Archive - Exponential Industry

Constraint Capital #9 - Land, Power, Shell

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

22 hrs ago • 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

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

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