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Inside Figure AI’s Plan to Flood Industries with Robots

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Figure AI, a California-based robotics company, is making waves with its ambitious plan to deploy 100,000 humanoid robots across various industries over the next four years. This initiative, which began in early 2025, marks a significant leap in the integration of AI-powered workers into the global workforce.

The Robot Revolution

Figure AI’s plan centers around its advanced humanoid robots, including the Figure 02 model. These robots are designed for versatility, capable of performing complex tasks in real-world environments such as manufacturing, logistics, and retail. The company’s strategy involves:

  • Strategic Partnerships: Figure AI has secured deals with BMW and an undisclosed major U.S. company, positioning its robots for widespread industrial adoption.
  • Rapid Production Scaling: Starting with approximately 1,000 robots in 2025, the company aims to ramp up production significantly in subsequent years.
  • Vertical Growth Focus: Rather than broad market penetration, Figure AI is concentrating on a small number of key clients to optimize deployment and reduce costs.

Advanced Capabilities

The Figure 02 robot showcases impressive features:

  • Enhanced Processing Power: With double the NVIDIA RTX GPU-based modules, it offers 3x inference gains for autonomous tasks compared to its predecessor.
  • Improved Dexterity: New human-scale hands and advanced perception AI enable better handling of real-world objects.
  • AI Integration: Collaboration with OpenAI for developing custom AI models, trained on NVIDIA H100 GPUs, drives the robots’ conversational abilities.

Industry Impact

This robotic workforce could potentially reshape various sectors:

  • Manufacturing: BMW is already testing Figure 02 robots on its production lines in Spartanburg, South Carolina.
  • Labor Shortages: The robots are positioned as a solution to workforce gaps in industries facing labor shortages.
  • Efficiency and Safety: By taking on dangerous and repetitive tasks, these robots could enhance workplace safety and operational efficiency.

As Figure AI pushes forward with its plan, the next few years will be crucial in determining how well these humanoid robots integrate into the workforce and whether they truly revolutionize industrial operations as envisioned.

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Bill Gates: “We’ll Decide How Many Humans We Need” After AI

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Bill Gates’s prediction that society will “decide how many humans we need” in the AI era is playing out rapidly, with this summer marking the most disruptive phase yet. The US tech sector has now exceeded 130,000 layoffs in 2025, with Microsoft, Intel, and other giants accelerating job cuts in July to shift resources to AI infrastructure, engineering, and research. Notably, Microsoft alone has eliminated over 9,000 positions this month as it pivots toward AI and cloud growth. Intel and Scale AI have followed suit with large-scale reductions, citing the need to streamline operations and invest in generative AI.

Despite these losses, the job market is not shrinking—it’s transforming. More than 80,000 current US job postings now specifically require generative AI skills, a massive increase from previous years. These roles are rapidly extending beyond tech, with over half found in fields like marketing, finance, and healthcare. Salaries for AI-skilled positions average 28% (about $18,000) higher than comparable non-AI jobs.

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Entry-level and repetitive jobs are disappearing at an unprecedented pace, creating new barriers for recent graduates and low-experience workers. Staying competitive requires adaptation: employers and policymakers emphasize workforce retraining, digital apprenticeships, and cross-sector AI fluency as keys to navigating the new landscape.

Driving this upheaval is the US government’s America’s AI Action Plan, unveiled on July 23. The Plan clears regulatory hurdles, injects funding into AI infrastructure and talent, and positions American companies for global AI leadership. At the same time, it retools compliance and international strategy, pressing businesses to adapt swiftly to new rules and opportunities while focusing on worker retraining and national security.

On the corporate front, Microsoft’s Azure AI continues to surge, reporting the fastest growth among US cloud platforms, securing its dominance with a projected $83.3b in 2025 revenue and strong margins from AI services. Demand for cloud and AI infrastructure is now outpacing the rate at which new capacity can be brought online, emphasizing the scale and speed of the transformation.

Bottom line: The world Gates foresaw—where AI determines the contours of human employment—is here. Disruption is not just widespread; it’s deepening. AI skills have become a ticket to higher salaries, stronger job security, and new career pathways, while the challenge of job displacement and the redefinition of “human” work has become an urgent national—and global—debate.

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AI Is Starting a White Collar Bloodbath

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The Shockwave Hits the Office

Artificial intelligence is no longer an abstract threat to the labor force—it’s rapidly destabilizing the white-collar world. Across finance, law, tech, consulting, marketing, HR, and beyond, millions of office jobs are being eliminated right now, not in some distant future. Headlines once filled with the fear of robots in factories now chronicle mass layoffs at software companies, major banks, and Fortune 500 giants. The so-called “white collar bloodbath” has begun, and experts warn the carnage will intensify over the next five years.

The Hard Numbers: How Bad Is It?

Where the Ax Falls First

Vulnerable Sectors and Roles

  • Finance: Analysts, accountants, and even some managers are being replaced by AI that can process thousands of transactions or financial reports in seconds.
  • Legal: Junior associates and paralegals face obsolescence from AI document review and contract generation tools.
  • Marketing: Copywriting, analytics, and ad optimization are now handled by generative AI models at a fraction of the cost.
  • Tech & Consulting: Junior programmers and entry-level consultants have seen demand for their roles plummet as companies deploy AI agents that can code, test, and generate insights 24/7.
  • Customer Support & HR: Automated chatbots and AI HR agents are displacing thousands, from contact center representatives to benefits coordinators.
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The New Hiring Freeze

Rather than a gradual evolution, the shift is abrupt and relentless. Many corporations are no longer hiring for traditional entry-level positions, and the old “career ladder” is disintegrating. Recent graduates now find themselves locked out of office jobs that were, until recently, reliable stepping stones to higher earnings.

Productivity Up, Opportunity Down

This wave of automation is happening in a time of robust profits for major firms. Productivity and revenue are soaring—yet hiring is grinding to a halt. This is not a recession linked to declining business but to rapid technological supersession. AI systems designed to augment humans are now replacing them, creating a structural shift with unpredictable social effects.

Is There Any Hope for White-Collar Workers?

  • Upskilling Alone Isn’t Enough:
    While some suggest retraining for more technical or creative roles, the sheer speed and scope of AI replacement in entry and mid-level positions threaten to outpace any adaptation efforts.

What Happens Next?

AI’s encroachment on office work is accelerating, not slowing down. Even top tech executives are warning that society is unprepared for the scale of disruption ahead. Without urgent government action and new frameworks for economic security, the white-collar bloodbath may only be beginning.

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TikTok Prepares New U.S.-Only App Amid Ban Threats

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As the debate over TikTok’s future in the United States intensifies, the company is reportedly developing a brand-new version of its popular app—designed exclusively for American users. This move comes after months of uncertainty, political pressure, and looming bans that threatened to disconnect millions of U.S. users from the global TikTok community.

Why a New App?

Earlier this year, U.S. lawmakers passed legislation requiring TikTok’s Chinese parent company, ByteDance, to either sell its U.S. operations or face a nationwide ban. The law cited national security concerns over data privacy and the app’s Chinese ownership. While TikTok has challenged the ban in court, the company is also working on a contingency plan: launching a separate, U.S.-based version of the app.

What Will Be Different?

  • Entirely Separate Experience: The new TikTok app for the U.S. would operate independently from the global version, meaning American users could see a different interface, features, and content moderation policies.
  • Data Handling: All user data would be stored and managed within the United States, addressing key concerns raised by lawmakers.
  • Ownership Structure: The app could be operated by a new U.S.-based entity, potentially with new investors or ownership, depending on ongoing negotiations and government requirements.
  • Content and Community: While the app aims to replicate the original TikTok experience, there may be limitations on cross-border content sharing and collaboration, resulting in a more localized user community.

Timeline for Launch

Reports indicate that TikTok’s U.S.-only app could launch as early as September. This rapid timeline reflects the urgency of the situation, as the deadline for compliance with the new law approaches.

What’s Next for Users?

  • No Immediate Disruption: For now, TikTok remains available to U.S. users, but changes could come quickly if the new app is deployed.
  • Possible Account Migration: Users may be prompted to migrate their accounts, content, and followers to the new platform.
  • Uncertain Features: While TikTok promises to replicate the original experience, some features—such as access to global trends or creators—could be limited.

The Bigger Picture

TikTok’s move highlights the growing trend of digital “balkanization,” where countries demand local versions of global platforms to address security, privacy, and regulatory concerns. The outcome of this situation could set a precedent for other tech companies facing similar pressures worldwide.

Key Takeaways

  • TikTok is building a new, U.S.-only app in response to government pressure and potential bans.
  • The app could launch as early as September and may feature significant differences from the global version.
  • The move underscores the challenges facing global tech platforms in an era of rising digital nationalism.

Stay tuned for updates as this story develops and as TikTok’s future in the United States becomes clearer.

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