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We Work at Fords
This week: Ford heritage and Fathom EV, AI infrastructure race, melting diamond triple fusion, satellite lightweighting, Abhastra ARK using…
Aug 16
•
David Rogers
4
Direct Numerical Control World Models
This week: 🇩🇪 German innovation, humanoid robot trajectory, rotary engine comeback, aerospace supply chain complexity, Cloud-Direct Numerical Control…
May 3
•
David Rogers
5
1
Choosin' Texas for Manufacturing Energy
This week: Texas manufacturing drivers, Hannover Messe 2026 preview, Applied Intuition garage, MODEX 2026, cybersecurity, AlphaEvolve lithography…
Apr 12
•
David Rogers
13
3
From Industrial Versailles to Man on the Moon
This week: design centers, Artemis II, VW Tiguan generative marketing, autonomous CNC, DIY rotary pinch valve, loose bolts, composable industrial data…
Apr 5
•
David Rogers
6
2
Fast, Cheap, Good Quality is Possible
This week: Made in America profitably at $12.98, race to 1,000 parts with 3D printing, getting digital to improve the business, AI augmenting PLM…
Jan 5, 2025
•
David Rogers
7
1
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Actuators, Agents, and Orbit
This week: Megapack at scale, Unitree G1 knee actuator, embodied harnesses, Model Hardware Standard, generative shelf brackets, data centers in space…
Aug 30
•
David Rogers
4
Supersonic Aviation AI Buildout
This week: Supersonic RC drone, CAD-as-code, GEN-1.5 zero-shot physical generalization, humanoid robots mass market, battery-electric aircraft first…
Aug 23
•
David Rogers
5
Buy Factory ???? Profit
This week: AI coding industrial systems? 3D Print farm economics? Automotive logistics? Terafab FEL EUV, hydrogen electrolyzers, Oklo's first…
Aug 9
•
David Rogers
5
Constraint Capital #8 - Situational Awareness of Kimi K3
Our August 2026 issue of Constraint Capital assesses the market tests of AI infrastructure buildout.
Aug 3
•
David Rogers
7
1
Smashing Atoms for Engineering Design
This week: 1937 Westinghouse atom smasher, $1/Hour Robots, US nitrile glove production, reinvent the robot arm for physical AI, Arche Smith agentic…
Aug 2
•
David Rogers
3
Retrace the Forks for New Industrial Breakthroughs
This week: OSI² ONE MR Scanner, quantum computer production, robotic manipulation reinforcement learning, AI materials foundry, new powerplant engine…
Jul 26
•
David Rogers
6
[Overcapacity] Neuromorphic Locomotion on Display
Paid reads and analysis for "Neuromorphic Locomotion on Display"
Jul 19
•
David Rogers
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Exponential Industry
A weekly look at high-tech manufacturing, energy, and supply chain adoption within industry. Covering the breakthroughs in additive manufacturing, automation, physical AI, and more happening in a factory near you!
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