Embodied AI Risks Repeating the Cobots' Failed Path

Analysts argue embodied AI demos mirror the 2015-2018 cobot hype, whose consumer-facing robots never scaled; despite new VLA capabilities, the business challenges remain unresolved.

2026-09-17 ~ 2026-09-17 · 4 related posts

• Embodied AI is retracing the cobot path a decade later — yongqianme · 2026-09-17
• Embodied AI may be retracing the path cobots took a decade ago — yongqianme · 2026-09-17
• Is embodied AI a new market or rediscovering why robotics went back to industry? — yongqianme · 2026-09-17
• Embodied AI hasn't escaped gravity: humanoid demos repeat cobot boom failures from a decade ago — yongqianme · 2026-09-17