Figure AI’s humanoid robots have been working BMW Group’s production line for five months straight. Ten hours a day. Every single day of production.
This week, they announced their second major commercial customer.
This is the moment humanoid robotics shifts from “impressive in controlled environments” to “deployed at scale in real factories.
Bain & Company estimates that within three years, these robots will be standard in semi-structured tasks: picking, palletising, line feeding. Not because they’re perfect, but because they’re good enough- and the labour gap is widening fast.
The factories aren’t being redesigned for robots. The robots are being designed for existing factories.
Which means the transition happens faster than anyone’s infrastructure plans anticipated.
