Robotics practitioner rebuts bubble denial: no evidence models generalize, TAM not effectively infinite
kscottz · x · 2026-10-09
Responding to Chris Camillo's claim that robotics isn't a bubble and its future TAM is undeniable, robotics practitioner kscottz pushes back: that mindset is exactly the problem.
He argues there is still no evidence that models can generalize, nor that the TAM is effectively infinite — a direct challenge to the core assumption behind humanoid robotics' high valuations.
Related event: Investors and roboticists clash over robot startup bubble(2 posts)→
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