>From these companies' standpoint, I think they would choose the latter.

Ever since these things came about I've wondered why they haven't been doing this the whole time. If they've got the "do-anything" robot and can scale a billion of them, why aren't they creating a Do-Everything conglomerate that disrupts every possible industry with zero/negligible labor costs?

The only answer I've come up with is that they still need to train/siphon off each industry's current expertise by having those users interact with the current models and adjusting. If that hypothesis is correct then within a few years they'll have no need for users anymore.