KFY
—
Cap tier
—
Approx cap
—
Bull scenarios
0
Adverse scenarios
102
Other links
0
Modeled impact
unknown
0 explicit links; 102 public links lack move; 0 lack probability
Bull scenarios (0)
Predictions where this ticker benefits
| Pred | Role | Domain | Prediction | Predictor | Current | Move | Impact | Status |
|---|---|---|---|---|---|---|---|---|
| No data | ||||||||
Adverse scenarios (102)
Predictions where this ticker is displaced
| Pred | Domain | Prediction | Predictor | Current | Move | Impact | Mechanism |
|---|---|---|---|---|---|---|---|
| SEM_036 | AI/Cognition | World-class AI programmers will appear within 1-2 years (by 2027-2028). | Eric Schmidt | 69.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 229_001 | Robotics | Figure will put robots on its own manufacturing lines (BotQ) this year to build robots. | Brett Adcock | 62.3% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_002 | Robotics | Figure will scale out robots in industrial/commercial workforce in 2026 via its signed customers. | Brett Adcock | 56.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| SEM_049 | AI/Software | AI will soon fully automate software engineering, achieving massive cost reductions via iterative self-improvement. | Alex Wissner-Gross | 55.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 231_043 | Labor/Jobs | Lack of hiring for junior positions will cause social unrest from young people who can't get jobs. | Peter Diamandis | 51.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 241_027 | Robotics | China will win low-end robotic hardware race | Eric Schmidt | 49.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 241_012 | Labor/Jobs | Jobs impact from AI will occur at some point | Eric Schmidt | 48.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 241_030 | Labor/Jobs | Low-skilled labor of any kind gets swept up by automation | Eric Schmidt | 48.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 236_003 | Labor/Jobs | Jobs will get whisked away in many firms in 2026 | Andrew Yang | 48.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 236_023 | Labor/Jobs | AI will replace white-collar jobs: 20-50% of 70M US office workers in 12-18 months | Andrew Yang | 48.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 241_028 | Geopolitics | US losing electric vehicle industry to China was an error that will repeat in robotics unless addressed | Eric Schmidt | 47.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| SEM_037 | Labor/Jobs | For any job you can do on the other side of a screen, AI will probably be able to do it better, faster, and cheaper by next year (2026-2027). | Emad Mostaque | 47.2% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 234_042 | Macro/Economy | AI displacement will collapse the payroll tax base funding Medicare/Social Security | Peter Diamandis | 47.0% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 243_003 | Auto/Transport | By 2029, Uber will facilitate more autonomous/robotaxi rides than anyone else in the world | Dara Khosrowshahi | 45.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 238_016 | Robotics | Figure CEO Brett Adcock will appear at Abundance Summit next year (2027) with a Figure robot for Peter | Peter Diamandis | 45.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 243_045 | Auto/Transport | Joby Abu Dhabi partnership will save hours of travel time | Dara Khosrowshahi | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 236_005 | Labor/Jobs | Anthropic predicts 50% of entry-level white collar jobs automated in 1-5 years | Dario Amodei / Anthropic | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 234_034 | Labor/Jobs | Andrew Yang predicts 20-50% of 70M US white collar workers could be displaced in 1-2 years | Andrew Yang | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 232_028 | Labor/Jobs | In AI age there will be unlimited entrepreneurial opportunity; the 'only AI' displacement narrative is wrong. | Ben Horowitz | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 241_058 | Labor/Jobs | High-skilled mechanical labor will be one of the last things to go in automation | Eric Schmidt | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 232_027 | Labor/Jobs | Entry-level/couch-potato workers will find it harder to get simple jobs; but entrepreneurial opportunity is unlimited. | Ben Horowitz | 44.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 241_061 | Robotics | China robots will compete as replacement for dogs / low-cost consumer use (now; useful later) | Eric Schmidt | 44.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_008 | Biotech/Longevity | By end of 2026, Figure's robot hardware will be capable of performing what surgeons can do (teleoperated). | Brett Adcock | 43.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 243_027 | Auto/Transport | Joby end-to-end eVTOL service in Abu Dhabi launching end of 2026 | Dara Khosrowshahi | 42.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 244_006 | Auto/Transport | Joby vertiports will need to be designed for mass market with multiple vehicles landing/taking off | Dara Khosrowshahi | 42.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 236_014 | Labor/Jobs | Publicly traded companies will fire white collar workers very quickly | Andrew Yang | 42.5% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 236_025 | Real Estate | Suburban housing prices will fall as white collar workers lose jobs and sell homes | Andrew Yang | 42.4% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| SEM_041 | Robotics | At least 100,000 personal AI robots will be preordered in 2025 (driven by speech/vision/dexterity advances). | Brett Adcock | 42.3% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 238_015 | Robotics | Brent Bornick/1X to ship Peter a humanoid robot this summer (2026) | Brent Bornick | 42.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| IND_007 | Labor/Jobs | Massive 'Corporate Collapse' 2026 as legacy businesses fail to integrate GPT-5 level capabilities — specifically predicting a 1.1 million job loss event tied to this transition. AI intelligence growth by end-2026 comparable to evolutionary leap 'from a... | Dave Blundin | 42.1% | unknown | unknown | Mass displacement hits staffing + discretionary spending. |
| 230_036 | Labor/Jobs | New job categories will emerge: target designers, data rights brokers, targeting system shapers. | Alex Wissner-Gross | 40.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 237_027 | Labor/Jobs | 100 million people using OpenClaw will each start businesses hiring ~3 people, creating more jobs than FANG layoffs destroy. | Alex Finn | 40.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 243_028 | Auto/Transport | Joby eVTOL service hopefully coming to US sometime next year (2027) | Dara Khosrowshahi | 40.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 247_021 | Labor/Jobs | Net job creation likely, exotic new jobs like one-person AI conglomerates | Alex Wissner-Gross | 40.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 229_027 | Geopolitics | Figure's only serious competitive threat for humanoids is China; no US/Western player registers today. | Brett Adcock | 40.8% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_009 | Robotics | Within roughly 24 months, robots will build robots on Figure's lines. | Brett Adcock | 40.5% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_033 | Robotics | Figure will deploy robots into its new 'Grid' facility to run 24/7 starting this month with Figure 3s. | Brett Adcock | 40.4% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 238_032 | Labor/Jobs | End-state of AI is abundance and post-scarce labor — path is 'no firewall' | Alex Wissner-Gross | 40.3% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 244_028 | Macro/Economy | Labor ownership of assets is a positive direction society will move in | Dara Khosrowshahi | 39.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 248_020 | Robotics | Jevons paradox: bandwidth demand will explode as 10 billion robots and AVs need connectivity. | Peter Diamandis | 39.6% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 248_042 | Robotics | A sewing robot already exists; logistics robots will automate trillion-dollar stitching industry. | Salim Ismail | 39.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_034 | Robotics | Robot production cadence target: one robot every ~30 minutes in the near term. | Brett Adcock | 39.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 248_045 | Biotech/Longevity | Another humanoid species will emerge at some future point beyond homo sapiens. | Salim Ismail | 39.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 236_022 | Robotics | Robots will build data centers in foreseeable time frame | Andrew Yang | 38.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_022 | Robotics | Figure plans to launch an alpha in-home test robot (in Adcock's home) doing end-to-end home work during 2026. | Brett Adcock | 38.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_031 | Robotics | At some point, you'll walk out in a city (likely San Francisco first) and see more humanoids than humans. | Brett Adcock | 38.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_023 | Robotics | First Figure robot in a customer's home expected 2027-2029 timeframe. | Brett Adcock | 37.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_012 | Robotics | Every major tech company in the world will enter the humanoid robotics space. | Brett Adcock | 37.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 230_051 | Markets/Stocks | Amazon/hyperscalers will continue pouring free cash flow into AI data centers, robots and LEO satellites (opex cannibalized by capex). | Alex Wissner-Gross | 37.6% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| INF_025 | Robotics | Figure AI targets deployment of 100,000 general-purpose humanoid robots by 2029, networked to a centralized 'universal brain' capable of controlling any robot body on Earth — requiring continuous high-bandwidth DC-to-edge data streams. | Brett Adcock | 37.1% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| ROB_008 | Robotics | Humanoid robotics market will reach $5 trillion by 2050 (excluding massive secondary supply chains for repair/maintenance/support). Nearly 1 billion humanoid robots operating globally by 2050, 90% used for industrial/commercial purposes vs domestic — m... | Morgan Stanley | 37.1% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| CMQ_051 | Robotics | Humanoid robots total addressable market by 2040: lower bound 1 billion units (exceeding cars on Earth); upper bound 10+ billion units. | Brett Adcock / Elon Musk / Vinod Khosla | 37.0% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 229_016 | Robotics | Figure will scale manufacturing from thousands to tens of thousands to hundreds of thousands to millions of robots per year. | Brett Adcock | 36.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 248_018 | Labor/Jobs | Young software developer job decline is self-correcting and has reversed in recent months. | Alex Wissner-Gross | 36.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 247_056 | Labor/Jobs | Net job loss probably not; dynamism with some categories going away | Alex Wissner-Gross | 36.9% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 229_021 | Robotics | In 2027, Figure will be on the path to ship robots into users' homes and iterate. | Brett Adcock | 36.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_041 | Other | Robots will bring abundance and a 'sci-fi future' where it will 'feel like 2080 up in here.' | Brett Adcock | 36.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 242_030 | Labor/Jobs | Near-future reverse discrimination where humans need not apply for many jobs | Alex Wissner-Gross | 36.7% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 230_002 | Labor/Jobs | AI will automate away CEO labor; a few more years needed for machines to excel at unskilled manual labor. | Alex Wissner-Gross | 36.5% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 229_005 | Robotics | The global humanoid robotics industry will consolidate to far fewer than 10 players. | Brett Adcock | 36.5% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 230_021 | Robotics | Figure and Tesla will make millions, then billions of robots. | Peter Diamandis | 36.3% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 234_049 | Space | First lunar and Mars cities will be built from scratch via humanoid robot construction | Alex Wissner-Gross | 36.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 233_013 | Labor/Jobs | Not a good time to be an Uber driver as robotaxis expand. | Joe Liemandt | 35.8% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_044 | AI | Positive transfer learning will continue to emerge, meaning more diverse data makes Figure robots broadly better at many tasks. | Brett Adcock | 35.5% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| AI_030 | Robotics | By 2035, synthetic humanoid workers will physically outnumber human employees in corporate workplaces — completing the transition from partial-automation co-deployment to majority-synthetic corporate workforces. | Brett Adcock | 34.8% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 229_014 | Robotics | Figure will be able to make millions of robots via BotQ and future BotQ expansion. | Brett Adcock | 34.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 240_038 | Labor/Jobs | Amazon will be first to reach corporate singularity with more robots than humans | Jason Calacanis | 34.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 248_038 | Robotics | We will see humanoid robot threats alongside the current Sam Altman backlash. | Salim Ismail | 34.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_017 | Robotics | Long term, robot cost will fall to $10,000-$20,000 per unit. | Brett Adcock | 34.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| COD_ROB_003 | Robotics | At least two humanoid vendors exceed 1,000 cumulative deployed robots by end 2027 | Codex Research Pack | 33.1% | unknown | unknown | Codex research pack adverse exposure. |
| 229_029 | Robotics | Humanoid robots could become safer than humans by a large margin, similar to autonomous cars. | Brett Adcock | 33.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 247_045 | Robotics | 1X Neo humanoid robot will be delivered this summer 2026 | Peter Diamandis | 32.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 241_056 | Robotics | Elon Musk-style vertical integration is necessary to drive robotics costs down | Peter Diamandis | 31.8% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| COD_ROB_001 | Robotics | Figure sustains a one-robot-per-hour Figure 03 production run-rate for at least 30 consecutive days by Q4 2026 | Codex Research Pack | 30.9% | unknown | unknown | Codex research pack adverse exposure. |
| 236_020 | Robotics | No robot plumbers or HVAC repair people anytime soon | Andrew Yang | 30.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 241_002 | Robotics | Robots will take longer than digital/software systems to have impact | Eric Schmidt | 30.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 243_030 | Robotics | Multimodal delivery network will emerge: drones, sidewalk robots, bike-lane robots | Dara Khosrowshahi | 30.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_019 | Robotics | Humanoids will dominate the plurality of all robots; other form factors will be niche. | Brett Adcock | 30.4% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 238_056 | Macro/Economy | Capital itself might become mortal (capitalism may lose fights with labor for first time in history) | Alex Wissner-Gross | 30.1% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| CMQ_055 | Robotics | Multimodal voice recognition powered by generative AI will serve as the default user interface for humanoid physical workers — speak instructions, robot executes. | Brett Adcock | 29.0% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 234_036 | Labor/Jobs | Job displacement will be issue 6-10 not top 5 in 10 years; AI discoveries will dominate | Alex Wissner-Gross | 28.8% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| 235_020 | Robotics | Transition to VLA humanoid robots taking over fast food jobs in 2-3 years. | Alex Wissner-Gross | 28.7% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 234_032 | Robotics | Market for humanoids and general purpose automation will be $50 trillion | Alex Wissner-Gross | 28.6% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_018 | Robotics | In the future, everything that moves (besides humans) will be a robot. | Brett Adcock | 28.4% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_039 | Robotics | Figure will integrate additional sensors (infrared, ultraviolet, etc.) into future humanoids. | Brett Adcock | 28.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_046 | Robotics | Current Figure robots have 3-5x headroom in speed via existing actuators once software enables it. | Brett Adcock | 28.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_045 | Robotics | Figure will not differentiate by vertical form factor—general-purpose humanoid is the bet. | Brett Adcock | 28.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 247_044 | Robotics | Humanoid robots have 5-10 year lifespan before merging with environments | Mark Cuban | 28.0% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 241_029 | Robotics | Humanoid robot assembly of rockets is beyond current robots for a long time | Eric Schmidt | 27.9% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 247_043 | Robotics | Humanoid robots will be utterly transformative for 2/3 of US services sector | Alex Wissner-Gross | 26.2% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_010 | Robotics | Eventually there will be tens of billions of humanoids on planet Earth—one per human plus 5-10B in commercial workforce. | Brett Adcock | 25.8% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 236_021 | Robotics | Optimus/humanoid robots to do trades work in 3 to 8 years (Elon's vision) | Elon Musk | 24.0% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 240_037 | Auto/Transport | Amazon Zoox Robotaxi will launch in LA in 2027 | Peter Diamandis | 23.5% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 234_033 | Robotics | David Holz predicts 5 million humanoids can build Manhattan in 6 months | David Holz | 23.3% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 247_013 | Labor/Jobs | 99% of randomly selected white collar jobs could be replaced by AI today | Peter Dannenberg | 22.2% | unknown | unknown | Mass white-collar displacement cuts temp-staffing demand + office CRE occupancy simultaneously. |
| CMQ_052 | Robotics | Humanoid robot price will drop to ~$20K-$30K per unit — leased cost ~$500/month for a 24/7 robotic laborer, fundamentally altering physical-labor economics. | Brett Adcock | 22.1% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 229_037 | Energy | With humanoids, Greenland mineral extraction becomes viable even though Europeans at Davos say it's impossible. | Peter Diamandis | 20.5% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_020 | Robotics | By end of 2026, Figure will be able to drop a robot into an unseen home and do fairly long-horizon work. | Brett Adcock | 20.4% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 229_035 | Space | Humanoids will eventually be used in space (including zero-G assembly of space data centers) and other planets. | Brett Adcock | 20.4% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| CMQ_056 | AI/Compute | Small Language Model (SLM) optimizations and model-distillation techniques will enable localized humanoid reasoning with extreme power efficiency — embedded AI without cloud dependency. | Dario Amodei | 18.9% | unknown | unknown | Humanoid deployment shrinks staffing TAM. |
| 229_030 | Robotics | If Figure solved a general-purpose humanoid today, they could ship a billion robots today (demand exists). | Brett Adcock | 17.1% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |
| 235_019 | Robotics | Fast food chains will bring in humanoid robots very shortly to replace workers. | Peter Diamandis | 12.8% | unknown | unknown | Humanoid robot deployment 2028-2031 shrinks addressable staffing pool in warehouse/logistics/cleaning; staffing-firm TAM compresses. |