Archive - Exponential Industry

[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

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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

[Overcapacity] Molt-en Liquid Distortions

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Feb 1 • David Rogers

Molt-en Liquid Distortions

This week: AI Grand Prix, Fiber-Optic Cables, automation AI sensors, hidden air leaks, MCP for industrial AI agents, autonomous moldmaking, rare earths…

Feb 1 • David Rogers

January 2026

[Overcapacity] The Machine-breaking Disturbances Rocking Assembly

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Jan 25 • David Rogers

The Machine-breaking Disturbances Rocking Assembly

This week: Enter the lab of π, Cadillac F1, and Nothing; bauxite mining and construction, quantum manufacturing challenge, large-format 3D printing ROI…

Jan 25 • David Rogers

[Overcapacity] Paint "The Part" Red

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Jan 18 • David Rogers

Paint "The Part" Red

This week: SendCutSend machines "The Part", Tool and Die AI, Auto Shows off Paint Shop, AI agents in Factory Operations, Software-Defined Automation

Jan 18 • David Rogers

[Overcapacity] Tolerate Lower Profits while Cultivating a Large Workforce (of Humanoids)

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Jan 11 • David Rogers

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