Same thing is happening with the Figure One robot. There isn't much new in the demo Figure did recently, all the work has been published in the palm saycan paper and other deepmind papers. Google is good at laying golden eggs and not realizing that they've laid them. Then employees get fed up, leave and start their own companies so they can productize their work without management getting in the way.

Xerox 2: Electric Boogoogle

This is a story that could be written over and over again. Companies with big R&D budgets but not nimble enough any more to take advantage.