{"title":"Figure vs Spirit AI: General-purpose compared","url":"https://www.frontiertechintelligence.com/compare/figure-vs-spirit-ai","comparison":"Figure ranks 5 on the Humanoids 100 with a score of 88; Spirit AI ranks 41 with 66. Figure is ahead on deployment, production, commercials, technology, positioning and firepower. Level on progress and leverage. Figure is based in San Jose, United States, Spirit AI in China. Figure: Private, founded 2022. Figure is named in 475 signals and Spirit AI in 26.","companies":[{"name":"Figure","url":"https://www.frontiertechintelligence.com/companies/figure","city":"San Jose","country":"United States","stage":"Private","founded":2022,"last_round":null,"positioning":"Figure is a US humanoid maker that delivered 350+ Figure 03 units from its BotQ line by April 2026 (throughput of one robot an hour, a stated path to 100,000 a year) and ran Figure 02 at BMW Spartanburg for ~11 months (90,000+ parts at >99% placement accuracy, described as the first independently verifiable large-scale automotive humanoid deployment). It raised $1B+ Series C in September 2025 at a $39B post-money (a 15x step-up in 19 months; NVIDIA, Qualcomm, Intel, LG among participants), launched Figure 03 in October 2025, and exited its OpenAI collaboration for in-house Helix models. The negative signal: BMW chose Hexagon Robotics' wheeled AEON for its first European humanoid pilot at Leipzig (February 2026), so Figure went from BMW's singular humanoid partner to one supplier among several, and secondary shares traded below the $39B round price by August 2026. It is effectively pre-revenue at scale against that valuation.","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":5,"score":88,"tier":"member","scores":{"leverage":6,"position":8,"progress":9,"firepower":10,"commercial":6,"deployment":10,"production":8,"technology":10},"why":"Figure develops and manufactures general-purpose humanoid robots, including Figure 03, for industrial, logistics, and home applications.","segment":"General-purpose","layer":"Systems"},"signals_total":475,"facts_total":457},{"name":"Spirit AI","url":"https://www.frontiertechintelligence.com/companies/spirit-ai","city":null,"country":"China","stage":null,"founded":null,"last_round":null,"positioning":"Spirit AI (Hangzhou, also known as Qianxun) makes the Xiaomo (Moz) humanoid, which is in regular production operation at CATL's Luoyang plant doing high-precision battery-connector insertion and end-of-line testing at skilled-worker pace, a task-focused design that deliberately avoids complex five-finger hands. It is CATL-affiliated (Borui Capital, a CATL co-founder, backs it), raised ~RMB 1.3B/$185M across three rounds since 2024, and represents the deepest verified single-customer humanoid deployment in China outside auto plants. That single-customer concentration is the whole story so far.","assessed_in":{"domain":"Humanoids","list":"Humanoids 100","rank":41,"score":66,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":6,"position":6,"progress":9,"firepower":6,"commercial":4,"deployment":6,"production":6,"technology":8},"why":"Spirit AI develops Moz humanoid robots and has deployed a fleet at CATL’s battery facility, where the robots perform industrial connector-insertion and testing work.","segment":"General-purpose","layer":"Systems"},"signals_total":26,"facts_total":16}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}