Figure

No single number decides. Layers can disagree — that's the point. New to this? →

The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.

• SEC Form D — secondary demand 3 signals · latest 2026-08-25
• TLS certificate transparency 3 signals · latest 2026-08-03
• Federal contract awards 5 signals · latest 2024-12-03

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• neutral assessment David Friedberg

  If the founder tweets, you know, this is not a test and the BMW says it isn't, it is a test. Then the person who bought the shares at 39 billion can get a lawyer and then say, Hey, I want my money back because you said it wasn't a test. BMW said it is. That is the ultimate, ultimate way you can buy shares in a company with an option to get your money back.

• neutral assessment David Friedberg

  Like BMW is their number one customer. Right. This raise is happening because of that BMW relationship. When you look at those SPVs, the people investing in the SPVs, are investing because they're seeing those tweets from the founder.

• bearish criticism David Friedberg

  figure at 39 billion does not make a lot of sense to me. That's a pre revenue company, right? Yep. So that's the one that stands out.

• neutral fact_claim Unattributed

  they did a conversation so it did voice recognition of him asking i need some i want something to eat the robot assessed what's on the table and i guess assumed the only thing edible on the table is the apple

• neutral fact_claim Unattributed

  The Figure O2, its second generation robot, was announced in August, and it's already done some testing inside of a BMW factory, so it actually has some on-the-job experience.

• neutral fact_claim Unattributed

  Parkway Venture Capital, Intel Capital, Manhattan Venture Partners, Microsoft, NVIDIA, OpenAI, Samsung.

• neutral fact_claim Unattributed

  they have raised, by my understanding, about $854 million for this project.

• bullish assessment David Friedberg

  hosting their code for others to you hosting it yeah so you know just like wordpress like you could literally take the wordpress code put up a server and do all that but if you want the latest version you want faster servers you want somebody doing the security and the operations and upgrading it and installing the patches you just go with the hosted version and the cost of you uh managing your own reflection ai servers uh if you're doing something small to mid-size is greater than having the re

• neutral fact_claim Unattributed

  they raised two billion at an eight billion dollar valuation that's a massive 15x jump from the 545 million dollar valuation they clocked just seven months ago that's according to tech crunch uh the company was founded in march 2024 by former google staffers including misha laskin who led reward modeling for deep minds gemini project and ianis and tanaglu who co-created alpha go so they are very similar to what deep seek's doing they're building open source ai models they're trying to make them

• bullish endorsement David Sacks

  great to see more american open source ai models a meaningful segment of the global market will prefer the cost customizability and control of the open source that open source offers we want the us to win this category too

• bullish fact_claim Unattributed

  they have great recommendation algorithms already built into spotify

• bullish assessment Unattributed

  i think the the best done integration the other ones were impressive but i think spotify has a great ui

• bullish endorsement Unattributed

  good job by the team over at spotify and um yeah i will say that spotify was

• mixed criticism Unattributed

  i love this because one of my first use cases when using these llms was to say hey i'm a big fan of mark knoffler and uh what other artists would be similar and it told me about this artist chris ray and then i got into chris ray and went down that rabbit hole and it never made that connection for me on spotify so they must have ingested all of this information or all the information on the web and then they've normalized it and you can take action

• bullish endorsement Unattributed

  it's amazing you can give it like three or four very granular instructions and it will follow so i was like find me the most popular songs that appeared originally on 90s movie soundtracks and don't include any other songs that i have on any other playlist and like instantly it followed all those instructions so you can really like start thinking layers deep about what kinds of music you want it to find and it'll find it for you it's pretty cool

• bullish fact_claim Oliver

  so you're able to connect with the different applications as i mentioned canva xpedia directly to chat gpt simply by using the at symbol and then typing that company name and then it'll know that you're trying to use that app so here i'm enabling the connections connecting to figma you had to download your account and have it open kind of on your screen so the first kind of example i did was spotify so i kind of had the example of some co-workers wanted a playlist from me so i went into chat gpt

• bearish criticism Unattributed

  free no respect no respect for the subscribers i get no respect for putting my credit card in

• bearish criticism Unattributed

  does it's just what they did with sora it's just what they did with sora they bypassed the paid level and they just started giving it to people with invites for

• bearish criticism Unattributed

  wait why why would they launch it i guess i have my personal account here but why would they launch it not to business users first and give it to the free users it makes no sense

• bullish assessment Unattributed

  open ai has actually introduced integrations of various apps inside chat gpt so you can interact it's almost like the first level of agentic ai to come to chat gpt you can use chat gpt to actually effect changes and do things in various connected apps

VentureSignalScore 76.8/100 for figure, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage