Robotics is going to be the new SaaS

Humanoids are overrated. There are very few applications that require operation in all task environments a human is capable of doing. It's always going to be some specialized operation that's better done by a robot with specialized form.

There's going to be a "long tail" of lots of small robotics companies/products that specialise in one specific task environment. For example, cleaning the interior of an airliner during its turnaround.

The components, both hardware and software, are going to be standardised like the software packages today. A robotics company can just integrate them together instead of worrying about designing from scratch.

The core moat of each of those robotics companies are gonna be computer vision data in each task environment.

A humanoid is not gonna replace a plumber, a weird robot with a solid base, very long flexible arms with lots of specialized end effectors and cameras and sensors at the end is. It can probably reach much better than an average human.