I think it’s just riding off LLM coattails.
We don’t have good world models. We have had bipedal robotics in various POC demo-ready forms for decades.
It turns out that industrial, purpose build robotics is an easier and better market.
I’m still not completely convinced a robot that’s shaped like a human is the best design other than for PR.
I remember nearly losing my mind at that stupid conveyor belt sorting demonstation because
1. The human beat the robot, but more importantly
2. We've had non-humanoid conveyor belt sorting machinery for decades that beats both