I’m not exactly in expert, but what I’m seeing is that

1. Software moves faster than mechanics. Robots (especially humanoid ones) are limited to stiff movements and expensive to manufacture.
2. While big advances in perception and control have been made in the past couple years with VLMs, most still aren’t reliable enough to be deployed. It’s now possible to ask a robot to fetch you a beer successfully 70% of the time, but 70% isn’t enough.
3. It takes time for firms to bring a product to market. Robots being deployed now use techniques that are no longer SOTA.