Archive - Exponential Industry

[Overcapacity] Factories Can No Longer Outrun AI

Paid reads and analysis for "Factories Can No Longer Outrun AI"

Apr 26 • David Rogers

Factories Can No Longer Outrun AI

This week: Hannover Messe 2026, Rapid + TCT, Google Cloud Next TPU, MMA Ops, humanoid marathons faster than humans, financeable nuclear projects, AI…

Apr 26 • David Rogers

[Overcapacity] The Railroad was its Own Biggest Customer

Paid read and analysis for "The Railroad was its Own Biggest Customer"

Apr 19 • David Rogers

The Railroad was its Own Biggest Customer

This week: AI-enabled market entry, vision intelligence, true chemical operations autonomy, LNG tankers, Gemini embodied reasoning…

Apr 19 • David Rogers

Constraint Capital #4.1 - Apr 2026

Constraint Capital Issue #4.1 picks up at AI Factory energy systems and breaks down bottlenecks for embodied AI and moon mass drivers.

Apr 13 • David Rogers

[Overcapacity] Choosin' Texas for Manufacturing Energy

Paid reads and analysis for "Choosin' Texas for Manufacturing Energy"

Apr 12 • David Rogers

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

Constraint Capital #4 - Apr 2026

Constraint Capital Issue #4 breaks down AI Factory announcements across NVIDIA GTC 2026 and TERAFAB's 'not going to just do conventional compute'

Apr 6 • David Rogers

[Overcapacity] From Industrial Versailles to Man on the Moon

Paid reads and analysis for "From Industrial Versailles to Man on the Moon"

Apr 5 • David Rogers

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

What Could Bezos Buy?

Project Prometheus speculation on company targets for manufacturing transformation with World Models.

Apr 1 • David Rogers

March 2026

[Overcapacity] Agency to Build Thinking Factories

Paid analysis and reads for "Agency to Build Thinking Factories"

Mar 29 • David Rogers

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