It seems like Anika was waiting for this week’s recording to confront Maya about something she said (or rather didn’t say) in the group chat. Once they get that out of the way, the hosts discuss Figure’s 03 humanoid announcement, the Israel-Palestine deal Trump is brokering, and OpenAI’s Dev Day.

Figure 03 is Figure’s latest humanoid and the pod says it would get their check 1000%. The hosts talk about product improvements compared to 02 and how 03 is focusing on a humanoid in the home use case. They also dive into Helix, which is its AI system that allows the humanoid to receive natural language prompts like “go wash the dishes.” AI is a critical breakthrough for humanoids because it allows them to do tasks they haven’t seen before and haven’t been explicitly programmed for. Finally, the hosts talk about the realistic timeline for these getting into homes and commercial spaces.

Next, they cover OpenAI Dev Day. OpenAI might be going from a chat interface to full operating software with in-chat apps like the ability to @Zillow and an apps SDK, which means developers can build in the OpenAI ecosystem. They also cover the AMD deal that pairs 6 GW of planned compute with the option for OpenAI to buy up to 160 million AMD shares at a cent each. The market has been buzzing since, with AMD popping in a good way, but some investors worried AI is going to pop in the bad way.

00:00 Intro

03:14 Figure announces the Figure 03 humanoid

35:43 OpenAI Dev Day and AMD deal