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[Overcapacity] Glass Half Full of Pinball Manufacturing
Paid reads and analysis for "Glass Half Full of Pinball Manufacturing"
Jun 7
•
David Rogers
Glass Half Full of Pinball Manufacturing
This week: Stern Pinball electromechanical ingenuity, local operating systems, Industrial AI process manufacturing, in-space mobility infrastructure…
Jun 7
•
David Rogers
3
1
Constraint Capital #6 - June 2026
Constraint Capital Issue #6 breaks down Second Space Age technologies through Space Exploration Technologies Corp. public registration filing.
Jun 1
•
David Rogers
7
1
May 2026
[Overcapacity] Make Hardware as Nimble as Software
Paid reads and analysis for "Make Hardware as Nimble as Software"
May 31
•
David Rogers
Make Hardware as Nimble as Software
This week: Apollo Moment for Physical AI, flying ferries, real-time BVLOS drones, reversible solid oxide fuel cells, RNG flat datacenter networks, laser…
May 31
•
David Rogers
5
1
[Overcapacity] Software Guy with Soft Hands Gets a Laser
Paid reads and analysis for "Software Guy with Soft Hands Gets a Laser"
May 24
•
David Rogers
1
Software Guy with Soft Hands Gets a Laser
This week: SCS continues to build, AI in machine building, real-time inference for robots, axial flux motor teardown, LeRobot Humanoid, repricing of…
May 24
•
David Rogers
10
1
[Overcapacity] Shared Vision, Shared Values, and Complimentary Capabilities
Paid read and analysis for "Shared Vision, Shared Values, and Complimentary Capabilities"
May 17
•
David Rogers
1
Shared Vision, Shared Values, and Complimentary Capabilities
This week: Evolve with technology, story of Koch and Ford Energy, humanoid shift work marathon, oil and hydrogen frontiers, chemical plant model…
May 17
•
David Rogers
6
1
[Overcapacity] Decentralized Autonomous Factory Networks
Paid reads and analysis for "Decentralized Autonomous Factory Networks"
May 10
•
David Rogers
4
1
Decentralized Autonomous Factory Networks
This week: funding decentralized autonomous factories, humanoid robots real or hype, AI understands Physics, Engineering, and CAD, subquadratic LLM…
May 10
•
David Rogers
7
1
Constraint Capital #5 - May 2026
Constraint Capital Issue #5 breaks down what's behind the "The Great Data Center Delay" and three divergent paths for the future of AI workloads.
May 4
•
David Rogers
7
1
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