Big picture, vision, use-cases. Whatever BD is doing is all in software but the mechanics and intended application is not for the average person or the average business.

Tesla has a track record of doing the impossible, that is, bringing dreams to your doorstep. Self-driving cars were always 10 years out like fusion is always 20 years out, until now. BD's robots were not intended to navigate a world of humans, rather to destroy it. Tesla is making a robot intended to do mundane tasks humans do like prune a vineyard and light assembly that's too complicated and low ROI to design a custom machine to do.

Yes, also it's the mechanics. The hands and arms are innovative, not that it hasn't been done before, but that it's being designed for mass production and distribution. Nobody else is doing this, nobody else is willing to try something so potentially dangerous and make it safe. This takes balls and money, and it changes everything.