Exponential Industry

Exponential Industry

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Capitalizing on the Industrial Autonomy Boom
This week: Automate 2025 plan (paid), $600B autonomous freight market, additive for waterways, multimodal AI robots with a sense of touch, machine…
 • David Rogers
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…
 • David Rogers
Constraint Capital #3 - Mar 2026
Constraint Capital Issue #3 breaks down Heavy Assets, Low Obsolescence (HALO) opportunities and the constraints blocking a potential global intelligence…
 • David Rogers
[Overcapacity] Cards Against AI-driven Factories
Paid reads and additional reads for "Cards Against AI-driven Factories"
 • David Rogers
Cards Against AI-driven Factories
This week: Apple made in the USA, Tesla Cybercab paintless panels, scaling Industrial AI, automation write down, physical AI order packaging…
 • David Rogers
[Overcapacity] Clinging On to an Industrial Policy Punch
Paid reads and additional news for "Clinging On to an Industrial Policy Punch"
 • David Rogers
Clinging On to an Industrial Policy Punch
This week: EI's mission, super steels, rebuilding American manufacturing, maturity of 60+ digital industrial technologies, DTCS, Onshape's Model Based…
 • David Rogers
[Overcapacity] Sweeping Innovation Bothers Industrial Incumbents
Paid reads for "Sweeping Innovation Bothers Industrial Incumbents"
 • David Rogers
Sweeping Innovation Bothers Industrial Incumbents
This week: hard tech competitions and seed funding, Starship testing, dry electrodes, open source hardware, 3D print Tungsten carbide–cobalt, injection…
 • David Rogers
[Overcapacity] No-Huddle Manufacturing Drive
Paid reads for "No-Huddle Manufacturing Drive"
 • David Rogers
No-Huddle Manufacturing Drive
This week: BMW i5 and i3 factory, induction stove, GPT-5-driven autonomous lab, Waymo World Model, autonomous logistics, alignment-free wireless power.
 • David Rogers
Constraint Capital #2 - Feb 2026
The second issue of Constraint Capital covering the specific technical and capital constraints within AI Factories, Energy Systems, Embodied AI, Mineral…
 • David Rogers
Exponential Industry
Exponential Industry
A weekly look at manufacturing, energy, and supply chain technology adoption within Industry 5.0. Covering the breakthroughs in additive manufacturing, automation, physical AI, and the industrial metaverse happening in a factory near you!
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