But let's say you're right.
You're not going to join that "robot value chain" working at "ABC Framing company" and "ABC Framing company" won't be the place that comes out with the game changing piece to the "robot value chain."
You join the "robot value chain" by getting a job at US Robotics and Mechanical Men.
...is not a pipe dream. It's here now.
There's definitely hype and pipe dreams on top of whatever the baseline reality is. We can always expect that. And there are non-technical reasons why some people/firms can't or won't use the leading products from OpenAI and the ilk.
You may be right about the "robot value chain." It certainly looks like the age of AI has widened the divide between software developers building AI and everyone else.
But due to how LLMs work I just don't think it's possible. We still need deterministic software imo.