No, I’m saying they haven’t made the case. Or at least the case that is being presented and sold to investors is complete BS.

For example, I work in deep tech and pay attention to the manufacturing industry. The idea that humanoid robots will replace, streamline and revolutionize manufacturing is a joke in that community. They’ve already long since replaced the humans with CNC machines, industrial (non-humanoid) robots, and 3d printing.

The humanoid robotics craze is a lot like the crypto craze. Pure vibes and motivated reasoning. Like crypto, there is actual value there, but way out of proportion to the hype.