My desire to believe in the technology runs aground upon the Conjunction Fallacy. https://en.m.wikipedia.org/wiki/Conjunction_fallacy

To build a commercially successful autonomous bulldozer requires building a commercially successful bulldozer. That’s hardware and hardware is hard. Probably harder than the autonomous part because bulldozers are a century past the proof-of-concept era.

My cynical take is this is financial engineering more than construction engineering. YMMV.