Archive - Exponential Industry

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

Smashing Atoms for Engineering Design

This week: 1937 Westinghouse atom smasher, $1/Hour Robots, US nitrile glove production, reinvent the robot arm for physical AI, Arche Smith agentic…

Aug 2 • David Rogers

July 2026

Retrace the Forks for New Industrial Breakthroughs

This week: OSI² ONE MR Scanner, quantum computer production, robotic manipulation reinforcement learning, AI materials foundry, new powerplant engine…

Jul 26 • David Rogers

[Overcapacity] Neuromorphic Locomotion on Display

Paid reads and analysis for "Neuromorphic Locomotion on Display"

Jul 19 • David Rogers

Neuromorphic Locomotion on Display

This week: Big Boy No. 4014, global EV factory boom, neuromorphic engineering, test-time-training robot policies, Kimi K3 chip design, Zee aviation…

Jul 19 • David Rogers

[Overcapacity] Human-Readable API to the Physical World

Paid reads and analysis for "Human-Readable API to the Physical World"

Jul 12 • David Rogers

Human-Readable API to the Physical World

This week: Start making things again, second space age economy, machine tool gone wrong, efficient solar desalination, NEO’s hands, superhot geothermal…

Jul 12 • David Rogers

Constraint Capital #7 - Creating Valuable Humanoid Components

Humanoid Robot Value Chain: Who Captures the Profits in 2026? Our July 2026 issue of Constraint Capital assesses the value chain.

Jul 6 • David Rogers

[Overcapacity] Borrowed Ingenuity with a Physical Twist

Paid reads and analysis for "Borrowed Ingenuity with a Physical Twist"

Jul 5 • David Rogers

Borrowed Ingenuity with a Physical Twist

This week: American Dream ethos, steel alloy innovation, automotive AI assembly, 3D printing origami molds, nuclear-powered ai chips, Schneider …

Jul 5 • David Rogers

June 2026

[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

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