Part 9/12:
In contrast, Figure AI's pivot to consumer markets aligns with a more quick-to-market, revenue-focused strategy. While Tesla builds the foundation for a future where robots dominate industries through sheer technological superiority, Figure AI aims to capitalize on consumer excitement and deploy millions of units at a fraction of the price and complexity.
Elon Musk isn’t concerned about competing directly with the consumer robot market in the short term. His priority is to develop AGI-powered robots capable of transforming multiple sectors, including manufacturing, transportation, and beyond, over the next 5-10 years.
Why This Strategy Could Work
The key insight lies in understanding deployment complexity: