Archive - Exponential Industry

Autonomous Machines Can Execute 74% of Physical Job Tasks

This week: AI engineering, 3D printing rocket fuel, Michigan manufacturing, robot work economics, machine health history, starship launch, accelerated…

Oct 4 • David Rogers

September 2026

Manufacturers Staying Stable Under Friction

This week: Carbon-ceramic brake discs, advanced manufacturing drones, empirical π0.5 AI assembly, Project Suncatcher and Blue Origin launches, Bambu Lab…

Sep 27 • David Rogers

Introducing Exponential Industry Scholar

5-Axis Career Navigation for the Deep Industrial Economy. Built like a CNC pendant. Grounded in factory physics, venture intelligence, and authentic…

Sep 23 • David Rogers

Half a Billion Manufacturing Technology Orders

This week: IMTS 2026 roundup, machine vision no longer reboots, agentic robotics harness, Unitree G1 actuator teardown, UR Gen 7, liquid polymer resin…

Sep 20 • David Rogers

Constraint Capital #9 - Land, Power, Shell

Land, Power, Shell: Where the AI Factory Buildings Actually Are

Sep 14 • David Rogers

When AI Models Build Their Own Supercomputers

This week: Skild Brain builds NVIDIA Blackwell, Shinkei automates ike jime, synthetic Mine of the Future, XPENG Robotics Production Line, Prufrock…

Sep 13 • David Rogers

The Battery Gold Mine

This week: 🤗 robot rucks, 200+ million fully autonomous miles, rare-earth grip, battery gold mine, Elon’s turbine-blade factories, probabilistic…

Sep 6 • David Rogers

August 2026

Actuators, Agents, and Orbit

This week: Megapack at scale, Unitree G1 knee actuator, embodied harnesses, Model Hardware Standard, generative shelf brackets, data centers in space…

Aug 30 • David Rogers

Supersonic Aviation AI Buildout

This week: Supersonic RC drone, CAD-as-code, GEN-1.5 zero-shot physical generalization, humanoid robots mass market, battery-electric aircraft first…

Aug 23 • David Rogers

We Work at Fords

This week: Ford heritage and Fathom EV, AI infrastructure race, melting diamond triple fusion, satellite lightweighting, Abhastra ARK using…

Aug 16 • David Rogers

Buy Factory ???? Profit

This week: AI coding industrial systems? 3D Print farm economics? Automotive logistics? Terafab FEL EUV, hydrogen electrolyzers, Oklo's first…

Aug 9 • David Rogers

Constraint Capital #8 - Situational Awareness of Kimi K3

Our August 2026 issue of Constraint Capital assesses the market tests of AI infrastructure buildout.

Aug 3 • David Rogers

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