The TAM for robots is much, much larger than for coding or services, and much more strategic when you think about manufacturing and war-making.
The Qwen "suite" is a workmanlike breakdown with demonstrated tasks that seems to me as an outsider to suggest that one could start building integrated systems this year, and have simple products next year. I'd be very interested in an assessment from engineers from the robotics companies (cars, biomedical robots, manufacturing...).
Elsewhere on HN I see hundreds of comments on SpaceX's long-telegraphed merger with Cursor but no serious evaluation of this.