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Constraint Capital #1 - Jan 2026
Launching the first issue of Constraint Capital covering the foundations of technology strategy within AI Factories, Energy Systems, Embodied AI…
Jan 5
•
David Rogers
3
Three Pulses for Excessive Miniaturization
This week: Innovation happens on shop floors, DISCOVERing hydrogen engine design, story of ASML, Teleoperation-as-a-Service, Scan-to-CAD, mobile welding…
Jan 4
•
David Rogers
3
1
December 2025
Closing 2025: Building the Exponential Future
Reflecting on 2025 and announcing new publication sections Constraint Capital and Sourcebook.
Dec 29, 2025
•
David Rogers
4
2
Turn Around, Bright Eyes: Double-Digit Industrial Growth in 12-18 Months
This week: 2026 industrial tech conferences, low-cost humanoids, multimodal GenAI root cause analysis, automotive turnaround, recycling robots, agentic…
Dec 28, 2025
•
David Rogers
2
1
The Wealthiest is the Industrialist
This week: vertical integration, Musk pay package, start-up to scale-up, developing automation products from scratch, MagNEO, train-free machine vision…
Dec 21, 2025
•
David Rogers
3
1
5,127 Failed Prototypes and a Cartridge in a Gear Tree
This week: Dyson's failed prototypes, 2D Images into G-code for Additive, street sweeper manufacturing dark factories, Waymo foundation model, grocery…
Dec 14, 2025
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David Rogers
1
Yaw-Roll-Roll-Yaw-Roll-Yaw into the Holidays
This week: 2025 holiday gift guide, Polaris & LG factory tours, 3D Printed EOAT, Toyota GR GT chassis teardown, injection moulding molds, nuclear cold…
Dec 7, 2025
•
David Rogers
4
1
November 2025
All We Can Do Is Watch How It's Made
This week: industrial technology transfer, cobots, fast industrial AI deployment, logistics AI, aluminium 3D printing, humanoid fatigue, AI video…
Nov 30, 2025
•
David Rogers
3
1
Learn from Experience: The Manufacturing Way
This week: More productive spaces, Robotic foundation models, 3D-printed titanium, Shale 4.0, recycling tech, 3D reconstructions and Mesh code…
Nov 23, 2025
•
David Rogers
1
1
Speeding up Material Movement Across "Zero Distance"
This week: GE Appliances’ “zero distance” approach, OPPO’s flagship smartphone factory, evolution of AI in engineering, injection molding chat…
Nov 16, 2025
•
David Rogers
2
1
Reciprocating Perspectives on Manufacturing Technology
This week: Hyundai Metaplant, Real-World AI for Manufacturing, AI-Powered Pallet Jack, titanium idiot index, heating up electron transfer reactions…
Nov 9, 2025
•
David Rogers
1
1
Heavy Press for Domestic Manufacturing
This week: vibe coding manufacturing apps (paid), heavy press program, novel lithography and EUV masks, autonomous control AI agents for acid gas…
Nov 2, 2025
•
David Rogers
2
1
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