I dont get the investment in humanoids beyond trying to create some kind of stock market bubble again. Factories that have already heavily robotized their production, employ a minimal amount of humans to do niche work. It's going to be immensely difficult to replace that niche work with any kind of robot, let alone humanoids. These humanoid robots (or generally limbed robots) could be useful for the two sectors that…
I think the same will happen with LLMs. They're going to create a vacuum in the economy, on a global level. And I think what will come next is something in the real world (as opposed to the digital) filling it. Humanoid robots might be myopic, but I think it's, at worst, a pretty decent guess. One basic goal would be able to automate typical service jobs, both in terms of normal employment - but also even within households. A low cost highly capable robotic maid would have a massive market.
I'm hand-waving away the dystopia of this all, because I ultimately think humans will still play a key role - but trying to predict what that role may be is impossible from where we're standing. Imagine trying to predict the consequences of mass industrialization when you've lived you're entire life in an agrarian society. There's just no real basis for an intelligent prediction, besides 'way different.'