Archive - Exponential Industry

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

Agency to Build Thinking Factories

This week: Build a factory that thinks, reinforcement learning of manufacturing, engineering intent to artifacts, Arm AGI CPU, helium lithography…

Mar 29 • David Rogers

[Overcapacity] The Automation High Point Story

Paid reads for "The Automation High Point Story"

Mar 22 • David Rogers

The Automation High Point Story

This week: Digital AI exposure in industrials, where automation is built, injection moulding, industrial knowledge agents, AI-designed RISC V CPUs…

Mar 22 • David Rogers

[Overcapacity] Catalyna Wine Mixture

Paid reads and additional industrial technology trends for "Catalyna Wine Mixture"

Mar 15 • David Rogers

Catalyna Wine Mixture

This week: Everything is Code, UMH open-source industrial dataops, wine-making waste recycles batteries, wind turbine collaboration, nuclear sodium…

Mar 15 • David Rogers

[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

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