Once we have godlike tier ASI, you're probably right. But I expect that robots could become extremely lucrative even when avaiable AI's haven't reached that point yet.

Companies that have a head start at that point, may get a huge first-mover advantage. Also, those companies also very well may have the capability to leverage AI in product development, just like everyone else.

And just as important as the products themselves is the manufacturing capacity to build them at scale. Until we have massive numbers of robots in service, building such infrastructure is likely to be slow and expensive.

EDIT: Also, once we really have the kind of Godlike ASI you envision, no human actions really matter (economically) anymore.