customerScore 80/100Research
Figure pursuing robot-as-a-service leasing model targeting warehousing/manufacturing; clients report 50-150% annual employee turnover and labor scarcity driving hardware demand
Brett Adcock· Figure AI· Robotics· —· pub 2026-07-26· about Figure AI, major warehouse and manufacturing operators (unnamed)
“we think it's the way to get cost down and make it affordable to the masses... I've never seen a business like this where we walk in and they're like, 'We'll buy a million of them if you can do this'... they have 2 to 3% weekly attrition. 50 to 150% annual turnover. The working conditions are harsh... our goal is to go in there and do like the dirty and hard work that they can't find humans to do today. And we think there's just pro... the demand is like I think almost unbounded.”
Why it matters
Warehouse and manufacturing operators face severe and documented labor scarcity (50-150% annual turnover), creating quantifiable, near-term demand for humanoid robotics. This anchors a material TAM and signals urgent purchasing intent from blue-chip industrial operators.
Investment implication
Tier-1 warehouse and logistics operators (Amazon, DHL, 3PL providers) and manufacturers are likely customers for Figure within 24 months. Suppliers of components enabling rapid deployment and serviceability (modular actuators, quick-disconnect interfaces, battery-swap systems, remote diagnostics) will be critical to RaaS model viability.