Part 11/12:
This strategic divergence reflects a broader industry trend: the race for dominance in humanoid robotics is less about who has the most advanced technology now and more about market positioning and deployment strategy. Elon Musk’s Tesla continues to pursue a future where robots are ubiquitous in industry, powered by AGI and massive-scale manufacturing.
Meanwhile, startups like Figure AI, by targeting the consumer market, pursue a "winning early" strategy that could revolutionize the way humans interact with robots at home. If successful, this approach could lead to a massive consumer robotics industry within the next few years, creating a new avenue for revenue, innovation, and societal impact.