The robotics story is a good example of where overexuberance may be entering the market. What is the connection between LLMs or image generation and robotics, beyond the vague intuition that they're both futuristic AI tech? (Perhaps AI maximalism is true and the entire economy will be eaten soon, but then none of this sector-specific analysis matters.)

There is a huge overhang. Same techniques and sometimes even the same models can drive a lot of robotics coordination and decision making.

Here is probably one of the more clear examples. A model trained on video and also robotic simulation/recording (probably ensembled with control systems/mobility models) will likely be at the core of how robots make decisions and plan.

https://deepmind.google/blog/gemini-robotics-2-brings-whole-...

This is way outside my area of expertise though. I've only dabbled in more classic robotics and control systems, but these multi-modal sequence to sequence models are highly adaptive and can effectively transfer learning across very different domains.