"If you're in the field, then you know: modern robotics is an AI problem more than anything else."

It is not. Certainly AI is a big part of why robotics is hard, but it is by no means the biggest.

You can fall into one of two camps: you either think that robots will need to work in human-engineered spaces, doing jobs by replacing humans; or you think that we need to change our infrastructure in order to be robotically compatible. Of course, there are intermediate states, but those are the two cleanest ones.

In the first case, robots are hard because robotic manipulation is hard. Building robotic hands that are economically viable in human jobs is, currently, FAR from a solved problem. The human hand has 24 degrees of freedom and very capable touch sensing. Current touch sensors have a MTBF of tens of hours. And not only can we not build such hands, but we also do not have and are not likely to get the massive datasets a transformer model would need. Also, robots are not self-repairing, which makes them far less economically viable right now. We do not have the right datasets to even understand most step-by-step manual work, and no, VLAs are not the answer, because VLAs stop with vision, not with touch. They don't have the granularity required to make a robot actually reach out, pick up a tool, and use that tool to replace an oil filter.

So it's not just an AI problem. It's a data problem, a simulation problem, and a bunch of hardware problems.

In the second case, a tremendous amount of work needs to be done before we have anything resembling a fully automated supply chain. We would need self-driving cars and self-driving mining equipment. We would need self-driving trains and aircraft and ships. And not only that, but we would also need robotically repairable cars and trains and ships and factories, which would mean we need robotically repairable machine shops and robotically repairable buildings in which to house them. And so on and so on. Once you recurse down that tree a couple of steps you get to things like robotically compatible oil wells (for asphalt), robotically layable undersea cables, robotically wireable solar farms, robotically manufacturable and repairable pipelines and undersea wells, automated road and rail repair, etc.

I'm not saying these things will never happen. I'm saying that they're a huge lift, not primarily driven by AI, and way less than 10% likely over the next decade.