Sure, there are verticals that get extra value out of it. But flight sims (for example) are actually easier to "get right" with regards to subsonics, etc by con

Sure, there are verticals that get extra value out of it. But flight sims (for example) are actually easier to "get right" with regards to subsonics, etc by constructing a box to put the person in, and immersing them directly. Similarly, telemedicine was a thing 20 years ago and it does work in some cases, just like robotic surgery with the DaVinci system. But most people want to have a doctor diagnose them and then perform whatever procedures might be necessary, and especially the wealthy customers hospitals really want tend to prefer doing that with a human. So most of the value add comes from the surgeon rather than the surgery. (Even in oncology, bedside manner is worth a tremendous amount -- to the tune of 8-figure restricted endowments for colleagues of mine) Speaking as someone who participated in said research, I've seen this cycle before. Maybe it will end differently. But I personally am skeptical. YMMV.