Exponential Industry | David Rogers | Substack

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…

May 11, 2025 • 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…

Jan 5, 2025 • David Rogers

[Overcapacity] No-Huddle Manufacturing Drive

Paid reads for "No-Huddle Manufacturing Drive"

Feb 8 • 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.

Feb 8 • 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…

Feb 2 • David Rogers

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