Physical AI faces a hard wall: critical US industries still run Cobol on-prem ERP
hamostaf04 · x · 2026-09-14
A discussion on the "moat of industry trust" argues everyone wants autonomous enterprises where humans, robots, and agents compound innovation, but physical-world AI is far harder than assumed: many critical US companies never finished cloud migration and still run on-prem Cobol ERP. How will agents — let alone robots — couple onto such stacks within a decade? The author calls the "greenfield-only" argument a copout and says real progress needs a two-pronged approach.
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