There are already robotics models that can fold shirts and similar just fine. Progress in VLA models is good, I don't think this would form the foundation of a business. Humanoid robots are going to be another ChatGPT, it's going to seem to happen almost overnight because people aren't paying attention to the underlying research papers.
Most progress in data-driven robotics nowadays are done either in unicorn startups or corporate research labs - so you should follow the industry more than academia. The path to good robot performance isn't really in the models themselves - it's highly dependent on how much you can gather high-quality real-life data.
If their hero image video and the side by side at (5x) with a human at quote "1x" are "solved" I'm not impressed. I'm faster and more accurate and I am the worst folder in my house (kids included). The human looks like they are doing it slow mo to show children how to.
