I think what your parent comment means is summarized by something said by, i think Colin Angle (iRobot CEO), about iRobot: "to become successful, we had to become a vacuum cleaning company, instead of a robotics company".
Nobody cares about what's inside the black box you are selling, as long as it solves your problem. Doesn't matter if that is vacuum cleaning with either a robot or a human, getting stuff from a to b with either a compliant arm with fancy computer vision or a human or custom, inflexible automation.
I'm currently in a robotics company, we make various mobile manipulators with some internal storage. Got acquired by, of course, a logistics company a couple years ago to be part of their overall solutions.
I think the other comment pretty much captured it. If you don't make a complete plug and play package, your robotics are just going to be part of a bigger solution developed by another business. The nature of putting together a complete process automation solution is that it's a highly technical job which takes a lot of time. Your customers are not the people working around the robot - they are the automation designer / integrator who is building the solution - and they are far less bothered about swish UIs and safety features than they are about good APIs, physical repeatability, good hardware availability - all the things OEMs care about when selecting a component in their system.
We found a lot of the time people "wanted" a robot arm, but then when they got it they sat it on a shelf - because the work required to turn a robot arm into a useful automated process is massive. Having a cheaper or easier to use robot arm doesn't stop you needing fixtures, jigs, conveyor belts etc.
Nobody cares about what's inside the black box you are selling, as long as it solves your problem. Doesn't matter if that is vacuum cleaning with either a robot or a human, getting stuff from a to b with either a compliant arm with fancy computer vision or a human or custom, inflexible automation.
I'm currently in a robotics company, we make various mobile manipulators with some internal storage. Got acquired by, of course, a logistics company a couple years ago to be part of their overall solutions.