Figure CEO Predicts Agility Bankruptcy in 12 Months Amid Heated X Feud

The competition in the humanoid robotics space, typically waged through polished demonstration videos and competing timelines, turned into a raw and public confrontation on X (formerly Twitter). The spat involved Figure CEO Brett Adcock and the corporate account for Agility Robotics, culminating in Adcock predicting Agility’s bankruptcy.

The exchange began with Adcock highlighting a milestone for his company. He posted that a Figure humanoid has been running on the BMW production line for five consecutive months. Following praise from investor Chamath Palihapitiya, Adcock added, "One of my proudest moments was sending an autonomous humanoid robot into the real world. To this day, I believe Figure is the first and maybe the only company to achieve this."

This claim of being "first" drew a pointed response from Agility Robotics, a company that has also been deploying its Digit robots in commercial settings, such as logistics facilities for GXO.

Quoting Adcock, Agility’s account retorted, "This has the same energy as that time your friend told you he was the first to make a cool new drink by adding lemon juice to water."

The Exchange Escalates

Adcock’s reply was blunt and aggressive, escalating the disagreement from a technical debate to a financial accusation. "You’ll be bankrupt in <12 months," he wrote.

As the exchange gained attention, Adcock expanded on his reasoning in a reply to influencer The Humanoid Hub. "Because of poor engineering choices and almost no progress over the past 10 years, they’re unlikely to survive as things stand," Adcock wrote, leveling a deep criticism at the long-standing robotics company.

Dar, a VP at competitor 1X, also weighed in on Adcock's "bankrupt" comment, writing simply, "Kindness > douchery."

Agility Robotics responded to Adcock’s prediction with a more lighthearted tone, posting a confused-looking GIF from the show Ted Lasso. "Ok.... guess we will go ahead and circle next November for a quick check-in on that," the company wrote. "All jokes aside, we are a big fan of the work your team has done. It will take the entire industry pushing forward at max effort to deliver on our collective promise to society. Pedal down!"

Adcock concluded the exchange by replying to Agility’s Ted Lasso GIF with a meme from The Sopranos captioned, "Next time you come in, you come heavy or not at all."

Context for the "Beef"

This public feud is not the first time Adcock has aggressively criticized competitors. He has built Figure’s brand on an "autonomy-first" philosophy, explicitly positioning it against rivals he claims rely on human-in-the-loop teleoperation.

Adcock has previously called competitor demos "perhaps some of the most deceiving things I've ever seen" and famously dismissed the teleoperation strategy—most closely associated with 1X—as "soy stuff".

While his past critiques focused on the technical approach of competitors like 1X, his new comments against Agility represent a significant escalation, attacking a competitor's engineering choices and financial viability directly.

The sharp exchange highlights the intense pressure and high stakes underlying the race for humanoid robotics. With billions in venture capital invested, the debate is not just about whose robot is more capable, but which fundamental strategy—pure autonomy, tele-op-to-autonomy, or industrial specialization—will ultimately survive. As Agility’s post suggests, the industry will be watching closely come next November.