Monastery of Industrial Tech

This week: Hacked fridges and industrial IoT gateways, valley of death for battery breakthroughs, Mastercam monks, compatibility of Physical AI and ROI…

Nov 8 • David Rogers

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Who Can Survive the Buildout?

Constraint Capital #10 November 2026 covers AI rackscale system operating economics, AI system silicon cost pressures, and the cost and timing to make…

Nov 2 • David Rogers

2

Where Does Autonomy Go Off-Road?

This week: Autonomous ride-sharing and factories for assembly, teardown of Zmotor linear actuator, solar, nuclear, and levelized cost of energy…

Nov 1 • David Rogers

2

October 2026

Scaling ASTM D7575: How We Automated Solvent-Free Oil-in-Water Testing from Hermon, Maine

How Orono Spectral Solutions solved manual sample preparation variance in international lab deployments. The equipment travels; the knack does not.

Oct 28 • David Rogers and Graham Roeber

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You Can Build Everything?

But should you? This week: solid oxide fuel cells, geothermal cracks, AI automation pyramid, eFuels and e-SAF, humanoid home robots, plant…

Oct 25 • David Rogers

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Hansei-kai Reindustrialization

This week: Oil & GPU decline curves, chicken farmer CNC, industrial capacity gluts, Form Studio 1, USD BRep, chemistry-native AI, rapid-turnaround…

Oct 18 • David Rogers

2

Shop Owners Aren’t Dumb

This week: Shop automation ruse, Nox Metals factory tour, American baijiu dinner, best time to build, Die Casting Congress field report, AWS Physical AI…

Oct 11 • David Rogers

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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

6

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

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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

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3

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

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Constraint Capital #9 - Land, Power, Shell

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

Sep 14 • David Rogers

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