Figure Stacks Both Halves of the Physical AI Bottleneck

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Foxglove founder Adrian MacNeil reads Figure week: Index, a creator network uploading about half an hour of real-world task video every second across 100+ countries, then a Nscale compute deal starting at $3.5B with intent past $6B and up to 100,000 NVIDIA Vera Rubin GPUs. Capture and compute are prerequisites; search and curation of the 1% that actually teaches the model is what compounds.