Two things, first thinking the llm stuff will help in robotics doesnt seem to fly, as llms are based on the whole internet and all books, a massive amount of data, data which for menial tasks doesnt exist yet. (And is also harder to get, creating text is easy).
And the story about how humanoid bots are great for working in a warehouse seems also wrong to me, as one of the problems we all have had is that of you are carrying things, the big box you are carrying obscures part of your vision. Different designs would be better for that. (Even a humanoid robot who has eyes on the back of its hands for example). Such a lack of imagination.
E: mentioned the lack of data being an issue, but I realized it prob is even worse as we dont even have a proper language to describe a lot of movements and feelings, due to reading this https://archive.is/uxzgz
Fun detail about this hype about 'innovation' (there was not just a poster but also an email) aircraft carriers use physical chits and a table for their planning. (Bonus, cant be hacked or emped). So gonna be fun to see if he will try to get rid of that and we might see a carrier sunk in the venezuelan/taiwan wars.