
The robotics thesis is being built on an analogy to LLMs that doesn't hold. 1/ Tokens compound. Manipulation data does not. Folding laundry teaches a robot nothing about stacking groceries. 2/ LLMs fail gracefully. Robots ... do not. The last 5% of reliability costs 10x the first 95% (just ask Waymo) 3/ LLMs got the internet for free. Every hour of robot data has to be bought. 4/ Software aggregates through an API. Physical deployments never have.






