Robotics still pays a heavy “reality tax”. Every improvement eventually has to survive messy, unstructured physical environments where sensing, actuation, and safety interact in unpredictable ways.
My guess is we’ll see a ChatGPT-like moment first in semi-structured environments (warehouses, logistics, industrial assistance) rather than homes.
A general household robot feels closer to a GPT-4 equivalent problem than a GPT-3.5 one because reliability matters much more when failure affects the physical world.
"My intuition is there's 40% chance we will see it this year" -- again, why? Don't you realize that people have been working in robotics for 65 years, and these people don't live under a rock either. They knew about GPT3 because 2023. So why is it NOW less then 10 month you think that this breakthrough will happen?
Then again, they don't need sleep, can be jailbroken, they only need closet space, and won't take your money and run. They can do dangerous tasks like fixing the roof too. Menial labor like walking 3 km over to the store to buy me a can of Red Bull. You can have them do pranks at night. They'd probably be valued quite a bit more than a human.