TMTPost reported that 79% of organizations are engaging with physical AI but only 4% have reached scaled deployment, citing the April 2026 Capgemini Research Institute survey of 1,678 executives across 16 countries. The article argues that the binding constraint is not whether a robot can do the task but the absence of contractual acceptance criteria that define what "delivered correctly" means on the production line. Vendors who codify those criteria into procurement contracts hold a moat harder to replicate than any model, the piece said, citing the July 2021 fire at British online grocer Ocado. A collision involving three robots affected less than 1% of the grid network but drove about £35 million (about $44 million) in lost revenue and £10 million (about $13 million) in uninsured damage. The piece points to UBTech Walker S Lite at Geely's Zeekr smart factory, which ran at roughly 20% of human throughput in a 21-day pilot; the follow-on Walker S1 raised handling speed about 25%, after which UBTech booked more than 500 units of letter-of-intent orders from automakers. It also cites Figure 02 at BMW's Spartanburg plant, which logged more than 1,250 operating hours loading over 90,000 sheet-metal parts during X3 assembly.