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Brett: Figure will deploy robots to many different customers, we'll probably announce a lot of these over the next 90 days. Molly: Are you worried about Optimus? Brett: In my mind, this is not a manufacturing problem, this is an intelligence problem.

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The Humanoid Hub

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Elon Musk says Optimus is the infinite money glitch. Not because robots are valuable. Because robots can make more robots. Musk explained that humanoid robots improve through three exponential trends multiplied together: digital intelligence, AI chip capability, and electromechanical dexterity. But the real unlock is that the robot can start making the robots. "So you have a recursive multiplicative exponential," he said. "This is a supernova." Musk's thesis is that once you have a physical robot capable of manufacturing, the production curve stops being linear and becomes self-replicating. Every robot built accelerates the building of the next one. The implication is that the companies that control physical manufacturing will control AI's future, not the ones with the best models. The bottleneck is not intelligence. It is atoms.

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