I can kind of see that, in terms of robot pets or sex robots. Clearly robot pets are going to be more marketable. Sex bots will definitely be a weird niche, until some very revolutionary (if not scary) breakthroughs happen.
Boston Dynamics seems to be making a much broader business case than just lonely people. For instance warehouse workers, factory workers, bartenders, dangerous jobs, interplanetary explorer, etc... There are a lot places where such humanoid robots can end up, which is way beyond a "lonely" people market.