What matters in the industrial economy?
AI is entering the physical economy. This is where that shift gets read, across nine industrial domains.
Industrial Sector Insights reads all nine domains of the industrial economy on a fixed weekly cadence, built on a data spine of production rates, order books and capital flows.
The bet
Frontier models will commoditise. The next wave is physical. Intelligence is moving off the screen and into machines, factories and the grid, and the decade's value migrates to where it touches the physical world. The winners will mostly not be the robot makers. Value lands in deployment, and deployment happens inside industrials most analysts find dull. I read that economy where AI meets it, one domain at a time.
Selected work and published analysis, chosen for the judgement each one shows.
A working library of frameworks and sector reads, built to be referred back to.
Industrial Sector Insights is the weekly read on where industrial technology is actually going. Free tier for the beat, paid tier for the full archive and the frontier strand.
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