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My First Million4 wild AI predictions from a $39B tech founder
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At a glance
WHAT IT’S REALLY ABOUT
Brett Adcock on humanoid robots, JARVIS AI, and radical devices
- Brett Adcock describes his view that AI progress is accelerating rapidly and could become far larger than the internet, creating binary outcomes for companies trying to scale breakthrough systems.
- He explains Hark as an effort to build a “JARVIS”-like personal AI with strong computer-use capability, persistent memory, multimodality, and new AI-native hardware meant to replace today’s phones and computers.
- He discusses Figure’s focus on humanoid robots that can do useful work autonomously, noting current deployments in logistics/manufacturing and arguing intelligence is the true bottleneck rather than manufacturing.
- He revisits predictions about robots doing unsupervised multi-day home tasks and the rise of multimodal voice agents, while also describing Cover’s weapon-detection system and its chip-driven cost/scalability pivot.
- He shares operational and personal constraints: an intense focus on work and family, heavy use of Hark to manage communications and tasks, and a philosophy that hard problems can be only modestly harder but vastly higher payoff.
IDEAS WORTH REMEMBERING
5 ideasAdcock believes AI is on a faster, bigger curve than the internet.
He says he sees deep learning “working so well” and that progress is happening faster than anything he experienced in 15 years of software and internet, which underpins his view that outcomes will be extreme—either massive scale or failure.
He thinks AI splits into two major directions: humanoid robots and a personal digital symbiote.
He frames Figure as the path to AI in the physical world (laundry, dishes, supply chain, healthcare), and Hark as the path to a “JARVIS”-like digital companion with memory, accounts access, vision, and computer-use abilities.
General-purpose computer use is the unlock for a true assistant, not API integrations.
He argues most sites don’t have usable APIs, so real autonomy requires agents that can “look at a screen,” move a cursor, and type like a human; he claims Hark’s agent is now hard to stump on typical internet tasks.
Hark’s edge, as described, comes from post-training and reinforcement learning.
He describes Hark’s differentiation as largely coming from post-training, including a reinforcement learning process he suggests few others have done in the same way.
Figure’s near-term business case is labor scarcity and ROI in logistics/manufacturing.
He says customers approach Figure because they’re “dying with labor,” citing high turnover and rising wages; he claims the package-sorting task they livestreamed is already at human speed with measurable uptime and ROI for customers.
WORDS WORTH SAVING
5 quotesI think at a high level, I think the AI work that we're seeing here now is gonna be so much... It's gonna be, like, a hundred times bigger than the internet.
— Brett Adcock
It's really hard for us to find now something that we tell it to go do on the internet it can't do.
— Brett Adcock
The amount of, like, noise in the market for a signal is just, like... It's like... there's just so much bullshit out there in the market, it's, like, really hard to tell what the hell is going on.
— Brett Adcock
When things get really bad like that, you gotta build a punch list, and you just gotta get through it. Like, there's only way out is through.
— Brett Adcock
I think a lot of the hard things are not like 10 or 100 times harder. I think the hard things sometimes are like two or three or four times harder... but they're not 100 times harder.
— Brett Adcock
SPEAKERS
Sam Parr
hostCo-host of the My First Million podcast and entrepreneur/investor.
Brett Adcock
guestTech founder/CEO known for building Figure (humanoid robotics) and other startups.
Shaan Puri
hostCo-host of the My First Million podcast and entrepreneur/investor.
High quality AI-generated summary created from speaker-labeled transcript.
