Writing.
The published work, organised as a library. Nine domains, one industrial economy, read the same way every week. This is the front door to ISI, the publication where the analysis is delivered.
Below sit the nine domains ISI covers and the frontier-industrials strand that runs across all of them. The archive is the asset. Each piece places a development in context, sizes it, and names what it changes. Sector reads, frameworks, and the thesis, in one place.
Nine domains, one story. They interlock, because the economy does. Data centres pull power, power pulls grid and nuclear, robots pull semiconductors and advanced manufacturing.
Data centres
The reference case of frontier deployment, fully scaled. The building that pulls on every other domain.
Energy, nuclear and grid
The universal constraint. Power paces the decade, ahead of compute.
Semiconductors
The AI bottleneck, supply concentrated and sold out well ahead of demand.
Robotics
Where physical AI is most visible, and where shipped and deployed are still two different numbers.
Mobility
Electric vehicles at scale, and robotaxis moving from pilot to commercial city operation.
Heavy machinery
Autonomous mining already at scale, construction autonomy still early.
Aerospace and defence
Scaled in expendable drones, moving from pilot to procurement in higher autonomy.
Advanced manufacturing
Additive and automation proven in certified niches, broad physical-AI manufacturing still early.
Industrial software and the agentic factory
AI tools in wide use, autonomous plant control still at pilot stage.
Across the nine domains runs one thesis: AI is entering the industrial economy, and the decade's value migrates to where intelligence touches the physical world. Most flagship writing is read through that lens. Earnings and capital coverage stays comprehensive across the whole beat.
The fixed weekly cadence. Judgement delivered on a schedule. Three issues a week, each also an episode.
The Floor
The week that mattered on the industrial floor. What moved, and what it means.
The Build
The frontier read. Where AI is entering the physical economy, and where deployment is stalling.
The Raise
Where industrial capital went this week. Fundraises, deployments and the money behind the rebuild.
The Brief, three times a week.
Sector reads, frameworks and the thesis, delivered to your inbox. Free.
Subscribe free