Is embodied AI a new market or rediscovering why robotics went back to industry?

yongqianme · x · 2026-09-17

The author notes that humanoid and embodied-AI companies are again experimenting with consumer-facing demos like coffee shops and pharmacies. The technology differs now — vision-language-action models and general-purpose manipulation — but the commercial question remains remarkably similar: is embodied AI discovering a new market, or rediscovering why robotics eventually went back to industry?

Related event: Embodied AI Risks Repeating the Cobots' Failed Path(4 posts)→

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