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The dominant AI story of recent years has been built on software — assistants, copilots, and generative tools that sit behind a chat window.
A sharper argument is emerging to challenge that framing: the technology's most significant commercial payoff will not come from chatbots but from robots on the factory floor, where physical applications of AI could deliver substantial gains for wealthy economies.
The Case Against the Chat-First Narrative Software AI has captured most of the investment attention and nearly all of the public debate, but the commercial ceiling of a chatbot is bounded by what a screen interaction can replace.
Factory-floor robotics operates in a different register.
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