year": 2028,
  "verbatim": "Yeah. And um we've been really focused on getting the core building blocks built. But like over the next year or two, I think you'll see us um I think I just want a robot in my home I can talk to like remember things. Talk to my kids.",
  "conv_cues": "I think",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "next year or two",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "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": -9,
      "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": -8,
      "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": -7,
      "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": -6,
      "source_id": "238_009",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Figure 03 ships with persistent memory feature accessible to home users",
      "notes": "PARTIAL — Figure 03 unveiled with memory architecture, but full home deployment with conversational personality + persistent memory at user-facing scale not yet shipped. Adcock 2026 Twitter prediction explicit.",
      "source": "Time magazine — Figure 03 reveal explicitly notes memory feature; Brett Adcock confirms 'we want unsupervised multi-day tasks in homes' for 2026",
      "status": "partial",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://time.com/7324233/figure-03-robot-humanoid-reveal/",
      "expected_date": "2026-11-14",
      "observed_date": "2026-04-30",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Figure 03 (or successor) shipped to alpha home customers (Brookfield etc.) with documented voice/personality interface and demonstrable cross-session memory of user preferences, schedules, locations of items"
    },
    {
      "kind": "llm_post_event",
      "label": "Voice-agent persistent-memory consumer norm reaches inflection (cascade enabler)",
      "notes": "Cascade — broader 'AI remembers you' UX makes the robot version less radical.",
      "source": "OpenAI memory rollout 2025; Anthropic Claude memory 2026; Hark personal-intelligence framing 2026",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.8,
      "expected_date": "2026-11-14",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "ChatGPT, Claude, Gemini, Hark all ship persistent cross-session memory enabled by default for >100M MAU — establishes social norm Figure leverages"
    },
    {
  
... (truncated)