Podcasts about Manufacturing

Agade: The AI-Powered Wearable Robots That Protect Workers, Not Replace Them AI Meets Human CraftsmanshipThere's something poetic about a technology born to help people with muscular dystrophy finding its second life on factory floors and logistics warehouses. That's the story of Agade, an Italian deeptech startup that began as a research project at Politecnico di Milano and evolved into something far more ambitious: a mission to preserve human craftsmanship in an age of automation.I sat down with Lorenzo Aquilante, CEO and co-founder of Agade, to talk about their journey from healthcare innovation to industrial exoskeletons—and what it was like showcasing their latest product at CES 2026.The origin story matters here. Back in 2017, researchers at Politecnico di Milano started developing exoskeletons for people affected by muscular dystrophy. They created something different—a semi-active model powered by AI that recognizes when a user is lifting and responds accordingly. It wasn't just about motors and sensors. It was about intelligence.Then companies came knocking. Manufacturing firms, logistics operations, industries where human workers still matter because their skills, experience, and judgment can't be replaced by machines. They saw potential. Why not use this technology to protect the people doing the heavy lifting—literally?Agade was founded in 2020 with a clear mission: preserve craftsmanship against the physical toll of material handling. Not replace humans. Protect them.The company now has two products. The first, launched in 2024, focuses on shoulder assistance. The second—the one they brought to CES 2026—targets the lower back, which makes sense when you consider that back pain is practically an occupational hazard for anyone moving materials all day.What makes Agade's approach different is that semi-active AI system. The exoskeleton knows when you're lifting. It responds. It's not just a passive brace or a fully motorized suit that takes over. It's somewhere in between—smart enough to help, light enough to wear all day.Lorenzo emphasized something that resonated with me: the importance of feedback. From day one, Agade has been obsessed with real-world testing. Not lab conditions. Actual workers doing actual jobs. Because the buyer isn't the user—companies purchase these for their employees—and that creates a unique dynamic. You need both sides to believe in the technology.The CES experience brought that home. There's always the initial wow factor when someone sees a wearable robot with motors and sensors. But the real work happens after the demo, when users tell you what needs to improve. That's where the collaboration lives.And here's what struck me most about this conversation: Agade isn't trying to remove humans from the equation. They're trying to keep humans in it longer, healthier, and more capable. In a world racing toward full automation, there's something refreshing about a company betting on human skill—and building technology to protect it.The products are available globally. You can reach Agade through their website at agadexoskeletons.com, find them on LinkedIn and other social channels, and even arrange trials before committing to a purchase.For those of us watching the intersection of AI, robotics, and human labor, Agade represents a different path. Not humans versus machines. Humans with machines. Tools that amplify rather than replace.That's a story worth telling.Marco Ciappelli interviews Lorenzo Aquilante, CEO & Co-Founder of Agade, for ITSPmagazine's Brand Highlight series following CES 2026.>>> Marcociappelli.comGUESTLorenzo Aquilante, CEO and co-founder of Agadehttps://www.linkedin.com/in/lorenzo-aquilante-108573b0/RESOURCESAGADE: https://agade-exoskeletons.comAre you interested in telling your story?▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full▶︎ Brand Spotlight Story: https://www.studioc60.com/content-creation#spotlight▶︎ Brand Highlight Story: https://www.studioc60.com/content-creation#highlightKEYWORDSAgade, exoskeleton, CES 2026, wearable robotics, AI, future of work, industrial exoskeleton, made in Italy, workplace safety, deeptech, robotics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brandon Weichert predicts the next major shift involves pairing reliable AI with accurate robotics to replicate human hands, lowering costs but potentially displacing American workers across manufacturing sectors.1958

Send a textMike Romance has spent nearly two decades operating at the intersection of manufacturing engineering, automation, validation, and operations leadership within the life-sciences ecosystem. His career spans startups and established organizations alike, with hands-on experience taking products from early development through GMP-ready, high-volume production. Across roles in process development, automation, quality systems, and manufacturing strategy, Mike has built a reputation for combining technical rigor with pragmatic execution.Most recently at Quantum-Si, Mike played a central role in scaling operations to support the commercialization of the Platinum protein sequencing platform while laying the groundwork for next-generation technologies like the Proteus platform. Working within a lean and highly agile leadership team, he helped establish scalable manufacturing foundations spanning CM-managed instrument supply, internal reagent kit production, and advanced silicon-based consumables—while navigating the realities of fast-moving product roadmaps and constrained resources.Earlier in his career, Mike held engineering and leadership roles at organizations including Illumina, Dexcom, GenMark Diagnostics, Truvian, and Encodia. Along the way, he's led pilot-line development, automation strategy, equipment qualification, validation programs, and process controls—often in environments where the path forward wasn't clearly defined.What sets Mike apart is not just his command of acronyms—GAMP, CQV, QbD, DFSS, FMEA—but his philosophy that systems only work when people do. He actively practices emotionally intelligent leadership, prioritizing trust, clarity, and psychological safety while still holding teams to high technical and operational standards. As Mike explores his next chapter, this conversation focuses on the lessons he's learned building resilient manufacturing systems—and the kind of organizations where he believes he can make the biggest impact next.LINKS:Guest LinkedIn: https://www.linkedin.com/in/mikeromance/Aaron Moncur, host The Wave is  a place for engineers to actively learn, share ideas, and engage with people doing similar work. Learn more at thewave.engineer Subscribe to the show to get notified so you don't miss new episodes every Friday.The Being An Engineer podcast is brought to you by Pipeline Design & Engineering. Pipeline partners with medical & other device engineering teams who need turnkey equipment such as cycle test machines, custom test fixtures, automation equipment, assembly jigs, inspection stations and more. You can find us on the web at www.teampipeline.us Watch the show on YouTube: www.youtube.com/@TeamPipelineus

At ITEXPO / MSP EXPO, Simon Bradbrook, Senior Sales Engineer BSG at Snom, joined Doug Green to discuss why hardware reliability, mobility, and voice infrastructure still matter in a cloud-first world. Snom, a member of the Cloud Communications Alliance (CCA), was one of the original IP phone manufacturers, launching one of the first commercially available IP phones in 2001. Today, Snom operates under the global manufacturing strength of VTech, one of the world's largest electronics manufacturers, with additional portfolio depth through the acquisition of Gigaset. Bradbrook highlighted Snom's wireless DECT solutions as a major differentiator for MSPs. Unlike Wi-Fi-based voice devices, DECT was purpose-built for voice communication, providing secure, encrypted, and highly reliable connectivity—especially critical in healthcare, assisted living, and large campus environments. “When I need to make an emergency call, I want to rely on a product that's actually going to complete that call,” Bradbrook noted, underscoring the importance of dependable voice in mission-critical settings. The Snom M900 multi-cell DECT system, which was used live during MSP Expo for staff communications, supports use cases ranging from hospitals and retirement facilities to warehouses. Features such as encrypted voice channels and optional accelerometer-based emergency alerts—capable of detecting a fall and automatically triggering assistance—expand the value proposition for MSPs serving vertical markets with safety and compliance requirements, including HIPAA-sensitive environments. Through VTech's global manufacturing footprint and distribution network, Snom is able to offer a three-year advanced replacement warranty. If a hardware issue is confirmed, a replacement unit is shipped immediately—without waiting for return processing—providing operational continuity for MSP partners and their customers. For MSPs seeking to expand beyond standard desk phones into scalable mobility and enterprise-grade wireless solutions, Snom and Gigaset offer complementary portfolios designed to fit environments from SMB retail to large enterprise campuses. Visit https://www.snomamericas.com/

Didero functions as an agentic AI layer that sits on top of a company's existing ERP, acting as a coordinator that reads incoming communications and automatically executes the necessary updates and tasks. Also, General Catalyst is in talks to lead Modal Labs' next round for the four-year-old startup, according to our sources. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This episode was first published on 18 July 2025.Cyber attacks can feel a layer detached from the real world. Yes, businesses frequently see IP stolen, get frozen out of systems, or have data wiped by malicious actors. But if you haven't got your finger on the pulse, cyber attacks can also fail to register in your day to day.But there are instances where cyber attacks come crashing into the lives of everyday people, and become impossible to ignore: when attackers go after critical infrastructure and operational technology. Breaches and malware attacks at power and water plants, against core supply chain organizations, or against transport networks can all cause catastrophic damage, enormous financial losses – and even lead to deaths.In this episode, Rory speaks with Magpie Graham, technical director of intel and services at Dragos, to discuss attacks on operational technology, critical infrastructure, and the future of large-scale cyber attacks.Read more:What is operational technology – and why is it at risk?Manufacturing firms are struggling to handle rising OT security threatsWhen everything connects, everything's at riskFormer NCSC head says the Jaguar Land Rover attack was the 'single most financially damaging cyber event ever to hit the UK' as impact laid bareCISA shares lessons learned from Polish power grid hack – and how to prevent disaster striking again

This episode of MakingChips is different from most conversations we have on the show, and it needed to be. In late 2025, the manufacturing community was shaken by the murder of Amber Czech, a welder who was killed by a coworker after reporting harassment multiple times. That tragedy forced many of us to confront an uncomfortable truth: workplace violence and harassment are not abstract issues. They are real, ongoing, and present in the trades today. In this episode, Paul Van Metre is joined by Nush Ahmed, CEO of Sisterhood of Trades, along with two national experts who work directly on workplace violence and gender justice. Jessica Stender of Equal Rights Advocates and Anna Van Balen of Futures Without Violence bring decades of experience working with employers, workers, and policymakers to help address harassment, escalation, and prevention in real workplaces. Together, we talk candidly about how harassment often becomes normalized in the trades, why underreporting is so common, and how unchecked behavior can escalate into violence. We also discuss what shop owners and leaders can do today, not just to comply with the law, but to build workplaces that are genuinely safe, respectful, and welcoming. This conversation is about responsibility. It's about leadership. And it's about recognizing that culture, policies, and daily behavior all play a role in preventing harm. For owners, managers, and anyone who cares about the future of manufacturing, this episode is a call to take workplace safety seriously, before another tragedy forces the issue. Segments (0:54) Introducing Nush Ahmed and her work advocating for women in the trades (2:44) Why the murder of Amber Czech prompted this episode (4:56) Introducing Anna Van Balen and the work of Futures Without Violence (6:26) Introducing Jessica Stender and Equal Rights Advocates (7:28) What Nush hears daily from women in the trades about harassment and safety (10:12) Why workplace culture must be addressed alongside physical safety (12:35) The data on harassment prevalence in skilled trades (15:14) What shop owners can do to begin protecting their teams (19:14) Why "check-the-box" training fails and what effective training looks like (21:38) How harassment escalates when early behavior goes unaddressed (22:50) Why reporting is so difficult and fear of retaliation is real (25:42) The reality of repeated HR reports and system failure (28:48) The responsibility of owners to investigate and act, even in small shops (32:16) Safety planning, allyship, and the role of bystanders (36:16) Building ally communities and encouraging men to engage constructively (39:41) What leaders can say and do proactively to create safer workplaces (41:53) Why respectful workplaces benefit everyone, not just marginalized groups (42:50) Reviewing policies, audits, training, and reporting structures (48:50) Practical resources available to employers and workers (52:10) Sisterhood of Trades resources and community support (55:06) How to connect with Jessica and Anna's organizations (56:38) How to engage with Sisterhood of Trades and Next Gen MFG (58:03) Closing reflections on responsibility, culture, and speaking up Resources mentioned on this episode Connect with Anna Van Balen and Futures Without Violence Connect with Jessica Stender and Equal Rights Sexual Harassment Response Training and Toolkit Sexual Assault Response Training and Toolkit How to create workplace policies Workplaces Respond National Resource Center  The California Civil Rights Department  Email: workplacesrespond@futureswithoutviolence.org Tradeswomen Task Force Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

3 Manufacturing Red Flags That Can Destroy Your Apparel Brand If your manufacturer's quote feels too cheap or the turnaround time sounds unrealistically fast, this episode could save you tens of thousands of dollars. In this episode of the Business of Apparel Podcast, Rachel breaks down three critical manufacturing red flags every apparel brand owner must know before signing with a factory. These are the costly mistakes that quietly kill margins, compromise quality, and leave founders with zero leverage when production goes wrong. You'll learn how professional factories actually operate, why "perfect samples" don't guarantee perfect production, and how to protect yourself with the right agreements, tech packs, and ownership structures, before it's too late. Sign up for the Secrets Behind Billion Dollar Apparel Brands Masterclass here: https://www.thebusinessofapparel.com/secrets Join The Board here: https://www.thebusinessofapparel.com Key Moments: 00:23 Understanding Manufacturing and Production Red Flags 01:54 The Importance of a Golden Sample 04:24 Protecting Yourself with Vendor Agreements 09:00 Owning Your Tech Pack and Patterns 12:41 Evaluating Manufacturer Transparency 18:06 Conclusion and Invitation to Join the Board 19:53 Final Thoughts and Contact Information   Watch more of The Business of Apparel Podcast episodes: Wholesale 101: https://youtu.be/lpezH1YwCyE Use AI in Your Apparel Brand: https://youtu.be/Dn9tjPNmfaw  Grow A 7-Figure Apparel Business: https://youtu.be/rpQYDyo5Rao We can't wait to hear what you think of this episode! Purchase the Business of Apparel Online Course: https://www.thebusinessofapparel.com/course ABOUT RACHEL: Rachel Erickson—Fractional COO, Apparel Industry Consultant, and founder of Unmarked Street and The Business of Apparel. With 20+ years in technical design and product development leadership, I've sat at the executive table of a $25M apparel line and helped scale it to $60M in one year. After decades working inside major fashion companies, I learned the truth behind billion-dollar brands, and it's not about chasing trends or pumping out endless products. It's about building clean processes, tightly edited assortments, and obsessively focused customer targeting. I help founders and CEOs of performance apparel brands: ✅ Build lean, profitable product lines ✅ Streamline operations for growth ✅ Replace overwhelm with executive clarity ✅ Create garments that fit bodies in motion   Whether you're just hitting $1M in revenue or trying to break through the $10M ceiling, my team joins you as an embedded operations and product partner—running fittings, line plans, tech packs, and vendor communications so you can get back to leading.   To connect with Rachel, you can join her LinkedIn community here: LinkedIn. To visit her website, go to: www.unmarkedstreet.com.   

This episode wraps up our Technology Modernization theme with a Siemens perspective that feels very grounded in what factories are actually dealing with right now. Brian Albrecht and Louis Hughes from the Siemens XD team walk through what they are seeing in the field across brownfield and greenfield conversations, why executives keep asking for industrial AI before the foundations are ready, and what it really takes to turn messy plant data into something you can trust for analytics, operations, and eventually AI enabled workflows.A big thread in this conversation is that modern manufacturing is not blocked by ambition, it is blocked by readiness. Everyone wants faster decisions, fewer surprises, and higher uptime, but the path there usually starts with boring work that is not optional. Data transparency across machine, plant, MES, and cloud layers. A clear definition of what real time actually needs to mean for a given use case. And a plan to contextualize and orchestrate data so that AI does not get fed junk inputs. Brian and Louis explain how they approach those early customer conversations, how workshops turn vision into prioritized use cases, and why trust, pilots, and repeatability matter more than flashy demos when you are working in regulated or high consequence environments.If you have been hearing nonstop AI buzz but you are still wrestling with legacy controls, inconsistent tags, documentation that no one can find, and seven layers of security constraints, this episode is for you. We get into practical use cases like AI vision and anomaly detection, LLMs for tribal knowledge and troubleshooting workflows, and the idea of fast versus slow AI, meaning AI that must act during production versus AI that can analyze after the fact.Timestamps00:00 Welcome and why this episode closes the modernization theme02:10 Meet Brian Albrecht and Louis Hughes from the Siemens XD team05:25 Vertical differences across oil and gas, discrete, and process manufacturing07:50 What executives ask for right now beyond AI, factory of the future and data transparency10:50 Brownfield reality and why most modernization work starts with legacy systems12:30 The AI conversation when foundations are missing, meeting customers where they are15:10 Current AI use cases in manufacturing, downtime, throughput, LLMs, and vision18:10 What it means to be AI ready, data silos, contextualization, and orchestration23:50 Fast versus slow AI and why production time decisions are different from analytics25:30 Edge versus cloud architecture, latency, and where the data should live33:40 Cybersecurity, trust, and why perception can lag behind the technology36:50 Hallucinations, guardrails, and why recommendations usually come before automation51:10 Book recommendations, career advice, and future predictions for industrial AIAbout the hostsVlad Romanov is an electrical engineer with an MBA from McGill University and over a decade of experience in manufacturing and industrial automation. He has worked across large scale environments including Procter and Gamble, Kraft Heinz, and Post Holdings, and he now leads Joltek, helping manufacturers modernize systems, improve reliability, strengthen IT and OT architecture, and upskill technical teams through practical training and on site enablement.Dave Griffith is the cohost of Manufacturing Hub and an industrial automation practitioner who focuses on how modern technologies translate into real factory outcomes, from controls and data foundations to scalable implementation strategies.About the guestsBrian Albrecht started in electrical engineering and spent about a decade in systems integration in Oklahoma City focused on oil and gas, building SCADA, networking, and automation solutions and leading teams delivering real world projects. He now works with Siemens customers on building relationships and delivering solutions that create measurable value.Louis Hughes has roughly 20 years of manufacturing experience, starting in software development for manufacturing and engineering applications, then moving into solution architecture, services delivery, and experience center leadership. He now leads a smart manufacturing team, bringing a software and systems view into automation conversations focused on solving customer problems, not just deploying tools.Joltek Services - https://www.joltek.com/servicesContact Joltek - https://www.joltek.com/contactReferenced in the episodeProveIt Conference - https://www.proveitconference.com/Siemens - https://www.siemens.com/Crossing the Chasm by Geoffrey A Moorehttps://en.wikipedia.org/wiki/Crossing_the_ChasmExtreme Ownership by Jocko Willink and Leif Babinhttps://en.wikipedia.org/wiki/Extreme_Ownership

Clement Manyathela speaks to Busisiwe Mavuso, the Chief Executive Officer of Business Leadership South Africa about the business community’s expectations ahead of SONA 2026. Mavuso says a lot of economic progress has been gained but it would be tone deaf of the President not to address the cheap imports flooding the vehicle industry. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

On this episode, Nancy Hairston, CEO of MedCAD joins the show to discuss their innovative approach to the design and production of patient-matched medical devices using additive manufacturing. They’ve recently produced 3D-printed implants for wounded Ukrainian soldiers, an application where speed and accuracy can be life-changing. Their approach is 100% patient-customized, with every implant and […] The post From Scan to Surgery: 3D-Printed Implants for Injured Soldiers in Ukraine first appeared on Composites Weekly. The post From Scan to Surgery: 3D-Printed Implants for Injured Soldiers in Ukraine appeared first on Composites Weekly.

 Ryan Clarke, Co-Founder, CEO, and CTO of Syntax Bio, is focused on solving manufacturing challenges in producing stem cell-derived therapies, specifically the process of stem cell differentiation. The Cellgorithm platform was designed to make differentiation an engineering problem by using a modified form of CRISPR to turn genes on and off in a specific, controlled sequence, reducing processing time from months to days and resulting in cost savings. One goal is to use AI and machine learning to build models capable of predicting optimal gene regulation sequences accelerating the discovery of new differentiation protocols and treatments for degenerative diseases. Ryan explains, "The key problem that we are focused on applies to stem cell-derived cell therapies. And so, just for a little bit of context setting, we use induced pluripotent stem cells or IPS cells. And about 20 years ago, when these were first derived, everybody was very excited because this is the platform where you could then have an infinite supply of stem cells to then make any tissue-specific cell type at will, theoretically. Fast forward 20 years, and there are finally some cell therapies in phase three clinical trials, but none are approved yet. And that just tells you that the development cycle for this modality is actually slower than the other modalities, like biologics or small molecules. And the problem is manufacturing in particular, or how do you convert the stem cell into the target tissue cell type for the process of stem cell differentiation? And so we are solely focused on making stem cell differentiation an engineering problem rather than a kind of dark art."   "We have a program for type one diabetes that is making pancreatic beta cells from IPS cells. And we have also done some work in the musculoskeletal system. So these other cell types we focus on are more demonstrations of the platform technology, but we are interested in possibly co-developing those with other pharmaceutical partners, and that's the musculoskeletal cells of the hematopoietic system. And we've done some work on retinal cells as well, but we endeavor to make many other cell types. And our goal is to partner with the therapeutic experts in the area to develop these." #SyntaxBio #CellTherapy #CRISPR #StemCells #Biotech #RegenerativeMedicine #Diabetes #Manufacturing #Innovation #GeneTherapy #LifeSciences #Bioengineering #SyntheticBiology #CellProgramming syntax-bio.com Download the transcript here

 Ryan Clarke, Co-Founder, CEO, and CTO of Syntax Bio, is focused on solving manufacturing challenges in producing stem cell-derived therapies, specifically the process of stem cell differentiation. The Cellgorithm platform was designed to make differentiation an engineering problem by using a modified form of CRISPR to turn genes on and off in a specific, controlled sequence, reducing processing time from months to days and resulting in cost savings. One goal is to use AI and machine learning to build models capable of predicting optimal gene regulation sequences accelerating the discovery of new differentiation protocols and treatments for degenerative diseases. Ryan explains, "The key problem that we are focused on applies to stem cell-derived cell therapies. And so, just for a little bit of context setting, we use induced pluripotent stem cells or IPS cells. And about 20 years ago, when these were first derived, everybody was very excited because this is the platform where you could then have an infinite supply of stem cells to then make any tissue-specific cell type at will, theoretically. Fast forward 20 years, and there are finally some cell therapies in phase three clinical trials, but none are approved yet. And that just tells you that the development cycle for this modality is actually slower than the other modalities, like biologics or small molecules. And the problem is manufacturing in particular, or how do you convert the stem cell into the target tissue cell type for the process of stem cell differentiation? And so we are solely focused on making stem cell differentiation an engineering problem rather than a kind of dark art."   "We have a program for type one diabetes that is making pancreatic beta cells from IPS cells. And we have also done some work in the musculoskeletal system. So these other cell types we focus on are more demonstrations of the platform technology, but we are interested in possibly co-developing those with other pharmaceutical partners, and that's the musculoskeletal cells of the hematopoietic system. And we've done some work on retinal cells as well, but we endeavor to make many other cell types. And our goal is to partner with the therapeutic experts in the area to develop these." #SyntaxBio #CellTherapy #CRISPR #StemCells #Biotech #RegenerativeMedicine #Diabetes #Manufacturing #Innovation #GeneTherapy #LifeSciences #Bioengineering #SyntheticBiology #CellProgramming syntax-bio.com Listen to the podcast here

“We've been saying for years — stop telling everyone that the CD is dead, because it's not.”— Karen Emanuel OBE, Key ProductionIn this exclusive Music Biz Chat, Phil Aston from Now Spinning Magazine goes inside the physical music industry with Karen Emanuel OBE, CEO of Key Production — one of the UK's leading manufacturers of CDs, vinyl and premium physical formats.Forget the headlines. Karen shares what labels, artists and independents are actually ordering, why CDs are far from dead, how vinyl is evolving, and what collectors should expect next.If you care about physical music, this is a conversation that truly matters.

Allen and Joel are joined by Will Howell from Armour Edge in Edinburgh, Scotland. They discuss how Armour Edge’s semi-rigid polymer shields protect against leading edge erosion in harsh environments, the simplified installation process designed for rope access technicians, and the company’s expansion into North American manufacturing ahead of the 2026 blade season. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Allen Hall: Will welcome back to the program.  Will Howell: Thanks so much for having me guys. Nice to see you.  Allen Hall: So Edinborough is the home of Armor Edge.  Will Howell: Yes, indeed.  Allen Hall: Yeah. And we went to visit your facility a couple of days ago. Really impressive. There’s a lot going on there. Will Howell: Absolutely. Absolutely. Yeah. So the, we’ve been in the facility for, um, a couple of years now, and it’s really just all part of our expansion as we continue to. To, uh, grow as a business?  Allen Hall: Uh, well the thing that struck me first was efficiency. If you’re gonna be in wind, do you need to be efficient?  Will Howell: Yeah,  Allen Hall: exactly. You have  Will Howell: to  be,  Will Howell: look, we know that we are a, a relatively small team, but we’re, we are, we are very reactive and we are gonna be always responding to the, the requests. The, the market drive for us internationally now is where we are really focusing. And even though we’ve got our small base from there, we’re exporting internationally around the world. And so. Yeah, I’m, I’m, I’m glad you guys came by and kind of saw what we’re up to.  Joel Saxum: If we could ask one thing, this is what we would ask. Turn up the heat. Turn down the wind. Turn off the rain.  Will Howell: Yeah, I’m [00:01:00] sorry about that. Yeah. Yeah, it’s, uh, there’s not much we can do about that at the moment.  Joel Saxum: Well, I’ll tell you what, if, if you’re talking leading Edge protection products, leading edge protection shield. Born from an area that’s rainy, that has heavy rain erosion, that understands,  Will Howell: we know, we know rain. We know rain. Yes. Look, we’ve been out in the North Sea now for over, over, over five years. These things are just being abused by Mother Nature out there and, you know, but we’ve, we are, we’re getting really good results consistently. Um, the products lasting really well against that, against that weather. And I think what’s interesting for us as well is it’s, it’s not just the Scottish rain and the ice and the snow. We’re, we’re getting good results out in the. The planes in the Midwest as well now. Yeah. And yeah, so yeah, very uh, universal products, we hope,  Joel Saxum: I mean, so this is one of the things we always talk about. When you talk wind turbine blades and you listen to the manufacturers, a lot of them sit in Denmark where the problem is mist in the air, it is rain, it is droplet size. It’s all the conversation you hear. But where we [00:02:00] see wind is dust, bugs, those kind of things. Like, it’s, it’s different stuff, right? So like I’m, I live in Texas. One of the things that’s beautiful about my home in Austin is when I look to the west in the, at, in the evening, it’s bright red skies all the time. Well, that means there’s dust in the air.  Will Howell: Yeah.  Joel Saxum: Right. And that’s, and when I look west, what am I looking at? 23,000 turbines out in West Texas. Right. So everything out there is getting beat up where we look at, um, inspections of turbines and we see turbines that are 1, 2, 3 years old that look like they’ve been in operation for 15 years. Will Howell: Yeah. Yeah.  Joel Saxum: There’s nothing left of them.  Will Howell: I know. And. You know, people use analogies like, oh, it looks like it’s been sand sandblasted. But it it has, it has, it is sandblasted, you know, we’ve, we’ve now conducted testing where we have literally taken kind of aerospace level testing and blasted sand at these shields, and they’re super resilient. But it has to be that universal products of resisting the water droplet that the mist, that side [00:03:00] of the, of the erosion problem, but also the particulate matter in the air. And there’ve been some of the. Places that we’ve installed. There was actually one site where they had a local, um, open cast mining nearby, and there was like marble particulate matter in the air. And these machines were getting trash in a couple couple of seasons. And again, we’ve been on there now for, I think now is our third year in that particular site. And again, really good results.  Joel Saxum: Well, I think, um, I mean, we did take some B roll when we were at your facility. And again, thanks for welcoming Sam. We love doing those. It’s, uh, but you showed us your installation methodology, and maybe we’ll show some of that with our producer Claire on mm-hmm. On this video. Uh, but the, the way you guys design your installation methodology to be simple and robust, easy for the technicians to make sure they can’t get it wrong in the field because they got enough other things to worry about. Will Howell: Uh, you know, I think, I think that’s been a big part of our, of our kind of design ethos since the, since the early days in the, in the r and d phase, it wasn’t only finding a robust material for the LEP Shields, a robust. [00:04:00]Adhesive to bond them on, but it’s the, it’s the kind of higher level. How do you actually get that onto a blade in the field by a rope or standing in a platform up in the, up in the winds And so, yeah, understanding what the technicians are having to go through in order to install this stuff. And that then feeds into your quality. ’cause you can have the best lab results in the world from your perfect installation sitting in a factory somewhere. But actually it’s the guys on ropes that are doing the, doing the hard work out there.  Joel Saxum: We see that all the time with our, like with our lightning protection products like. People, can you give us this lab test? Like we can, we’ll stack you up with lab tests. Mm-hmm. But what we really wanna show you is the test from the field.  Will Howell: Yeah, yeah, yeah.  Joel Saxum: The test that where it’s been sitting, soaking, getting hit by lightning. Mm-hmm. All of these things for years and years and years. Yeah. That’s the results we wanna show you. ’cause those are real.  Will Howell: Absolutely. Yeah, yeah, yeah. Makes  Allen Hall: the demo you gave us to install the shields and it’s basically a series of shields that go along the leading edge of the blade, sort of two parts of that one. Obviously you’re trying to recover the lost power, the a EP, that’s, that tends to be the big thing, [00:05:00] except in some locations, like Joel’s pointed out, it’s not that the leading edge is just kind of lightly beat up. It’s really beat up.  Will Howell: Yeah. Yeah.  Allen Hall: And you’re trying to prevent that from happening or to just to provide some protection, uh, if you’re just sort of category three, and I, I wanna walk through that for a minute because the demo you did was really interesting and I. It, it made sense once you watch the process happen. Mm-hmm. It’s really clear, but you’re able to take sort of cat three damage on the leading edge and not have to go back and do a lot of repair to it, which is where the vast majority of the funds are used to sort of get the blade to a point you can apply leading product. Oh yeah. Yeah. With Armor Edge, you don’t really need to do that. Will Howell: Yeah. And I think that that that really comes into the. Into the value proposition of the, of the whole, of the whole process. If the labor costs and the downtime of the machines, there’s so much value in that. And so if you can reduce the repair time or just remove it completely, because you can install [00:06:00] directly on top of existing erosion, you’ve really saved some significant cost out of the, out of the job. And that’s really only just by function of the design of the shields. We are a, a semi rigid polymer material, so we don’t conform to the existing erosion that’s on the surface. So. Yes. If you, if you have a cap four or five and you have some structural glass repair that needs to happen to maintain the integrity of the blades, you still need to complete that repair. You don’t need to go any further. So if you’ve only got a one, two, or three, you’re talking the fillers, the putties on, on the surface. You don’t need to, to replace those. Just apply our high build adhesive, get the shield on top, and you’re finished.  Allen Hall: And so you start at the tip with a, a tip. Shield and then you work your way, kind of Lego wise up up the leading edge of the blade. Yeah,  Will Howell: yeah, yeah.  Allen Hall: It’s really straightforward and, and the, the system you’re using, the adhesives you’re using, and the techniques are really adapted for the technician. What I watched you do, I’m like, oh, wow, this is really [00:07:00] slick because there’s been a lot of thought going into this. You have done this. Hundreds of times yourself before you’ve shipped it out to  Will Howell: the world. Yeah, exactly. And, and that was, that was a big part of the, part of the r and d process is to, again, as I said, it’s, it’s not just affecting these applications in a lab environment. It’s saying, how does this feel up on a rope? How does it feel strapped into your work, into your work position? You’re handling stuff with your gear off your belt, and it’s a, it’s a, it’s a very difficult position to be installing any bit of, any bit of kit on. And if we can. Make that as an intuitive and as simpler process as possible, that’s gonna lead to quality installations down down the line.  Joel Saxum: Yeah. One of the things I really liked when you were showing us the installation was the fact that you had your own tools that you developed for it. Yeah. Yeah. Right. And it wasn’t, we’re not talking $10,000 tools here, but, but it was something that was. Specific, your scraper that you use to spread things around. Mm-hmm. That makes sense for that application. That helps the technician in the field.  Will Howell: Yeah.  Joel Saxum: And that was from  Will Howell: direct market feedback. Absolutely. [00:08:00] And so you’re not only getting feedback from the technicians every season. And we are, we are, we are really careful to get these, to get that feedback, have these washup meetings, you know, maybe a bit of constructive criticism. Criticism in the early days and build that into your design revs. Yeah. But as you say, hands, tools or processes, it’s all just. Quality steps. As we, as we, as we kind of move on.  Joel Saxum: I do, I do wanna make sure for anybody listening or watching this on YouTube, that that, that they know that this is not the actual final problem. These are trade show things. It’s not a bunch of little shells like this. You’re about a meter long. They’re about meter  Will Howell: long. Yeah. Yeah. Full size. And again, even the, even the length is optimized for, um, kind of rope access. We feel a meter is about as long as you can handle as a, as a kind of single, single piece. The. Adhesive is kind of curing during the time that you’re installing the shields. So a meter is good, you just just move on. Depending on what the customer’s looking for, that can be 10, maybe even 15 shields on [00:09:00] longer. Yeah, installations. Look, blades are getting bigger. The leading edge, erosion problems getting worse. So yeah, up about 15, 15 shields is probably about a maximum length that we tend to do in the field. Joel Saxum: So let’s you, you, you mentioned customers we’re talking about what they wanna see. Let’s talk customers a little bit. What does the geographic footprint look like for you guys commercially going into next year? Where, where do the installs go and what’s your focus?  Will Howell: Well, at the moment we are, we are spread internationally. Uh, obviously we are based here in Edinburgh and starting our out in the, out in the North Sea. Um, but over the past few seasons, our, our biggest market has been, has been North America. Um, so we’ve, we’ve really started to expand out there and that. I, I think even this season, again, it’s gonna be our biggest, our biggest market. Um, Joel Saxum: wha wha  Will Howell: okay. So yeah, the North American market’s gonna continue to be our biggest, um, installation base. So, um, this year we are probably on another thousand blades [00:10:00] or so, last season, um, this, this year significantly more, more than that. It’s been interesting for us to see the. The continued growth of the market, but also the, a bit of additional interest early on in this season or even pre, pre-season Now, we’re only coming up to Christmas as we record this. Um, so the big step for us is gonna be not only expanding our European operation that you guys have seen, um, here from, from Edinburg to, to support the market here, but also looking at the manufacturing in America. So in North America, we’re gonna have. A couple of different manufacturing sites. We’re able to supply customers locally, which is not only gonna be reducing lead times, but also removing the the tariff burden, the import cost, any additional additional steps so we’re able to respond quicker to our customers over there. Joel Saxum: Thanks for bringing the jobs to the states too.  Will Howell: Oh, there we go. Love those.  Allen Hall: There’s a lot of variety of wind turbines in the US and around the world, and you’re actively scanning blaze [00:11:00] because the shields are specifically molded for each different blade type. How many models do you have already scanned and ready to go? Will Howell: So at the moment, um, I believe the database sits about 45 designs or so. Um, so obviously there, there are more designs than that out there, out there in the wild. But we’ve, we’ve made a big effort to try and focus on the really key, key OEMs, the really key blades types that are particularly, particularly prevalent. Um, so yeah, we’ve got a lot of designs. We’ve got a lot of existing tooling, so we can make part. Very quickly. Again, trying to be as reactive as we, as we can to, to our, to our customer base. But as you say, that database is continually growing. So we have maybe some of the, the less popular blade models that we haven’t yet got to some of the out, the kind of fringe shoulder, shoulder models. Um, we’ll be trying to scan a few more of those. This, this coming season, just to keep on building up that, that kind of knowledge, knowledge base.  Allen Hall: So what does that look like now that you have this large database and. Uh, the sort of the [00:12:00] molds to make the product. Mm-hmm. You can do things at scale, I assume now you’re, you’re talking about thousands of blades for this upcoming season. Will Howell: Yeah, I mean, it’s, uh, when we, when we approach our manufacturing partners, obviously what we’re talking about are individual tools and then making plastic polymer parts from those, from those tools. And so when we start talking about wind farms with just a few hundred machines, then that’s maybe a few thousand parts. But for these, for these manufacturers, that is small fry. So our ability to scale from the point of having those tools is very rapid. So our approach to the market and our ease of scaling very quickly has just, it’s, again, it is part of our, it’s part of our model. That’s why we can engage now in local manufacturer, like in North America to, to support the market there. And it’s not only North Americas, we start to grow in, [00:13:00] um, in Europe here and as well as some of other target target markets. We’ve got some, some smaller in stores in India and in Australia. These are also targets where potentially we could start Manu Manufacturing as well in the future to assist in our scale up. Allen Hall: What, what is your lead time right now That’s from, from, from the point of, I call up will say, well, I’ve got a GE 62 2. I probably have 500 of them. What does that lead time look like?  Will Howell: So, uh, 6 2 2 is a very good example. It’s a very prevalent blade. Um, we’ve, we’ve had a number of projects for this, so we’ve got tooling ready to, ready to go. You’re probably talking around four to six weeks to get that. That’s fast material out. Yeah. Um, if it was a new design, it would be, it would be longer, but still you’re only up at 10 to 12 weeks for a new, a new design. So, yeah, it’s, it’s, uh, you know, as you guys have seen it, it’s quite an involved process. We’ve had a lot of. Design evolution to get here, but we’re quite a finesse process now.  Joel Saxum: Yeah, that was the exact question I was gonna ask because it’s one we get asked all the time too, right? What? What? Hey, and now it’s, we’re, [00:14:00] we’re sitting at the end of the year coming into the new year and in the United States, our blade season in the southern part of the states. Right. You’re south Texas, you’re starting in the next two months, right? Oh yeah. You’re starting end of January, beginning of February, and then that starts to roll north as we go. And by May we’re in full swing Absolutely. Across North America. So. If you’re a manufacturer listening to this, or a manufacturer, if you’re an operator listening to this and, um, you’re thinking, Hey, maybe, maybe I’d like to, if I don’t wanna roll it all out, maybe I’d like to try a couple. We’re gonna do an LEP campaign. Let’s get this stuff out there and see what it looks like. Um, you need to get ahold of will.  Allen Hall: Oh, you should, and you should try it. I think a lot of the operators haven’t dabbled too much. They’ve seen a lot of products on the market, a lot of sort of, uh, chemical mixing apply. A polymer to the leading edge tapes, products, tapes, paint, yeah. All, all of that. And the, the, the harder products haven’t seen as much favor, but the, the issue is, is that all the softer products, I’ll call them, wear easy or particularly with [00:15:00] dirt.  Joel Saxum: To me this is set it and forget it. Right. So this is a, this is an uptime podcast consultant type thing. I have always felt in the last, I don’t know, four or five years of my career that I get access to a lot of the. Subject matter experts and the products and solutions that are like top tier, right? These are the ones that I would, yeah, so I think a lot of times like, man, if I wasn’t, if I, Joel Saxon owned a wind farm and I was an operator, I would do this. I would do that. I would, you know, I’d have Pete Andrews from me both here on here earlier today and I’d be doing these kind, but I would put a product like your under the armor edge shields on simply because to me, this is set it and forget it. Yeah, yeah. I’m gonna do it once and I’m done.  Will Howell: That’s it. You know, and we’ve got, we’ve got the initial lab test to kind of validate the really long lifetime of our products. But again, now we have the field data to back that up as there are many, many happy, happy customers in varying conditions. And, and yeah, it’s, it’s, it’s performing well. Interesting what you’re saying though, about. The lead time of the, um, products. You know, we’ve, we’ve really tried to [00:16:00] drive that down as much as, as much as possible. And look, we know the, the planning world out there is not, is not a perfect science, and there’s always gonna be people coming to us with super short, short lead times. But as we’ve scaled, that’s another, another issue that we’re trying to combat. So now that we have many years under our belt, our stock holding is increasing. We can do small projects, pretty much X stock. So we have. A stock of parts now that are available within a few days to ship out. It might just be a few, a few, a few machines. It could be a, a spot repair or a trial. Right, right, right. But we’ve got those, we’ve got those parts ready to go. So yeah, if anyone’s interested, even in a very short, short time scale, contact us. I mean, we may be able to help you out very, very quickly.  Joel Saxum: We’ve all heard about product. Disappearing outta the back of technician pickups in hotel parking lots too. Sometimes you just need an extra turbines worth the kit while you’re on site.  Allen Hall: That is for sure. And will I, if you, people haven’t heard of Armor Edge, which is hard to believe, [00:17:00] but I do run across them occasionally. Where should they go to learn more? How did they get ahold of you to, to set up a 2026 trial?  Will Howell: Yeah, so, um, I mean, our. Our, our website@armedge.com and that’s the, the UK spelling of arm edge with you in there. Yeah, yeah. Um, yeah, please come to the, come to the website. You can contact us through there. Um, I’m available on, on LinkedIn. Um, yeah, you can contact us anytime. Anytime. We, we do travel between, uh, the uk. Again, our US is a big, big market, so if you’re gonna be at any of the trade shows, you can come and come and say, Hey, and arrange a, arrange a time to. Time to talk. Yeah. Which, which of the trade shows are gonna be at this year? So we’ve got, um, blades, uh, the end of end of February, uh, in the US we’ve got, uh, the A-C-P-O-O and M event, um, event. And that’s the start of the start of March. Just before that, we’ll be, um, we’ve got one of our representatives in Australia at the Woma, [00:18:00] um, show as well. So, yeah. Yeah, it’s, uh, that’s the kind of the start, the start of the year as we move on. Um. Again, there’s gonna be a lot of, uh, interaction with customers and suppliers. So even outside the shows you, you might be able to get a hold of us, look out for us. Um, but I think coming up to the summer, we’ve then got the clean power event. We like to visit, visit that for a bit more of a higher, higher level view of what’s, uh, going on in, in the industry as well. Allen Hall: Well, will thank you so much for allowing us to get behind the scenes and. See the, the shop and see the, uh, demonstration of the installation of the shields. It was wonderful to see that. And thank you for joining us today.  Will Howell: No, great. Thank you very much for your time again. Appreciate it.

Podcast: Industrial Cybersecurity InsiderEpisode: Former NSA now Founder & CTO Breaks Cybersecurity Down: Satellites to ManufacturingPub date: 2026-02-10Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationDino sits down with Dick Wilkinson, CTO and co-founder of Proof Labs, to explore the intersection of space technology and industrial cybersecurity.Dick shares his 20-year journey in the U.S. Army with the National Security Agency, transitioning from signals intelligence to becoming a CISO for critical infrastructure organizations, including New Mexico's Supreme Court and the Albuquerque water authority.The conversation dives deep into the challenges of securing satellite systems with onboard intrusion detection and the persistent gap between IT and OT security teams. We also explore why the "castle wall" perimeter security model is dangerously outdated.Dick reveals how AI is lowering the barrier to entry for both attackers and defenders, and discusses the real-world applications of satellite communications in oil and gas operations.He also introduces a revolutionary physical layer-one air gap device called Goldilock Secure, which could transform how we protect remote industrial assets.This episode is essential listening for CISOs, CTOs, and security leaders looking to understand emerging threats in space-based infrastructure and practical solutions for securing distributed industrial environments.Chapters:(00:00:00) - Dick's Journey: From NSA to Space Cybersecurity(00:04:32) - What is Proof Labs and Why Space Security Matters(00:08:15) - Satellites as OT Assets: Oil, Gas, and Critical Infrastructure(00:12:47) - How Onboard Intrusion Detection Works in Spacecraft(00:16:23) - The Castle Wall Problem: Moving Beyond Perimeter Security(00:19:41) - IT vs OT: Bridging the Gap in Manufacturing Cybersecurity(00:24:18) - AI's Impact: Lowering the Barrier for Attackers and Defenders(00:27:35) - The Visibility Challenge: Why Most Plants Don't Know Their Assets(00:30:12) - Goldilock Firebreak: A Physical Air Gap Device That Changes Everything(00:35:20) - Real-World Applications for Remote Industrial Asset ProtectionLinks And Resources:Want to Sponsor an episode or be a Guest? Reach out here.Dick Wilkinson on LinkedInProof Labs WebsiteIndustrial Cybersecurity Insider on LinkedInCybersecurity & Digital Safety on LinkedInBW Design Group CybersecurityDino Busalachi on LinkedInCraig Duckworth on LinkedInThanks so much for joining us this week. Want to subscribe to Industrial Cybersecurity Insider? Have some feedback you'd like to share? Connect with us on Spotify, Apple Podcasts, and YouTube to leave us a review!The podcast and artwork embedded on this page are from Industrial Cybersecurity Insider, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Manufacturing company Skellerup has posted a record first half net profit, up 20% to $28.9 million - and they've upgraded their full year earnings guidance. The tariff hit is now expected to be just $2.5million this year - about half of what they originally feared. Chief Executive Graham Leaming told Mike Hosking that the company has made an effort in the US, and says the company's actions have helped prepare for the tariffs. "We have a strong presence on the ground in the US. We've got 50 people over there, so we understand our customers well and we understand the market well." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Peter & Dave sit down with Brett Adcock to discuss the future of Figure and Humanoid Robots.  Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Brett Adcock is the founder of Figure, an AI robotics company developing general-purpose humanoid robots. Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Dave Blundin is the founder & GP of Link Ventures – My companies: Apply to mine and Dave's new fund:https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   _ Connect with Brett: X Website: https://www.brettadcock.com/ Connect with Peter: X Instagram Connect with Dave: X LinkedIn Listen to MOONSHOTS: Apple YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   Why Oracle is Cutting Up to 30,000 Jobs, Q&A (Darian Chwialkowski, Third Stage Consulting) The Anatomy of an ERP Project Failure (Fred Hessler, Third Stage Consulting) Why Your Business & IT Operations Are in Conflict We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

In this episode of Whiskey & Windage, we're joined by Dustin Wallace from Faxon Firearms for a deep dive into the people, products, and innovation behind one of the most recognizable names in modern firearm manufacturing.Faxon has built a reputation for producing high-performance AR barrels, bolt carrier groups, rifle and pistol components, and upgrades trusted by shooters, builders, competitors, and enthusiasts across the country. Dustin takes us behind the curtain to talk about how Faxon approaches engineering, materials, testing, and quality control — and what it really takes to bring new products from concept to market.We discuss the evolution of the AR platform, what today's shooters are demanding, and how Faxon continues to innovate in a rapidly growing industry. From product development and manufacturing processes to trends shaping the future of firearms and shooting sports, this episode covers it all.If you're into building rifles, upgrading pistols, learning how firearm components are made, or just enjoy hearing the stories behind the brands shaping the industry, this is an episode you won't want to miss.Pour a glass, settle in, and enjoy another great conversation on Whiskey & Windage.

Imagine ERP systems that spot cyber threats before they strike, using AI to predict outages and banish reactive support forever. How close are we to invisible, proactive defense that keeps businesses unbreakable? Dive into the future where data and smarts outpace chaos.=====In this compelling episode of the Future of ERP podcast, SAP's Jens Bernotat, head of strategy, portfolio, and ecosystem management for SAP Support, shares transformative insights on evolving ERP customer support. He outlines a future where support becomes invisible through prevention, hyper-proactive with deep customer data insights, and accelerated by AI-driven recommendations. Jens emphasizes data's starring role in pattern detection via AI analytics, addresses change management for teams shifting from routine tickets to complex missions and AI curation, and reveals key KPIs like customer effort scores and health metrics. Practical advice includes starting with quick-win AI use cases, fostering team experimentation, and crafting transformation roadmaps. Listen now and rethink what ERP can do for your organization!⁠⁠⁠⁠Download Episode Transcript⁠⁠⁠⁠Useful Links: ⁠SAP Cloud ERP⁠Follow Us on Social Media!SAP S/4HANA Cloud ERP: LinkedIn=====Guest: Jens Bernotat, Head of Strategy, Portfolio and Ecosystem Management, SAP Customer Support at SAPJens joined SAP in 2007 as Vice President in the Corporate Strategy Group. Here, he has guided high impact programs with a focus on maintenance and support strategy, portfolio and commercial design. From 2011, Jens was driving strategy for Maintenance Go-To-Market, where he designed commercial transformation programs to the Cloud and new support offerings.Since 2017, Jens is driving SAP's maintenance and support strategy, orchestrating maintenance phases, end dates and the portfolio of support offerings. Jens also leads Ecosystem management, defining the setup of how partners deliver support to our customers.Host 1: Richard Howells, SAPRichard Howells has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability.Follow Richard Howell on ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ and ⁠⁠⁠⁠X⁠⁠⁠⁠Host 2: Oyku Ilgar, SAPOyku Ilgar is a marketer and thought leader specializing in SAP's digital supply chain and ERP solutions since 2017. As a marketer, blogger, and podcaster, she creates engaging content that highlights innovative SAP technologies and explores key topics including business trends, AI, Industry 4.0, and sustainability.She holds dual bachelor's degrees in Finance & Accounting and English Translation, along with a master's degree in Business Administration and Foreign Trade, specializing in marketing. With her background in digital transformation, Oyku communicates technology trends and industry insights to help professionals navigate the evolving business landscape.Oyku's ⁠LinkedIn⁠ and ⁠SAP Community⁠=====Key Topics: ERP support, proactive support, AI analytics, customer health, data patterns, change management, Black Friday uptime, support automation, ERP transformation, cyber prevention

In this episode, we explore why hyperconnected, orchestrated supply chains are critical, covering visibility, disruption management, talent, AI, collaboration, and how SAP and Deloitte help leaders modernize. Download the ⁠⁠⁠⁠⁠⁠episode transcript⁠⁠⁠⁠⁠ ===== This week we, together with Deloitte's Jagjeet Singh discuss the shift toward hyperconnected, orchestrated supply chains. They discuss today's top challenges - limited visibility, constant disruptions, and talent gaps - and how to break silos, align planning with execution, and use AI, control towers, and collaboration platforms to improve decisions. ===== Guest 1: Jagjeet Singh, US SAP Supply Chain Market Offering Leader, DeloitteJagjeet is a principal (equity partner) in the Deloitte US firm providing Consulting Services to clients in several industries including MedTech, Pharma, Consumer and Manufacturing. In his experience of more than 25 years, he has led global and complex enterprise transformation programs creating value for organizations through simplification, standardization, AI-enabled innovation and automation with SAP. He leads the US SAP Supply Chain market offering for the firm driving external relationships, internal talent enablement, and asset development for the supply chain domain. His end-to-end transformation expertise includes advising companies on implementing best business strategies to maximize revenue, minimize cost and improve margins. ⁠ Host 1: Richard Howells, SAP ⁠⁠Richard Howells⁠⁠ has been working in the Supply Chain Management and Manufacturing space for over 30 years. He is responsible for driving the thought leadership and awareness of SAP's ERP, Finance, and Supply Chain solutions and is an active writer, podcaster, and thought leader on the topics of supply chain, Industry 4.0, digitization, and sustainability. ===== Show Links: Deloitte: https://www.deloitte.comSupply Chain Management: ⁠⁠⁠⁠SAP Supply Chain Management⁠⁠⁠⁠ ⁠⁠⁠⁠SAP Insights: Supply Chain⁠⁠⁠⁠   Follow Us on Social Media  Richard Howells: LinkedIn, SAP Digital Supply Chain: LinkedIn   Please give us a like, share, and subscribe to stay up-to-date on future episodes!   =====  Chapters:   00:00:00: Intro00:01:25: Guest introduction00:02:19: Key 2026 challenges: visibility, disruptions, talent00:04:19:   What makes it difficult to react quickly and efficiently to disruptions? 00:09:06: Real impact of  internal silos and disconnected systems00:10:33: What leaders need: orchestration, risk mindset, and decision frameworks00:12:56: Using data and AI to automate and orchestrate end-to-end
00:16:36: Collaborating beyond the four walls and multi-tier visibility00:18:52:  Best practices & Quick wins: more agile and orchestrated supply chain00:22:00: How SAP and Deloitte partner on orchestration 00:24:32 What's the future of the supply chain?00:25:38: Outro

Dr. Sunny Cooke, President of MiraCosta College, chats about the college's mission to provide diverse educational opportunities, that include attaining a Bachelor's degree. Cooke highlights the college's dual enrollment program, which allows high school students to take college courses for free.  Cooke shouts out the MiraCosta Promise, offering two years of free education to full-time students, while emphasizing the importance of social mobility and workforce development.About Spotlight and Cloudcast Media  "Spotlight On The Community" is the longest running community podcast in the country, continuously hosted by Drew Schlosberg for 20 years.  "Spotlight" is part of Cloudcast Media's line-up of powerful local podcasts, telling the stories, highlighting the people, and celebrating the gravitational power of local.   For more information on Cloudcast and its shows and cities served, please visit www.cloudcastmedia.us. Cloudcast Media | the national leader in local podcasting.   About Mission Fed Credit Union  A community champion for over 60 years, Mission Fed Credit Union with over $6 billion in member assets, is the Sponsor of Spotlight On The Community, helping to curate connectivity, collaboration, and catalytic conversations.  For more information on the many services for San Diego residents, be sure to visit them at https://www.missionfed.com/

Big K Hour 2: Rich Fitzgerald talks Manufacturing and Pittsburgher Of The Year full 1209 Wed, 11 Feb 2026 16:46:00 +0000 PS3wGT2mXHBHiXclGaONw31rPh0XL7dJ news The Big K Morning Show news Big K Hour 2: Rich Fitzgerald talks Manufacturing and Pittsburgher Of The Year The Big K Morning Show 2024 © 2021 Audacy, Inc. News False https://player

Tuesday regular, Karl Denninger joins Kevin O'Neill to talk on a large variety of topics with an emphasis on today's upcoming labor numbers. Russell Rhoads and Larissa Adamiec join our second hour to discuss the live release of the jobs report with a focus on manufacturing, immigration and the generational change in living.

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Industrial Talk is onsite at MD&M West and talking to John Shegda, CEO at KMM Group about "Solving complex, high-precision manufacturing challenges". John Schegda, CEO of KMM Group, discussed the company's unique capabilities in high-tolerance machining and grinding, emphasizing their role in solving complex manufacturing challenges. KMM Group, formed by integrating three companies, specializes in difficult-to-manufacture parts, particularly in the medical device and aerospace sectors. Schegda highlighted a notable project involving a NASA component with stringent tolerances, illustrating their expertise. He also touched on the future of manufacturing, stressing the importance of right-sizing in the supply chain and the potential transformative impact of AI on the industry. Action Items [ ] Publish John Schegda's and KMM Group contact information on the Industrial Talk episode page so listeners can reach him (include LinkedIn and company links). Outline Introduction to Industrial Talk Podcast Scott introduces the episode of Industrial Talk, sponsored by MD&M West and News and Brews.The podcast is broadcasting live from MD&M West in Anaheim, showcasing a collection of problem solvers and innovations. Introduction of John Schegda and KMM Group Scott mentions John Schegda, CEO of KMM Group, and the upcoming conversation.John Schegda introduces himself and explains the formation of KMM Group, each letter representing a different company.John shares his background, starting with his family business, M&S Centerless Grinding, in the late 1950s.He discusses his decision to stay in the family business instead of pursuing medical school. John's Passion for Manufacturing John expresses his dedication to the manufacturing industry, describing it as rewarding despite its challenges.He references a book, "Smart People Should Make Things," which he believes highlights the importance of hands-on innovation.John explains the capabilities of KMM Group, focusing on high-tolerance machining and grinding.He emphasizes the company's ability to solve difficult manufacturing challenges for customers. KMM Group's Capabilities and Projects John details the different companies under KMM Group, each with unique capabilities in machining and grinding.He describes the company's consolidation into a single 100,000 square foot facility.John shares a story about a complex component for NASA, highlighting the tight tolerances required.He discusses the company's involvement in various industries, including medical devices, aerospace, and space exploration. Unique Manufacturing Challenges John recounts a project involving grinding stone core samples for Schlumberger Technologies.He describes the challenges of working with large stone samples and the importance of meeting exact specifications.John shares another story about a project for NASA, involving a tightly tolerated component for a Mars water loop compressor.He highlights the company's ability to handle unique and challenging manufacturing projects. Future of Manufacturing and Supply Chain John discusses the future of manufacturing, emphasizing the importance of right-sizing in the supply chain.He explains the impact of M&A activity on the industry and the need for boutique contract manufacturers.John talks about the potential of AI in transforming the manufacturing industry, both as a tool and a source of competition.He emphasizes the importance of...

In this episode, Dr. Shari Simpson speaks with Laura Varn about the unique challenges and opportunities of building HR from the ground up in the manufacturing sector. Listeners will learn about the importance of establishing a strong culture, the role of HR in startups, and practical strategies for engaging hourly workers. Laura shares insights on how to create a people-first environment that fosters growth and compliance while addressing the specific needs of the manufacturing workforce.   Listener Takeaways Understand the critical role of HR in shaping company culture from the start. Learn how to effectively engage hourly workers in a manufacturing setting. Discover practical strategies for implementing benefits that resonate with employees. Explore the importance of leadership visibility and communication in HR initiatives. Gain insights into the value of stay interviews and pulse surveys for employee feedback. Timestamps 00:00 – Introduction to the episode 00:34 – The excitement of building HR from scratch 02:26 – Where to start when building HR 03:58 – The importance of HR in startups 04:58 – HR's role in manufacturing environments 06:06 – Culture as a strategic lever 07:04 – Leadership's role in shaping culture 09:15 – Creative benefits in manufacturing 10:54 – Approaching skills development in manufacturing 12:57 – Learning from past HR challenges 15:16 – The importance of marketing in HR 16:27 – Building cohesive teams across departments 18:01 – Creating a culture of feedback 20:33 – Implementing stay interviews for engagement Guest(s): Laura Varn is the founder of Laura Varn and Associates, specializing in helping organizations build practical HR foundations that support growth, compliance, and a healthier culture. HR in manufacturing, building HR, company culture, employee engagement, manufacturing workforce, benefits strategies, leadership in HR, skills development, feedback culture, HR startups

What do smartphones, batteries, defense systems, and solar panels all have in common?They all depend on critical minerals like lithium, graphite, gallium, and polysilicon. Access to these resources affects how people, businesses, and governments communicate, generate power, and operate.In this episode, Chris sits down with Representative Haley Stevens from Michigan's 11th district to discuss her plans for lessening U.S. dependence on the production and refining of these resources from other countries.The conversation digs into the current state of the U.S. supply chain. We look at how innovation shaped the auto rescue during the 2008 recession and how it will continue to influence the success of the American auto industry over the next 25 years.We also unpack why Representative Stevens is passionate about the manufacturing industry, how it continues to shape her career, and the type of legislation changes you can expect from her 100-page proposal.In this episode, find out:How the auto rescue saved 200,000 Michigan jobsThe impact of the manufacturing industry on Representative Steven's career in CongressHow barriers to entry are costing the manufacturing industry room to innovateWhy it's important to bring the entire supply chain to the U.S.How Representative Stevens plans to lessen U.S. dependence on other countries for critical mineralsWhat needs to change from a federal level to fix supply chain vulnerabilities, lower costs, and create jobsHow environmental concerns fit into legislation plansThe importance of a tax code that empowers manufacturing workers and small businessesWhat will secure the future of American manufacturing for the next 25 yearsEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes: ”Somewhere between 85 and 95% of critical minerals are processed and refined in China. It's a supply chain vulnerability.”“We need to lessen our dependence on China, invest in loan guarantees and tax credits that will grow this industry here in the United States of America.” “Who will continue to lead the free world in the next 25 years? Well, it's going to be American industry through free market principles that allow for equal opportunity and people to thrive.”Links & mentions:Kennedy's Irish Pub, a longstanding Irish pub serving up draft brews, cocktails, and casual eats in a funky, upbeat atmosphere in Waterford, MI.Representative Haley Stevens, Congresswoman for Michigan's 11th District.Make sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in this episode. Stay Innovative, Stay Thirsty.Mentioned in this episode:Industrial Marketing Summit 2026The Industrial Marketing Summit is the go-to gathering for marketers working in the manufacturing, engineering and industrial sectors. Built by Gorilla 76 and TREW Marketing, IMS delivers strategic insight, hands-on learning and true community. Whether you're a team of one, or leading a scaled marketing department, you'll walk away ready to market smarter, lead stronger and impact your...

This week's episode is a special bonus preview of what's coming next on Problem Solved.We're heading to the Healthcare Systems Process Improvement Conference with Problem Solved LIVE, where we'll have an onsite booth. We'll be capturing real-time insights from attendees, speakers, and leaders across healthcare systems engineering.Hear what's coming up at HSPI, how you can get involved, and details about our live interviews and social media giveaway.If you're attending HSPI, stop by the Problem Solved LIVE booth and be part of the conversation. If you're not, follow along as we bring the conference experience directly to you. Follow Problem Solved on Instagram and YouTube now!

Global manufacturers are navigating a complex and rapidly evolving trade environment marked by shifting policies, geopolitical tensions, and supply chain disruptions. Fluctuating trade policies and geopolitical dynamics are testing the flexibility and resilience of many businesses. Ongoing changes to bilateral and multilateral agreements, including the US-Mexico-Canada Agreement that is being renegotiated this year, introduce uncertainty around rules of origin, labor standards, and enforcement, potentially influencing investment and operational decisions. In this episode of Risk in Context, Marsh Risk's Christopher Coppock, Falak Kothari, and Azzizza Larsen, discuss key challenges that manufacturers are facing and share practical advice to help businesses manage risk and build resilience in a fast-changing global trade environment. You can access a transcript of the episode here. Read Marsh's Trade policy outlook for North American manufacturing report. For more insights and insurance and risk management solutions, follow Marsh Risk on LinkedIn and X and visit marsh.com.

In this week's episode of FTR's Trucking Market Update podcast, we review some developments related to the English language proficiency requirement and discuss several other topics specific to the trucking industry, including overall market conditions, equipment demand, and data from the drug and alcohol clearinghouse. Plus, we discuss a key indicator of the manufacturing sector recap the week in diesel prices and the spot market for truck freight. The Trucking Market Update is hosted by FTR's Vice President of Trucking, Avery Vise. As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the presentation.Download the PDF: https://ftrintel.com/trucking-podcast Support the show

In this episode of Advanced Manufacturing Now, we speak with Dick Schenkel, industry veteran and former executive recruiter, about how retained search firms work, when and why companies should partner with a recruiter, and how candidates can position themselves to stand out in a competitive market.

When you talk to one manufacturer, you hear a story. When you talk to hundreds, patterns emerge. Today, we step back and examine what those patterns tell us about the real state of electronics manufacturing.Today's episode takes a step back from individual processes and technologies to look at the electronics manufacturing industry through a broader, editorial lens. My guest is Trevor Galbraith, publisher of Global SMT & Packaging—one of the industry's valuable trade publications.As a publisher, Trevor speaks with manufacturers, suppliers, technologists, and industry leaders from around the world. That gives him a unique vantage point—not just on where the industry is investing, but where it's struggling, where expectations and reality diverge, and how issues like reliability, workforce challenges, supply chain pressure, automation, and standards are truly playing out on the factory floor.In this Meet-the-Press–style conversation, we'll explore the current state of electronics manufacturing, how reliability is being prioritized—or deprioritized—amid cost and speed pressures, whether manufacturing processes are keeping pace with design complexity, and what Trevor sees ahead for the industry over the next five to ten years.This episode isn't about promoting solutions. It's about understanding the landscape, asking hard questions, and gaining perspective from someone who hears unfiltered voices across the entire electronics manufacturing ecosystem.Global SMT & Packaging Magazinehttps://www.globalsmt.net

As cell and gene therapies continue to deliver promising clinical results, manufacturing remains one of the biggest barriers to broader commercialization. Persistent challenges around cost, complexity, labor intensity, and vein-to-vein timelines—particularly for autologous CAR-T therapies—are limiting the industry's ability to scale beyond niche and last-line indications. Addressing these constraints will be critical if CGTs are to move earlier in treatment paradigms and reach more patients globally. In this episode of Off Script, we spoke with Jon Ellis, CEO of Trenchant BioSystems, about the current state of cell and gene therapy manufacturing and where the industry must go next. The conversation explores why traditional centralized manufacturing models are struggling to scale, how automation and digital batch records can significantly compress manufacturing timelines, and how emerging platforms are rethinking cell recovery, analytics integration, and starting material strategies.

#184: Dave's back and, as always, he is delivering pure fire. Pat and Dave talk about branding in the manufacturing. Here are just a few gems from the conversation: Without a brand playbook, every salesperson tells a different story Your website should build trust, not just list specs Consistency beats cleverness AI and modern content are table stakes now And the big takeaway: brand isn't fluff. It's operational discipline. When everyone tells the same story, sales get easier, trust builds faster, and the business scales. Boom! Connect with Dave on LinkedIn: https://www.linkedin.com/in/dave-coughlin-0870598/ Check out Dave's past episode here. Connect with Pat here: pmcgovern@ascedia.com Oh, before you go, please do us a favor. Take a minute and leave us a review. That's the energy that powers this supertanker!  Thanks, you're the best! Want more marketing insights? Take a look at our full lineup. This podcast is sponsored by Ascedia. A web development and digital strategy agency helping clients win in the digital space.

Welcome to another insightful episode of The Brand Called You! In this episode, host Ashutosh Garg sits down with Vijay Kumar, Founder & CEO of TSUYO Manufacturing Pvt Ltd, for a deep dive into the world of entrepreneurship, manufacturing, and innovation in India.Vijay Kumar shares his incredible journey from launching his first venture, Biryani Box, to leading multiple startups today. Discover how his approach to risk, decision-making, and building resilient supply chains evolved through real-world challenges—including GST and demonetization. Vijay reveals the critical importance of execution over ideas, offers actionable lessons on building sustainable businesses, and discusses how lean and Six Sigma principles power TSUYO Manufacturing's success.You'll also hear practical advice for aspiring entrepreneurs interested in the manufacturing sector—how to tackle capital intensity, the significance of cultivating a strong quality culture, and the future of automation, AI, and digital twins.

If your transformation plan depends on “people will find the time,” you don't have a plan.In this week's episode of the Only Constant, Sam Low (Global Transformation Leader - Capex Efficiency at Syngenta) discusses with Nellie Wartoft how he rolled out eight major processes in eight months by locking in dedicated full-time resources, earning buy-in from site leadership early, and structuring the work into five clear phases (from readiness and diagnostics through sustainment).Connect with:⁠⁠⁠⁠⁠⁠⁠⁠Nellie Wartoft⁠⁠⁠⁠⁠⁠⁠⁠CEO of ⁠⁠⁠⁠⁠⁠⁠⁠Tigerhall⁠⁠⁠⁠⁠⁠⁠⁠Chair of the ⁠⁠⁠⁠⁠⁠⁠⁠Executive Council for Leading Change (ECLC)⁠⁠⁠⁠⁠⁠⁠⁠nellie@tigerhall.com

Jason Koenig, Co-Founder and Managing Partner at Industrial Transportation Equipment (ITE), discusses how the firm leverages operations, portfolio management and data to drive investment returns, and the intersection of real assets, data and mobility. Jason will also discuss how ITE uses a "hands-on" approach to cultivate relationships, mine analytics, and generate cash flow.

In this episode of the Crazy Wisdom Podcast, host Stewart Alsop sits down with Larry Swanson, a knowledge architect, community builder, and host of the Knowledge Graph Insights podcast. They explore the relationship between knowledge graphs and ontologies, why these technologies matter in the age of AI, and how symbolic AI complements the current wave of large language models. The conversation traces the history of neuro-symbolic AI from its origins at Dartmouth in 1956 through the semantic web vision of Tim Berners-Lee, examining why knowledge architecture remains underappreciated despite being deployed at major enterprises like Netflix, Amazon, and LinkedIn. Swanson explains how RDF (Resource Description Framework) enables both machines and humans to work with structured knowledge in ways that relational databases can't, while Alsop shares his journey from knowledge management director to understanding the practical necessity of ontologies for business operations. They discuss the philosophical roots of the field, the separation between knowledge management practitioners and knowledge engineers, and why startups often overlook these approaches until scale demands them. You can find Larry's podcast at KGI.fm or search for Knowledge Graph Insights on Spotify and YouTube.Timestamps00:00 Introduction to Knowledge Graphs and Ontologies01:09 The Importance of Ontologies in AI04:14 Philosophy's Role in Knowledge Management10:20 Debating the Relevance of RDF15:41 The Distinction Between Knowledge Management and Knowledge Engineering21:07 The Human Element in AI and Knowledge Architecture25:07 Startups vs. Enterprises: The Knowledge Gap29:57 Deterministic vs. Probabilistic AI32:18 The Marketing of AI: A Historical Perspective33:57 The Role of Knowledge Architecture in AI39:00 Understanding RDF and Its Importance44:47 The Intersection of AI and Human Intelligence50:50 Future Visions: AI, Ontologies, and Human BehaviorKey Insights1. Knowledge Graphs Combine Structure and Instances Through Ontological Design. A knowledge graph is built using an ontology that describes a specific domain you want to understand or work with. It includes both an ontological description of the terrain—defining what things exist and how they relate to one another—and instances of those things mapped to real-world data. This combination of abstract structure and concrete examples is what makes knowledge graphs powerful for discovery, question-answering, and enabling agentic AI systems. Not everyone agrees on the precise definition, but this understanding represents the practical approach most knowledge architects use when building these systems.2. Ontology Engineering Has Deep Philosophical Roots That Inform Modern Practice. The field draws heavily from classical philosophy, particularly ontology (the nature of what you know), epistemology (how you know what you know), and logic. These thousands-year-old philosophical frameworks provide the rigorous foundation for modern knowledge representation. Living in Heidelberg surrounded by philosophers, Swanson has discovered how much of knowledge graph work connects upstream to these philosophical roots. This philosophical grounding becomes especially important during times when institutional structures are collapsing, as we need to create new epistemological frameworks for civilization—knowledge management and ontology become critical tools for restructuring how we understand and organize information.3. The Semantic Web Vision Aimed to Transform the Internet Into a Distributed Database. Twenty-five years ago, Tim Berners-Lee, Jim Hendler, and Ora Lassila published a landmark article in Scientific American proposing the semantic web. While Berners-Lee had already connected documents across the web through HTML and HTTP, the semantic web aimed to connect all the data—essentially turning the internet into a giant database. This vision led to the development of RDF (Resource Description Framework), which emerged from DARPA research and provides the technical foundation for building knowledge graphs and ontologies. The origin story involved solving simple but important problems, like disambiguating whether "Cook" referred to a verb, noun, or a person's name at an academic conference.4. Symbolic AI and Neural Networks Represent Complementary Approaches Like Fast and Slow Thinking. Drawing on Kahneman's "thinking fast and slow" framework, LLMs represent the "fast brain"—learning monsters that can process enormous amounts of information and recognize patterns through natural language interfaces. Symbolic AI and knowledge graphs represent the "slow brain"—capturing actual knowledge and facts that can counter hallucinations and provide deterministic, explainable reasoning. This complementarity is driving the re-emergence of neuro-symbolic AI, which combines both approaches. The fundamental distinction is that symbolic AI systems are deterministic and can be fully explained, while LLMs are probabilistic and stochastic, making them unsuitable for applications requiring absolute reliability, such as industrial robotics or pharmaceutical research.5. Knowledge Architecture Remains Underappreciated Despite Powering Major Enterprises. While machine learning engineers currently receive most of the attention and budget, knowledge graphs actually power systems at Netflix (the economic graph), Amazon (the product graph), LinkedIn, Meta, and most major enterprises. The technology has been described as "the most astoundingly successful failure in the history of technology"—the semantic web vision seemed to fail, yet more than half of web pages now contain RDF-formatted semantic markup through schema.org, and every major enterprise uses knowledge graph technology in the background. Knowledge architects remain underappreciated partly because the work is cognitively difficult, requires talking to people (which engineers often avoid), and most advanced practitioners have PhDs in computer science, logic, or philosophy.6. RDF's Simple Subject-Predicate-Object Structure Enables Meaning and Data Linking. Unlike relational databases that store data in tables with rows and columns, RDF uses the simplest linguistic structure: subject-predicate-object (like "Larry knows Stuart"). Each element has a unique URI identifier, which permits precise meaning and enables linked data across systems. This graph structure makes it much easier to connect data after the fact compared to navigating tabular structures in relational databases. On top of RDF sits an entire stack of technologies including schema languages, query languages, ontological languages, and constraints languages—everything needed to turn data into actionable knowledge. The goal is inferring or articulating knowledge from RDF-structured data.7. The Future Requires Decoupled Modular Architectures Combining Multiple AI Approaches. The vision for the future involves separation of concerns through microservices-like architectures where different systems handle what they do best. LLMs excel at discovering possibilities and generating lists, while knowledge graphs excel at articulating human-vetted, deterministic versions of that information that systems can reliably use. Every one of Swanson's 300 podcast interviews over ten years ultimately concludes that regardless of technology, success comes down to human beings, their behavior, and the cultural changes needed to implement systems. The assumption that we can simply eliminate people from processes misses that huma...

If you're locking in the wrong contracts or risking your business with bad financing, this episode with Rob Misheloff of Smarter Finance USA explains why you need a smarter freight pricing strategy, cautious contract bids, and strong carrier relationships to stay profitable in today's volatile transportation market. Rob covers the current trucking financing challenges, from equipment costs doubling and tighter credit markets to the reality of personal guarantees, common predatory lending scams, and the financial mistakes first-time owner-operators make when they don't know their true cost per mile. We also discuss the best truck financing practices, including why OEM dealers should be your first stop, when banks make sense, and how trusted brokers can help when options get tight—so you can protect your cash flow, avoid risky contracts, and build a trucking business that actually lasts!   About Rob Misheloff Robert is the founder of Smarter Finance USA (Smarter Equipment Finance LLC). After spending 10 years running a marketing company that served equipment finance and small-business finance brands, he built Smarter Finance USA to address a recurring problem he saw across the industry: when small businesses couldn't access bank loans, many were pushed into opaque financing processes where critical details were unclear until late in the deal. Robert's work centers on helping business owners and commercial sellers understand the real terms behind equipment and commercial vehicle financing - how offers are structured, where costs hide, and how to protect against common traps such as rate/term misrepresentation, conditional approvals, fee stacking, and deposit scams. His insights have been featured in industry outlets including Manufacturing.net and Overdrive Online.  

Dhruv and Ravi are back to talk about the rise of agentic AI — their experience with Claude Code and Cursor, what agents actually are, and why they think a tsunami is coming for software engineers and knowledge workers. The Tsunami Warning The feeling since late 2025 — prapancham roju roju ki maripotundi The COVID masks analogy — we are those people now Why the folks back home aren't feeling it yet Timeline — How We Got Here GPT-2 (2020) → ChatGPT (2022) → Cursor (2023) → Claude Code & Opus 4.5 (2025) The Evolution of AI Coding Chat interface — copy-paste snippets from ChatGPT Assisted coding — Cursor tab-complete, you drive, model navigates Agentic coding — the agent drives, you're the passenger Cursor vs Claude Code — why Claude Code wins The Autopilot vs FSD analogy WTF is a Model? Giant N-dimensional matrices with weights Text in, everything out Bigger model, better responses WTF is an Agent? Model = brain, Agent = human Agent uses the model to operate tools — like a robot with a task Inference and Context Engineering Sessions, prompting, context windows SWE = Context Engineering + Verification Engineering Memory, Skills, and the Matrix Kung-Fu analogy Agent Harnesses Claude Code, Cursor, Agent SDKs Programming in English It's fun, addictive, and an art Communication skills over coding skills Good taste, strong architecture, trash your prior beliefs My Thesis — And How It Was Wrong Thought it'd hit "IT workers" first, not Big Tech But the tsunami hits the coast first — US and Big Tech have closed loops Tesla car Dharavi slums lo nadavadhu — we paved 6-lane roads for AI Knowledge Work, Manufacturing and Farming Any work where you can "close the loop" is at risk Manufacturing with QC — robots were always there, programming them was hard Farming — mostly done What is Still Scarce? Ideas, customer acquisition, creative content, land Creating software is no longer scarce Ippudu Em Cheyyamantaru Saar? We don't need SWEs, we need builders Product sense, distributed systems, build-sell-ship quickly The existential dread — we don't have 10 years, or 5, or even 2 Collective mental health crisis and economic reshaping ahead The fire storm is coming

The Today in Manufacturing Podcast is brought to you by the editors of Manufacturing.net and Industrial Equipment News (IEN).This week's episode is brought to you by Epicor. Did you know that:70% of companies say generative AI has either already disrupted their business, is starting to disrupt their business, or will have significant impact in the next 18 months.32% of companies view AI as the most important technology in their organization today.28% of companies will pay more for AI as they consider it the most essential in their SaaS application.A new report, “AI and Manufacturing: How AI Is Reshaping Manufacturing Strategies,” tells you how to implement AI and increase time to value with AI. Download the report right now.Every week, we cover the biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Former First Brands CEO Patrick James and His Brother Are Indicted for Bilking Billions from Banks- Honda, GM to End U.S. Manufacturing Joint Venture This Year- Tesla to Close Down Production of Two Car ModelsIn Case You Missed It- Waymo Gets $16 Billion Injection- Trump Administration to Create a Strategic Reserve for Rare Earth Elements- Porsche May Kill These 2 Models Before They Even Hit the MarketPlease make sure to like, subscribe and share the podcast. You could also help us out a lot by giving the podcast a positive review. Finally, to email the podcast, you can reach any of us at David, Jeff or Anna [at] ien.com, with “Email the Podcast” in the subject line.

The way you treat people in business often matters more than the deal itself. Andrew and Jay talk about what happens when something breaks, an emergency hits, or you need a favor...and why companies that build goodwill get help while others get ignored. Drawing on real shop experience, customer behavior, game theory, and a Godfather analogy, they challenge the idea that business is a zero-sum game and argue that collaboration, trust, and shared wins quietly determine who survives and who doesn't.Before that they catch up on what's happening in their shops, covering recent machine work, air and power challenges, and small automation ideas to reduce wasted effort. They talk through using AI for internal software, quoting, and understanding business data; they also talk through websites, first-mover advantage, practical 3D printing workflows, and more.