Archive - Exponential Industry

[Overcapacity] Appetite to Touch Grass and Build Donuts

Paid reads and bonus media for "Appetite to Touch Grass and Build Donuts"

Mar 9 • David Rogers

Appetite to Touch Grass and Build Donuts

This week: Building with AI, software-defined product adjacencies, donut solid-state battery test by VTT, fossil-free chemistry catalysts, embedded…

Mar 8 • 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…

Mar 2 • David Rogers

[Overcapacity] Cards Against AI-driven Factories

Paid reads and additional reads for "Cards Against AI-driven Factories"

Mar 1 • 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…

Mar 1 • David Rogers

February 2026

[Overcapacity] Clinging On to an Industrial Policy Punch

Paid reads and additional news for "Clinging On to an Industrial Policy Punch"

Feb 22 • 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…

Feb 22 • David Rogers

[Overcapacity] Sweeping Innovation Bothers Industrial Incumbents

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Feb 15 • 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…

Feb 15 • 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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