Archive - Exponential Industry

[Overcapacity] Into the Lab for Industrial Scale Returns

Paid reads and analysis for "Into the Lab for Industrial Scale Returns"

Jun 28 • David Rogers

Into the Lab for Industrial Scale Returns

This week: cross-discipline mastery, geometric deep learning, AirPlant industrial photosynthesis, dexterous hands, robot economics, LLM inference chips…

Jun 28 • David Rogers

[Overcapacity] Are You Ready to Automate?

Paid reads and analysis for "Are You Ready to Automate?"

Jun 21 • David Rogers

Are You Ready to Automate?

This week: Automate Show, Europe's automation future, 3D printing batteries, computing biological waves, physical foundation models, AI-native factory…

Jun 21 • David Rogers

[Overcapacity] Logistic Constraints to Scoring The Goal

Paid reads and analysis for "Logistic Constraints to Scoring The Goal"

Jun 14 • David Rogers

Logistic Constraints to Scoring The Goal

This week: World Cup & UFC Freedom 250 logistic technology, Go-to-market scores in machine vision and manufacturing AI, Fable 5 CAD & Large Physics…

Jun 14 • David Rogers

[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

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

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

[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

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