Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization at our factories. Deliveries and deployments will be impacted by aggregate demand for our products, supply chain readiness and allocation decisions between sale to customers or use for our owned and operated fleet".
Tesla's New Outlook Highlights Infrastructure Edge, Possible Terafab Role
The only change in the $TSLA outlook section compared to last quarter was the language: "Capacity build out and ramp related to our multi-year infrastructure initiatives, including AI compute, solar, battery material and semiconductor manufacturing are underway". My take: more infrastructure is...
Diffused Orientation Fields Let Robots Slice Any Fruit
A new approach uses diffused orientation fields to help robots transfer skills across curved objects of diverse shapes and sizes, enabling them to peel and slice varied fruits and vegetables. Learn more in Science #Robotics: https://t.co/RU2Ah0r5gO https://t.co/88BtPQXW8T
Avoid Costly Heat‑Treat Failures with Proven Practices
What is heat treating? Why do some parts fail? How can machinists and manufacturers avoid costly mistakes? Stream now: 🔗 https://t.co/9vEAAzKbfc 📽️ https://t.co/So0R3DfOyg 🔗 https://t.co/DmYp21NDA3 #Manufacturing #MachineShop #HeatTreating #SkilledTrades #QualityControl https://t.co/FarfWuXZhz
Indonesia's Strait Fee Sparks UNCLOS, Supply‑Chain Turmoil
Indonesia. Impose fee on ships going thru the Strait of Malacca. Learned money lesson from Iran. UNCLOS? Will there be military action to stop it? More maritime and supply chain hell.
Unitree's Supply‑chain Mastery Teaches US Robotics Competition
Sam is right about the importance of robotics for the US but Unitree offers a real lesson to US companies hoping to compete at the bleeding edge. It has risen thanks to a true mastery of China’s supply chain. https://t.co/JyNQZSycxJ
Sustainable Supply Chains: Plan Smarter, Waste Less, Move Efficiently
Earth Day: sustainability is built into the daily supply chain choices - plan smarter, waste less, move efficiently. #EarthDay #SupplyChain https://t.co/As8cZeuhSD
Hormuz Closure Cripples India's Energy, Fuels Worker Protests
The closure of the Strait of Hormuz has choked energy supplies to India, upending the dreams of assembly-line workers and sparking large labor protests. https://t.co/qA5MhKmLRP via @WSJ
Debate Over Stealth Manufacturing Boom Sparks Misinterpretations
1/ @Noahpinion disagrees with my column https://t.co/jqdZIRreAO declaring a stealth manufacturing boom. He makes some good points, but I also I think he misconstrues some of what I wrote, and some underlying facts.
Rivian CEO Announces R2 Volume Production Launch
Rivian CEO @RJScaringe joins us on Bloomberg Tech today as R2 starts volume, saleable production. 8:10amPST @BloombergTV
AB InBev Commits $600M to Upgrade U.S. Facilities
JUST IN: 🇺🇸 Anheuser-Busch announced a $600 million investment to expand and modernize US operations
Boeing's Backlog Soars as Demand Outpaces Supply
$BA: Commercial Airplanes revs up 13% and Defense up 21%. Incredible backlog at $695B. Demand far outstrips supply.
Optimized Warehouse Layout Turns Space Into Strategic Advantage
A well-optimized warehouse is more than just storage space—it's a strategic asset that drives efficiency, speed, and cost control across the supply chain. Successful warehouse optimization begins with detailed visual layouts that clearly map how space, inventory, and workflows interact. Key Elements...
Trump Tariffs Squeeze Small Seat Cushion Maker
Section 301 tariffs IEEPA tariffs Supreme Court Section 122 tariffs How President Trump's tariff policy is affecting one small manufacturing company in Fall River, Massachusetts that just wants to make your seat cushions. https://t.co/e3N2oQk6Ix
German Chemists Regain Pricing Power Amid Iran Conflict
Good Morning from Germany where the Iran conflict just solved the German chemical sector’s biggest problem within 2 mths. 🧪With Asian rivals starved of naphtha, BASF and Wacker Chemie are reclaiming the pricing power they lost over the past 6yrs....
Germany’s Brand Evolves as New Industrial Storm Looms
Listening to @rafbuff discussing what "Made in Germany" still means these days of profound changes and economic turmoil. And let's not forget the upcoming industrial revolution-like tornado lurking around the corner... https://t.co/Eq7Inuzoxf
Embodied AI Humanoids Reach 310 Units/Hour in China
Watch ‘world-first embodied AI’ humanoid robots take on manufacturing tasks in China 🇨🇳 🤖 💬 System hits 310 units/hour, 19–20 sec cycles, 99 percent success; integrated in 36 hours, producing about 3,000 units per shift. Source: 👉 https://t.co/dQjEBnhTy6 https://t.co/VHcBYyiAN0
Policy, Not Technology, Limits Industrial Electrification Potential
NEW RESEARCH: Up to 90% of industrial energy demand could be electrified with existing & emerging tech. Under high-ambition policy, 51% by 2050 is achievable. 84% under the most enabling assumptions. The technologies exist. The key constraint is policy. https://t.co/eorr67N5hc https://t.co/KjtKeKGc0g
Japan Unveils ARCHAX, Giant Piloted Industrial Robot
Meet ARCHAX: Japan’s Giant Piloted #Robot Designed for Real Industrial Use by @CyberRobooo #Robotics #RPA #ArtificialIntelligence #Innovation #Technology https://t.co/1P07UMoea8
New
#GDWN fresh news from the Roman era ….as the discharge of the preconditions of last March’s planning permission is sought at the site of the 2 mahoosive new customer funded machine shops Could indicate something or other h/t to @Arregius https://t.co/IYIX8Fqexj
Intelligent Automation Boosts Supply Chain Efficiency
Enhancing #SupplyChain Operations with Intelligent Process #Automation by @antgrasso #DigitalTransformation #Logistics #EmergingTech #Innovation #Technology https://t.co/6GR15257rT
Local, Data‑driven 3D‑printed Shoes Cut Waste, Boost Fit
The future of footwear may not be manufactured in bulk. It may be fabricated around you. That is what makes this shift so interesting to me. 3D-printed footwear is moving from novelty to a real industrial model, with market forecasts pointing to rapid...
Telexistence Launches Massive Robotic Motion Data Hub for AI
Telexistence Introduces Large-Scale #Robotic Motion Data Factory for #AI Training via @ZappyZappy7 #ArtificialIntelligence #MI #ML #Tech #Innovation https://t.co/yjY3A8mxtm
Hormuz Closure Triggers Battery Material Shortage
The Hormuz Closure Is Driving a Shortage of Battery Ingredients #energysky -- via Heatmap News https://t.co/qbM9aqdKdm https://t.co/1qVldYbwTl
Robot Valet Eliminates Parking Stress Completely
No More Parking Stress: This #Robot Valet Handles It All by @IntEngineering #Robotics #Engineering #Innovation #Technology https://t.co/mN4c8e6t8f
New Handbook Maps Emerging Materials Shaping Future Semiconductors
#Technology #Thread #Semiconductor #Manufacturing #Materials The Semiconductor Handbook Emerging Materials: 1/ - Recently, Researchers From Distinct Universities Wrote A Book Titled Handbook Of Emerging Materials For The Semiconductor Industry - This Comprehensive Handbook Is Essential For Understanding How These New Materials...
Industrials Surge Unnoticed: Evidence Everywhere
The industrials are cranking, but no one wants to believe it. But there are signs everywhere.
Whyalla Steelworks Needs Sustainable Solution Beyond Gas
Whyalla steelworks needs long-term viability. It won’t find it with gas #energysky -- via Renew Economy: https://t.co/0MajhpEYYE https://t.co/8wuRq4Fmn7
GE Q1 Profit Beats Forecasts on Robust Air Travel Demand
General Electric’s first-quarter profit beat Wall Street’s expectations as strong demand for air travel helped the jet-engine manufacturer sidestep disruptions tied to the war in Iran https://t.co/z2JMq2y5V4
US Aerospace Output Jumps 28% on Soaring Demand
JUST IN: US aerospace & transport output rose 28% in 2025 with rising demand for planes, defense, and space tech
Intel Foundry Event Showcases Early Foundations Laid
This was from an Intel Foundry event we were at this time last year. Ground work was being laid. https://t.co/gHzErpfhB4
Factory Humanoids Ready Now; Home Robots Five Years Out
Home-based robots are about 5 years away from mass adoption ... but factory-based humanoids are ready for serious work today. Inside Factories (today; $10 an hour) --> Last-Mile Delivery (3 years; $5 an hour) --> Inside Home (5 years; $1...
Northrop Asserts It Can Deliver F/A-XX Despite Doubts
Northrop Defends Ability To Build F/A-XX 6th Gen Naval Fighters If Selected The Navy's top officer said yesterday that an unnamed contractor "really can’t deliver" on F/A-XX "in the timeframe we need it." https://t.co/Ymyixv96ds
US Manufacturing Set for Historic Surge Amid Defense Boom
This is massive for US manufacturing segment, increasing procurement of weapons by 85%. Defense production is already 8% of US manufacturing, this increase would represent one of the biggest increases in history. Combine this with AI buildout, energy production and infrastructure...
Intelligent Robots Streamline Operations in Modern Bakeries
Romias #Robotics Builds Intelligent #Robot System to Support Modern Bakeries by @lukas_m_ziegler #FoodTech #Innovation #EmergingTech #TechForGood https://t.co/4lqaHVMyH0
Brad Jacobs Explains QXO's $17B Insulation Acquisition
Brad Jacobs dropped by Odd Lots to talk with me and @tracyalloway about why his company $QXO is buying an insulation company for $17 billion. https://t.co/a9rTLDb9rs
Supply Chain Blindness Fuels Commodity Scarcity Worldwide
All the while supplies of commodities are running scarce. Neither side seems to understand or care about supply chains and the global effect.
AI Workloads Justify Rising Cost per Transistor
We all knew the cost per transistor was likely to go up in the angstrom era. If it weren't for AI workloads, the leading edge would have been much harder to justify the cost increase. Full report: Foundry Economics...
OHB and Siemens Team up to AI‑drive Satellite Manufacturing
Space hardware prime @OHB_SE enters 'strategic development partnership' w/ @Siemens to bring AI to volume satellite production. OHB is a major @esa contractor, a likely platform provider to @SES_Satellites for @defis_eu Iris2 constellation & prime for @bundeswehrInfo SatcomBw-4. https://t.co/27vLOt5fhT
Firms Caught Between US Push and China Warning
US wants China out of upstream supply chains. China warns against it. When trust of both parties is thin, what do firms do.? Geopolitics and war? Taiwan. Where and what is next? Supply chain alignment vs fluidity. Welcome to the...
Cargill Launches Operational Canola Crush Plant in Regina
Cargill's new canola crush plant at Regina is officially up and running. Chat with Cargill VP Laura Hatcher: https://t.co/NkSCSzRmDk
China’s Rare Earth Export Decline Exposes Deal Fragility
China. Drop in exports to the US. Rare earth minerals. What happened to the deal with China? The art of the quick “deal” meets political reality.
Timing Belts Deliver Precise Multi‑Axis Robot Wrist Motion
Inside Modern #Robot Wrists: How Timing Belts Enable Precision Multi-Axis Movement by @mechanical_4u #Robotics #Tech #Technology #EmergingTech #TechForGood https://t.co/x3UyfnNNKH
Spot Robot Uses AI to Precisely Manipulate 15 Kg Tires
Boston Dynamics’ Spot Masters Whole-Body Manipulation — Using AI to Drag, Roll, and Stack 15 kg Tires with Precision by @rai_inst #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/yDuIm45GmD
Supply Chain Digitalisation Fails when You Never Start
The biggest risk in supply chain digitalisation isn't picking the wrong technology. It's not starting at all. Davy Baars from @ConnectedLoadCarrier on what actually needs to happen before the first sensor is installed 🎧 https://t.co/DBWWiDVpOg
Rebar Foundations Signal America's Reindustrialization Surge
Lurking just below the surface of American reindustrialization: lots of rebar. This is the reinforced steel and concrete foundation for our supersonic engine test stand. https://t.co/knML6ytjhc
Supply Chains Evolved Overnight; Others Still Catching Up
I stepped away from running supply chains for a few years. When I came back, like Rip Van Winkle in the classic tale, I found a completely new world. Lots of others are still catching up. Read the tale: https://t.co/yfprjLcO7C #SupplyChainDisruption #ReGlobalization https://t.co/0UfBaNqGwQ
New Podcast Connects Today’s Events to Supply Chain History
Hey peeps. Jon of @asianometry and I have just launched @Supply_Chained A podcast exploring the link between current events & historical developments in technology, manufacturing, and supply chains. We hope you enjoy. https://t.co/4OJ57fzg0N
America’s Manufacturing Still Stagnates Despite AI Tailwinds
No, America is not in a "stealth manufacturing boom". All the numbers still look bad. Tariffs and uncertainty are fully canceling out the tailwind from the AI boom and the legacy of Biden's industrial policy. https://t.co/lKJ7Ji7ugq
Tenax and Air Industries Merge Into $210M Aerospace Platform
Tenax and Air Industries plan to merge, creating a $210mn aerospace and defense manufacturing platform. https://www.metalnomist.com/2026/04/tenax-aerospace-air-industries-merger.html