Podcasts about Manufacturing

In today's world where every imaginable product can appear at your doorstep with the click of a button, the art that goes into manufacturing those products is increasingly overlooked.  Tim Minshall is a professor of innovation at the University of Cambridge and the author of How Things Are Made: A Journey Through the Hidden World of Manufacturing. As head of the Institute for Manufacturing, Tim is shaping the future leaders of manufacturing and reinforcing the critical role manufacturing plays in today's world.  In this conversation, Tim and Greg discuss the disconnect happening between modern-day consumers and the products they buy, plus the misconception that manufacturing has declined. They also delve into the complexity and fragility of manufacturing systems, the role of education in manufacturing, challenges in reviving manufacturing, and the future of manufacturing and software integration.  *unSILOed Podcast is produced by University FM.* Episode Quotes: Bridging the gap between idea and implementation 08:09: The narrative has got a bit confused. This idea that there is a thing called innovation where you have got all the great science and technology and all this cool stuff happening, and that is brilliant. And then there is a bit, which is now implement, or we can call that manufacturing and, as you say, not without its challenges to scale and support software at scale. It is a non-trivial challenge. But if you are scaling up the production process for a new cell therapy to treat cancer or scaling up the production of, a novel semiconductor approach using, I do not know, compound semiconductors, there is, as you say, massive physical challenges involved there, so, but to me that is all part of the same innovation story. You go from the idea and the market opportunity all the way through is part of the innovation story. There is not this neat line in the middle which goes, yes, we have done with the innovation, now we manufacture. Have we become disconnected from how manufacturing happens? Every single thing we can see, unless it is a plant, a rock, an animal, or another human, has been manufactured...All of these things have been manufactured, and so there has been a slight worrying thing that has happened, certainly in the UK, and I suspect a little bit in the US as well, which is we have become disconnected from how that happens. And the more we become disconnected from it, the less we appreciate how incredibly clever it is. What are one of the biggest challenges facing manufacturing? 16:39: One of the biggest challenges facing manufacturing is. Getting good people to want to work in factories. Surely step one is making it visible. If you do not know it and you have not seen it, you are unlikely to just go, oh, I want to get involved in manufacturing. You need to have seen it. Repositioning manufacturing as the thing that drives solution 23:24: We have to reposition manufacturing as the thing that drives solutions. It is the thing that pushes us to deal with the energy transition. It allows us to deal with our multiple healthcare crises. It is what allows us to deal with sustainability challenges, all of these, it allows us to deal with the defense challenges. Geopolitics at the moment is pointing to extremely important role for manufacturing. We would rather not be in this situation, but it is an absolute truth. Show Links: Recommended Resources: I, Pencil Breakneck: China's Quest to Engineer the Future by Dan Wang  Why Isn't the Whole World Developed? Lessons from the Cotton Mills by Gregory Clark Jeff Immelt | unSILOed John Taylor Ha Joon Chang | unSILOed Guest Profile: Faculty Profile at University of Cambridge's Institute for Manufacturing Professional Profile on LinkedIn Profile on X Guest Work: How Things Are Made: A Journey Through the Hidden World of Manufacturing – A Guide to Sustainable Innovation - US Your Life Is Manufactured: How We Make Things, Why It Matters and How We Can Do It Better - UK  Google Scholar Page Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Szytel from The Bahnsen Group recaps a modest down day in markets—Dow down 267 points, S&P 500 down 0.25%, and Nasdaq down 0.33%—while noting the market remains up on the week. The 10-year yield edged down to about 4.07% amid expectations that a new Fed chair in May could eventually bring short-term rate cuts. He discusses rising Middle East tensions and increased U.S. presence tied to Iran, which has helped push crude higher (about 6% over two days; up ~15% YTD), but argues energy's strong performance is primarily driven by supply/demand fundamentals and well-run businesses, with the sector up ~23% YTD and 95% of names above their 200-day moving average. He highlights leadership from defensives like energy, industrials, staples, and materials—often a late-cycle signal—while technology and communication services lag, with only ~40% of names above their 200-day averages; he notes some software valuations have compressed from mid-30s multiples to low-20s. Economic updates include better-than-expected initial jobless claims (206k vs 220k), a wider December trade deficit (over $70B vs ~56B expected), a stronger Philly Fed manufacturing reading, and weaker pending home sales. He closes by answering a question on non-GAAP vs GAAP P/E ratios, explaining non-GAAP adjusts for one-time items to estimate normalized earnings, while cautioning that recurring “anomalies” can make non-GAAP misleading and require careful analysis. 00:00 Market Close Recap: Indexes Dip, Rates Steady 00:52 Energy Sector Strength: Oil Headlines vs Real Fundamentals 02:08 Sector Rotation & Valuations: Defensives Lead, Tech Lags 03:30 Economic Data Roundup: Jobs, Trade, Manufacturing, Housing 04:07 Viewer Q&A: Non-GAAP vs GAAP P/E Ratios Explained 05:28 Wrap-Up & Weekend Sign-Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In aerospace and defense, a structural shift in global manufacturing is underway. Supply chains are strained, skilled labor is scarce, and production backlogs are testing relationships between OEMs and suppliers across the globe. So the industry is being forced to look for answers in new places. One of those places is India.  What started as an engineering and software hub is rapidly becoming something much larger.  A manufacturing powerhouse capable of delivering aerospace-grade quality, advanced digital operations, and the scale required to support global demand. In this highlight episode, I revisit my conversation with the co-founder and CEO of Jeh Aerospace, Vishal Sanghavi.  He explains why major suppliers are moving work to India, how credibility is earned with Western customers, and why the opportunity ahead is bigger than a simple cost advantage. You'll also learn: Why labor shortages in the U.S. are accelerating permanent shifts in manufacturing geography How pairing India's talent base with modern digital infrastructure changes what suppliers can deliver What it takes to overcome skepticism and prove reliability to Western aerospace customers Why the companies that win will think beyond arbitrage and build technology leverage How India's momentum could reshape the global supplier map for decades Why, with market demand, policy movement, and geopolitics aligning, the window of opportunity is now   About the Guest Vishal R. Sanghavi is the co-founder & CEO of Jeh Aerospace. He has been a leader in the aerospace and defense (A&D) industry for nearly two decades. He co-founded Jeh Aerospace in 2022 with his long-time colleague Venkatesh Mudragalla. This US-based company manufactures aerospace and defense components to address the industry's global supply chain constraints. Vishal is on a mission to transform aerospace manufacturing by harnessing the power of advanced technologies like robotic automation, AI, and AR/VR, and leveraging the vast talent pool of countries like India through friend-shoring. He is building Jeh Aerospace into a new-age technology-driven manufacturing company that will deliver stringent-quality flying parts 10x faster, better, and cheaper. Vishal's entrepreneurial journey began at the renowned Tata Group, where he built and led large multimillion-dollar businesses and became one of the youngest CXOs for the group. He spearheaded numerous aerospace businesses during his tenure, including the Tata Boeing Joint Venture (JV), Tata Sikorsky JV, and Tata Lockheed JV, which manufacture large, complex aerospace systems. To learn more, visit https://jeh.aero/.    About Your Host Craig Picken is an Executive Recruiter, writer, speaker, and ICF Trained Executive Coach. He is focused on recruiting senior-level leadership, sales, and operations executives in the aviation and aerospace industry. His clients include premier OEMs, aircraft operators, leasing/financial organizations, and Maintenance/Repair/Overhaul (MRO) providers, and since 2008, he has personally concluded more than 400 executive-level searches in a variety of disciplines. Craig is the ONLY industry executive recruiter who has professionally flown airplanes, sold airplanes, and successfully run a P&L in the aviation industry. His professional career started with a passion for airplanes. After eight years' experience as a decorated Naval Flight Officer – with more than 100 combat missions, 2,000 hours of flight time, and 325 aircraft carrier landings – Craig sought challenges in business aviation, where he spent more than 7 years in sales with both Gulfstream Aircraft and Bombardier Business Aircraft. Craig is also a sought-after industry speaker who has presented at Corporate Jet Investor, International Aviation Women's Association, and SOCAL Aviation Association.    For more aerospace industry news & commentary: https://craigpicken.com/insights/.  To learn more about Craig Picken, visit https://craigpicken.com/.  

On this episode, Bryan Hassin, CEO of DexMat, joins the show to discuss Galvorn – a next-generation conductive material designed for high-performance, weight-constrained applications across aerospace, defense, automotive, and data infrastructure. Their latest funding marks a transition point for the company, from deep materials R&D into production scale and customer qualification. Bryan has spent his career working at […] The post Introducing Galvorn: The Lightest, Strongest and Most Conductive Material on the Planet first appeared on Composites Weekly. The post Introducing Galvorn: The Lightest, Strongest and Most Conductive Material on the Planet appeared first on Composites Weekly.

Welcome to Manufacturing Greatness with Trevor Blondeel, where we work with organizations to manufacture greatness by leveraging resources you already have to achieve greater retention, productivity, and profits. To learn more, visit www.manufacturinggreatness.com and click here to subscribe to Trevor's monthly newsletter. Now, let's jump in! In this episode, Bruce Mayhew, corporate trainer, keynote speaker, executive coach, and author, shares insights on manufacturing leadership, communication skills, and trust building for Operations Managers, Production Managers, Manufacturing Managers, and Shift Supervisors. You'll learn why traditional command-and-control leadership no longer works in today's plants — and how curiosity-driven leadership, authentic communication, and continuous improvement help manufacturing leaders close the skills gap, strengthen employee engagement, and drive real team performance. Bruce breaks down how everyday leadership behaviors directly impact culture, safety, accountability, and results — especially as manufacturing organizations face labor shortages, workforce challenges, and generational shifts on the shop floor. This conversation connects soft skills with operational excellence, showing leaders how to move from reaction to intention, from blame to curiosity, and from siloed management to connected leadership. 01:30 – As generational shifts place millennials in leadership roles, it can create tension between siloed leadership and collaborative, flatter manufacturing cultures. 03:49–Purpose and meaning drive effective leadership, stronger relationships, and healthier workplace culture. 06:12–Disconnects between executives and the shop floor weaken teamwork and long-term manufacturing performance. 07:19–Self-awareness and emotional intelligence enable leaders to adapt communication styles across manufacturing teams. 08:58–Respect on the shop floor comes from meeting people where they are, not talking down to them. 09:44–High performance in manufacturing is unlocked through meaningful conversations rather than top-down directives. 16:27–Transparency grows when leaders listen first and elevate frontline voices. 18:33-  Shared pride in quality and reputation strengthens team identity and manufacturing excellence. 20:15–Curiosity-driven leadership replaces blame-focused problem solving with appreciative inquiry. 23:31–Positive exploration increases engagement by empowering teams instead of punishing them. 25:09 - Accountability works best when leaders replace interrogation with curiosity-based performance conversations. Connect with Bruce Mayhew Visit his website Find him on LinkedIn Following him on Instagram @bruce.mayhew

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   Oracle's Cloud Supply Chain Capabilities, Q&A (Darian Chwialkowski, Third Stage Consulting) Industry 4.0 Why Software Best Practices Do Not Exist   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

George Wright II interviews Jake Hadlock, founder and owner of Nutrient, a fast-growing contract manufacturer, and host of the Bottom Line podcast/YouTube show. Jake shares his path into supplements through his grandfather's influence, early work in marketing at a supplement brand, and a shift toward product development and formulation consulting that led to building a manufacturing business. They discuss how many supplement products are similar and how brand, marketing, and team execution often separate winners, while long-term success still depends on product experience and efficacy. Jake explains why proprietary blends can be misleading, how ingredients are listed from greatest to least within a blend, and how brands may “fairy dust” desirable ingredients. 00:37 Jake's Origin Story: Family, Formulation & Finding the Path02:11 Behind the Scenes of Supplements: What Really Sets Brands Apart03:50 Proprietary Blends Explained: ‘Fairy Dusting' & Label Red Flags06:55 What Makes Companies Last: Innovation, Trends & Staying Ahead08:37 AI in Formulation: Faster Copycats vs Real-World Product Experience10:06 Efficacy vs Compliance vs Marketing: How Brands Play the Game12:06 The Operator Mindset: Supply Chain, Production & Making It Work14:50 Scaling Nutrient: Building the Team, SOPs & Systems to GrowThanks for listening, and Please Share this Episode with someone. It would really help us to grow our show and share these valuable tips and strategies with others. Have a great day.George Wright III“It's Never Too Late to Start Living the Life You Were Meant to Live”FREE Daily Mastermind Resources:CONNECT with George & Access Tons of ResourcesGet access to Proven Strategies and Time-Test Principles for Success. Plus, download and access tons of FREE resources and online events by joining our Exclusive Community of Entrepreneurs, Business Owners, and High Achievers like YOU.Join FREE at DailyMastermind.comFollow me on social media Facebook | Instagram | Linkedin | TikTok | YoutubeGrow Your Authority and Personal Brand with a FREE Interview in a Top Global Magazine HERE.‍About the Guest:Jake Hadlock is a growth-focused entrepreneur and manufacturing executive in the health and wellness industry. As the CEO of Nutriient, Jake leads one of the fastest-growing contract supplement manufacturers in the United States, helping emerging and established brands bring high-quality nutritional products to market.Jake is known for his candid insights into the realities of retail, capital strategy, and the competitive dynamics of the wellness space. He has shared his expertise on industry platforms, including the podcast Retail War Games, where he discusses manufacturing economics, brand positioning, and scaling strategies in today's marketplace.Guest ResourceWebsite: Nutriient.bizLinkedIn: Jake HadlockYouTube: Bottom Line

From Route 66 Plans To Leak Dealbreakers: Big-Event Travel Strategy, RV Buying Red Flags, Holding Tank Truths, and A Behind-the-Scenes Look at Manufacturing.Planning a trip around America's 250th anniversary, the Route 66 centennial, or major World Cup events? John DiPietro talks with Woodall's Campground Magazine editor Ben Quiggle about what's coming up, why pricing and availability may get wild, and how to plan smarter by booking early, and looking beyond the most obvious campgrounds.Then, Jim and Rene sit down with master certified mobile RV technician Zeb Hahn, for a clear-eyed breakdown of what goes wrong most often in both new and used rigs. They cover repeat problem areas, what to look – and listen – for during a walk-through, the maintenance that prevents expensive damage, and the dealbreakers that should make any buyer walk away.For The RV Entrepreneur segment, Rose and Glynn welcome Ricky Stewart from Unique Camping + Marine for a surprisingly fun and very useful conversation about holding tanks, and the business behind this leading additive manufacturer. Ricky explains why some popular “old school” advice can backfire, what actually causes smells and sensor issues, and why their number one recommendation is simpler than people think: use more water.Bob Zagami wraps the episode with Willie Miller, General Manager at Forest River Plant 410, sharing what it looks like to expand product lines while protecting quality, how manufacturers think about the customer journey, and why follow-through after the sale matters more than the branding on the front cap.Get Complete Show Notes & Full Transcripthttps://podcast.rvlife.com/rvlife153/Connect & Learn Morehttps://facebook.com/rvlifepodcast/https://instagram.com/rvlifepodcast/https://www.facebook.com/groups/rvlifemovementBe A Guest or  Share Your Story!https://podcast.rvlife.com/contactSpecial Discount Codes: Click Link & Use Code* RV LIFE Pro 25% off at check out

Mads Buchardt founded Buchardt Audio with a vision of offering high-end sound and Scandinavian design at the best possible price. Known for “big sound in compact designs,” many of Buchardt's speakers are handcrafted in their woodshop in Denmark using the finest Danish oak, and their loudspeakers exemplify the minimalist aesthetic that is a hallmark of Scandinavian design.Simon talks with Mads about how Buchardt Audio is delivering on its vision by offering speakers that sound incredible, are visually stunning, and a great value.We Want to Hear from You!Have a topic, craft category, or craft company you'd like to see us cover? Email us here to share those or any other thoughts you have about CRAFTED.RELATED LINKS:Blister Craft CollectiveBecome a BLISTER+ MemberHeaven 11Floreo Coffee CoBuchardt AudioTOPICS & TIMES:Growing up with Music (6:03)Getting into Hi-Fi (8:04)Founding Buchardt Audio (9:42)Mads' First Speakers (12:08)What are Passive Radiators? (12:55)Staying Small & Running Lean (16:53)Early Challenges (18:53)Big Sound in a Compact Design (22:22)Manufacturing in Silkeborg (25:30)Buchardt's Masterpiece: the E50 (27:14)Active Speakers (43:57)What's Next for Buchardt Audio (55:36)SEE OUR OTHER PODCASTS:Blister CinematicBikes & Big IdeasGEAR:30Blister PodcastBLISTER NEWSLETTER:Get It & Our Weekly Gear Giveaways Hosted on Acast. See acast.com/privacy for more information.

Jeff Schwartz of Schwartz Performance joins us again to share updates on his builds, platforms they work on, and some stories about his early days of racing. Take your build up a whole new level with 6XD Gearbox: https://6xdgearbox.com Code "Minnoxide5" for 5% off High Performance Academy: https://hpcdmy.co/Minnoxide Use code "MINNOX" for 55% off ANY course Use Code "MINVIP" for $300 of the MINVIP Package Tuned By Shawn: https://www.tunedbyshawn.com Code "Minnoxide" for 5% off! Ship With Sure Thing Logistics: https://www.surethinglogistics.net MORE BIGGER Turbo T-Shirts:  https://www.minnoxide.com/products/more-bigger-t-shirt  

In this episode of the Workforce 4.0 podcast, host Ann Wyatt engages with Sadiq Panjwani, SVP of Machine Vision Cameras Group at Teledyne FLIR, to discuss the transformative impact of machine vision and automation in manufacturing. They explore the challenges and opportunities presented by emerging technologies, the rise of physical AI, the importance of human-robot collaboration, and the evolving skill sets required for the future workforce. Sadiq emphasizes the need for empathy and agility in organizations to successfully integrate new technologies and retain talent. The conversation also touches on the significance of interoperability and standardization in manufacturing processes. In This Episode:-00:00: Introduction to Machine Vision and Manufacturing-00:30: Welcoming Sadiq Panjwani, Teledyne-04:51: Breaking Down The Future Of Automation And Manufacturing-09:39: The Rise Of Physical AI and Human-Robot Collaboration-14:31: AI In Manufacturing: Unpacking The Timeline Shift-19:02: Connecting The Data Dots In Real Time-28:30: Uncovering Generational Challenges For Most Legacy Manufacturers-31:37: Closing Thoughts And Point of Contact-32:30: Workforce 4.0 OutroMore About Sadiq:Sadiq Panjwani has extensive work experience in various leadership roles within prominent companies. Sadiq currently serves as the Vice President and General Manager of the Machine Vision Cameras Group at Teledyne FLIR, where he has helped lead the global business division for integrated imaging solutions. Before joining Teledyne, Sadiq worked at GE, where he held several senior positions, including the Senior Commercial Director at GE Digital. Above all, Sadiq is committed to delivering decisive action in responding to evolving customer needs, uncovering market trends and mobilizing resources to deliver best-in-class and cost-effective technology solutions. This includes designing and driving initiatives that increase productivity, competitive differentiation and customer engagement while reducing costs and creating disruptive strategies. To learn more about Sadiq, connect with him here.

Buck dives into the themes behind his new book, Manufacturing Delusion. Buck looks at both past and present examples of brainwashing, totalitarian tactics, weaponized law, and mass delusion. He argues that manipulated belief, not natural threats, is the greatest danger to freedom today. Get your copy of Manufacturing Delusion: How the Left Uses Brainwashing, Indoctrination, and Propaganda Against You here: https://a.co/d/02X8RBaL Never miss a moment from Buck by subscribing to the Buck Sexton Show Podcast on IHeart Radio, Apple Podcasts or wherever you get your podcasts! Connect with Buck Sexton:Facebook – / bucksexton X – @bucksexton Instagram – @bucksexton TikTok - @BuckSexton YouTube - @BuckSexton Website – https://www.bucksexton.com/See omnystudio.com/listener for privacy information.

Rea Ann Silva couldn't patent Beautyblender, so she built brand recognition stronger than IP. Learn how she scaled, without investment, to sales every 12 seconds. Subscribe and watch Shopify Masters on YouTube!Sign up for your FREE Shopify Trial here.

The Trump administration is deliberately plunging Cuba into a national and humanitarian crisis, and the US-imposed blockade of oil imports is wreaking havoc on daily life for Cubans. In this urgent episode of The Marc Steiner Show, Marc speaks with Cuban journalist and documentary filmmaker Liz Oliva Fernández about the unfolding nightmare in Cuba and what the international community can do to stop it.Guest:Liz Oliva Fernández is a Cuban journalist with the outlet Belly of the Beast, and she is the presenter of documentary series The War on Cuba, for which she won a Gracie Award. Apart from her journalism and filmmaking, Oliva Fernández is a dedicated anti-racist and feminist activist.Additional links/info:Belly of the Beast website, Facebook page, Instagram, and YouTube channelBelly of the Beast, The War on CubaAl Jazeera Staff & Reuters, Al Jazeera, “Waste piles up in Cuba as US-imposed fuel blockade halts collection trucks”Amy Goodman, Democracy Now!, ““Policy of aggression”: Cuba's U.N. ambassador denounces U.S. oil blockade, push to topple government”Credits:Producer: Rosette SewaliStudio Production: Cameron GranadinoAudio Post-Production: Stephen FrankBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-news-podcast--2952221/support.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer.Follow us on:Bluesky: @therealnews.comFacebook: The Real News NetworkTwitter: @TheRealNewsYouTube: @therealnewsInstagram: @therealnewsnetworkBecome a member and join the Supporters Club for The Real News Podcast today!

We're here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the success of the CHIPS Act, What CHIPS can teach us about other industrial policy challenges, like APIs and rare earths, What it takes to build a successful industrial policy implementation team, How the fear of “another Solyndra” is holding back US industrial policy, Chris Miller's recent interest in revitalizing America's chemical industry. This post is a collaboration with the Factory Settings Substack: https://www.factorysettings.org/. Subscribe for more insights from former CHIPS Program Office leaders! Suno song link: https://suno.com/s/wwVYK10LfrAD5zK2 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Kula Ring, Jeff White and Carman Pirie sit down with David Kilzer, founder and principal of Strategic Transformation Advisors, to explore the convergence of artificial intelligence and advanced humanoid robotics. Drawing on more than 50 years of experience in automation, David shares why this technological shift may dwarf previous revolutions like the internet and smartphones. The conversation dives into what makes AI-enabled humanoid robots fundamentally different from traditional industrial automation, why change management and human readiness are critical to success, and how manufacturers can begin preparing today. David introduces the concept of the “Humanoid Readiness Quotient,” a framework to help organizations assess their preparedness for this emerging era. The discussion also explores open-source robot operating systems, the importance of data infrastructure, and the competitive implications of dramatically lower operating costs. This episode is a forward-looking, practical guide for manufacturing leaders who want to navigate and capitalize on the coming transformation. To hear more from David on this fascinating topic, please give his Tedx talk a look, you can find that here.

Our guest today is an expert in industrial real estate with JLL in the Indianapolis MSA. It is obvious that she knows this market inside and out and she's able to share her market expertise with us. We're able to learn the answers to questions like: What is tenant sentiment when they approach a lease negotiation? What are the industrial leasing patterns? What does the development pipeline look like? How is leasing activity? https://www.linkedin.com/in/abigail-sievers-ab987226/ Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*The audio of this podcast is never generated by AI. However, some of the show notes and images may have been generated using AI tools.

Optimizing for Meaning: What Industrial Engineering Teaches Us About Balance and BurnoutWe talk a lot on Problem Solved about optimizing systems, improving processes, and designing better organizations.But what happens when the system you're trying to design… is your own life?In this thoughtful and refreshingly honest conversation, Aly Kamel, an industrial and management engineering student at the Arab Academy for Science and Technology, explores how core industrial engineering principles like input-process-output, value-added analysis, and constraint management can be applied to something far more personal: balance, burnout, and sustainable ambition.Aly challenges the idea that success means maximizing output at all costs. Instead, he reframes burnout not as a personal failure, but as a predictable system outcome, and one that can be redesigned.Together, we discuss:Why high achievers are especially prone to burnoutHow “value-added” thinking applies to your daily lifeThe difference between intensity and sustainabilityWhy constraints should be treated as design inputs, not weaknessesAnd how to optimize for meaning — not just productivityIndustrial engineering isn't just about factories and supply chains. It's a mindset for designing systems that last.And the most important system you'll ever design… might be yourself.Learn more about The Institute of Industrial and Systems Engineers (IISE)Problem Solved on LinkedInProblem Solved on YouTubeProblem Solved on InstagramProblem Solved on TikTokProblem Solved Executive Producer: Elizabeth GrimesInterested in contributing to the podcast or sponsoring an episode? Email egrimes@iise.org

The Trump administration is deliberately plunging Cuba into a national and humanitarian crisis, and the US-imposed blockade of oil imports is wreaking havoc on daily life for Cubans. In this urgent episode of The Marc Steiner Show, Marc speaks with Cuban journalist and documentary filmmaker Liz Oliva Fernández about the unfolding nightmare in Cuba and what the international community can do to stop it.Guest:Liz Oliva Fernández is a Cuban journalist with the outlet Belly of the Beast, and she is the presenter of documentary series The War on Cuba, for which she won a Gracie Award. Apart from her journalism and filmmaking, Oliva Fernández is a dedicated anti-racist and feminist activist.Additional links/info:Belly of the Beast website, Facebook page, Instagram, and YouTube channelBelly of the Beast, The War on CubaAl Jazeera Staff & Reuters, Al Jazeera, “Waste piles up in Cuba as US-imposed fuel blockade halts collection trucks”Amy Goodman, Democracy Now!, ““Policy of aggression”: Cuba's U.N. ambassador denounces U.S. oil blockade, push to topple government”Credits:Producer: Rosette SewaliStudio Production: Cameron GranadinoAudio Post-Production: Stephen FrankBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-marc-steiner-show--4661751/support.Follow The Marc Steiner Show on Spotify and Apple Podcasts.Help us continue producing The Marc Steiner Show by following us and becoming a monthly sustainer.Sign up for our newsletterFollow us on BlueskyLike us on FacebookFollow us on TwitterDonate to support this podcast

Marley Kayden and Sam Vadas turn to the latest AI headlines under the surface of Tuesday's trading day, from analyzing Amazon's (AMZN) stretch of weakness to Micron's (MU) struggle to add manufacturing capacity. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

We're here for a CHIPS Act megapod, in person with Mike Schmidt and Todd Fisher, the director and founding CIO of the CHIPS Program Office, respectively. We discuss… The mechanisms behind the success of the CHIPS Act, What CHIPS can teach us about other industrial policy challenges, like APIs and rare earths, What it takes to build a successful industrial policy implementation team, How the fear of “another Solyndra” is holding back US industrial policy, Chris Miller's recent interest in revitalizing America's chemical industry. This post is a collaboration with the Factory Settings Substack: https://www.factorysettings.org/. Subscribe for more insights from former CHIPS Program Office leaders! Suno song link: https://suno.com/s/wwVYK10LfrAD5zK2 Learn more about your ad choices. Visit megaphone.fm/adchoices

Self-healing composites have been talked about for years, but sometimes a piece of research comes along that looks meaningfully different. This week, Andy Tomaswick, a science journalist, joins the show to discuss his recent article, “The Composite That Heals Itself 1,000 Times.“ It highlights a self-healing composite material developed by researchers at North Carolina State University […] The post This New Composite Heals Itself (1,000 Times) first appeared on Composites Weekly. The post This New Composite Heals Itself (1,000 Times) appeared first on Composites Weekly.

Today, I am speaking with the founder of a rather unique RV manufacturer which specializes in creating double-hulled fiberglass travel trailers. Scott Hubble, is the CEO of Awaken RV in Apple Creek, Ohio. He started the company as the result of what he called a midlife thought. He reached a point where he realized he was not having as much fun as he used to, and Scott wanted to build something around a community-driven RV niche. That search led him to the fiberglass trailer community, where he saw opportunity to create a new kind of RV. Scott said their first model is called the Morningstar, and he described it as a double-hull, dual-axle, fiberglass-molded travel trailer designed with comfort, capability and a more rugged look. In this interview, Scott explains what “double hull” construction means, why it matters for strength and insulation, and how Awaken RV is trying to deliver an RV that is fully-equipped right from the start. Scott broke down the practical benefits of Awaken RV's double-hull fiberglass design, including how the exterior and interior shells create multiple insulation points that can help with comfort in colder weather and hotter seasons. He shared more details about the Morningstar and the company's philosophy that everything is standard, with a focus on building a trailer that is ready for real travel and extended use. Scott said it is reasonable for buyers to pick up their RVs about five months after placing an order; however, some situations are running closer to three to five months depending on dealer slots. He also outlined Awaken RV's 5-3-1 warranty, which he explained is five years structural, three years craftsmanship, and one year on components. However, some components have even longer manufacturer warranties. To learn more, visit www.awakenrv.com or email the company at info@awakenrv.com. The company does give tours, and Workampers can call 330-778-0004 to schedule a visit. Today's episode is brought to you by the featured employers at Workamper.com  These Workamper Employers have taken the extra step to share some photos and detailed information about their Workamper programs with you. Check them out today! Opportunities exist for solos, couples and families, whether they are full-time, part-time, seasonal or even long-term jobs. Some are income opportunities and others involve volunteering at locations throughout the United States.  Go to www.workamper.com/fe to meet the featured employers today. If you are an employer seeking to hire Workampers, then you can learn how to benefit from year-round recruiting by becoming a Featured Employer. Visit www.workamper.com/fedetails. That's all for this week's show. Next time, I will be speaking with the owner of a New England campground who is looking for several Workampers to assist his mostly seasonal guests this summer. I will have that interview on the next episode of The Workamper Show. Thank you for listening!

Allen, Rosemary, and Yolanda discuss Ming Yang’s proposed $1.5 billion factory in Scotland and why the UK government is hesitating. Plus the challenges of reviving wind turbine manufacturing in Australia, how quickly a blade factory can be stood up, and whether advanced manufacturing methods could give Australia a competitive edge in the next generation of wind energy. 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! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com And now your hosts.  Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall, and I’m here with Yolanda Padron and Rosemary Barnes, and we’re all in Australia at the same time. We’re getting ready for Woma 2026, which is going to happen when this release is, will be through the first day. Uh, it’ll, it’s gonna be a big conference and right now. We’re so close to, to selling it out within a couple of people, so it’ll be a great event. So those of you listening to this podcast, hopefully you’re at Wilma 2026 and we’ll see, see you there. Uh, the news for this week, there’s a number of, of big, uh, country versus country situations going on. Uh, the one at the moment is [00:01:00] ING Yang in Scotland, and as we know, uh, Scotland. It has been offered by Ming Yang, uh, to build a factory there. They’re put about one and a half billion pounds into Scotland, uh, that is not going so well. So, so they’re talking about 3000 jobs, 1.5 billion in investment and then. Building, uh, offshore turbines for Britain and the larger Europe, but the UK government is hesitating and they have not approved it yet. And Scotland’s kind of caught in the middle. Ming Yang is supposedly looking elsewhere that they’re tired of waiting and figure they can probably get another factory somewhere in Europe. I don’t think this is gonna end well. Everyone. I think Bing Yang is obviously being pushed by the Chinese, uh, government to, to explore Scotland and try to get into Scotland and the Scottish government and leaders in the Scottish government have been meeting with, uh, [00:02:00] Chinese officials for a year or two. From what I can tell, if this doesn’t end with the factory in Scotland. Is China gonna take it out on the uk? And are they gonna build, is is me gonna be able to build a factory in Europe? Europe at the minute is looking into the Chinese investments into their wind turbine infrastructure in, in terms of basically tax support and, and funding and grants of that, uh, uh, aspect to, to see if China is undercutting prices artificially. Uh, which I think the answer is gonna be. Yes. So where does this go? It seems like a real impasse. At a moment when the UK in particular, and Europe, uh, the greater Europe are talking about more than a hundred gigawatts of offshore wind,  Yolanda Padron: I mean, just with the, the business that you mentioned that’s coming into to the uk, right? Will they have without Min Yang the ability to, to reach their goals?  Allen Hall: So you have the Siemens [00:03:00] factory in hall. They have a Vestus factory in Hollow White on the sort of the bottom of the country. Right. Then Vestus has had a facility there for a long time and the UK just threw about 20 million pounds into reopening the onshore blade portion of that factory ’cause it had been mothballed several months ago. It does seem like maybe there’s an alternative plan within the UK to stand up its own blade manufacturing and turbine manufacturing facilities, uh, to do a lot of things in country. Who I don’t think we know. Is it Siemens? Is it ge? Is it Vestus or is it something completely British? Maybe all the above. Rosemary. You know, being inside of a Blade factory for a long time with lm, it’s pretty hard to stand up a Blade factory quickly. How many years would it take you if you wanted to start today? Before you would actually produce a a hundred meter long offshore blade,  Rosemary Barnes: I reckon you could do it in a year if you had like real, real strong motivation [00:04:00] Allen Hall: really. Rosemary Barnes: I think so. I mean, it’s a big shed and like, it, it would be, most of the delays would be like regulatory and, you know, hiring, getting enough people hired and trained and that sort of thing. But, um, if you had good. Support from the, the government and not too much red tape to deal with. Then, uh, you know, if you’ve got lots of manufacturing capability elsewhere, then you can move people. Like usually when, um, when I worked at LM there were a few new factories opened while I was working there, and I’m sure that they took longer than, than a year in terms of like when it was first thought of. But, um, you know, once the decision was made, I, I actually dunno how long, how long it took. So it is a guess, but it didn’t, it didn’t take. As long as you would think it wasn’t. It wasn’t years and years, that’s for sure. Um, and what they would do is they don’t, you know, hire a whole new workforce and train them up right from the start. And then once they’re ready to go, then they start operating. What they’ll do to start with is they’ve got, you know, like a bunch [00:05:00] of really good people from the global factories, like all around, um, who will go, um, you know, from all roles. And I’m not talking just management at all, like it will include technicians, um, you know, every, every role in the factory, they’ll get people from another factory to go over. And, um, you know, they do some of the work. They’re training up local people so you know, there’s more of a gradual handover. And also so that you know, the best practices, um, get spread from factory to factory and make a good global culture. ’cause obviously like you’ve got the same design everywhere. You want the same quality coming out everywhere. Um, there is, as much as you try and document everything should be documented in work instructions. That should make it, you know, impossible to do things wrong. However, you never quite get to that standard and, um. There is a lot, a lot to be said for just the know-how and the culture of the people doing the um, yeah, doing the work.  Allen Hall: So the infrastructure would take about a year to build, but the people would have to come from the broader Europe then at [00:06:00] least temporarily.  Rosemary Barnes: That, that would be the fastest and safest way to do it. Like if it’s a brand new company that has never made a wind turbine before and someone just got a few, you know, I don’t know, a billion dollars, and um, said, let’s start a wind turbine factory, then I think it’s gonna be a few years and there’s gonna be some learning curve before it starts making blades fast enough. And. With the correct quality. Um, yeah. But if you’re just talking about one more factory from a company that already has half a dozen or a dozen wind turbine blade factories elsewhere in the world, then that’s where I think it can be done fast.  Allen Hall: This, uh, type of situation actually pops up a lot in aerospace, uh, power plants, engines. The jet engines on a lot of aircraft are kind of a combined effort from. Big multinational companies. So if they want to build something in country, they’ll hook up with a GE or a, a Honeywell or somebody who makes Jet engines and they’ll create this division and they’ll [00:07:00] stand this, this, uh, plant up. Maybe it’s gonna be something like that where GB energy is in the middle, uh, providing the funding and some of the resources, but they bring in another company, like a Siemens, like a Vestas, like a GE or a Nordex even to come in and to. Do the operational aspects and maybe some of the training pieces. But, uh, there’s a, there’s a funding arm and a technical arm, and they create a standalone, uh, British company to go manufacture towers to go manufacture in the cells to manufacture blades. Is that where you think this goes?  Rosemary Barnes: It depends also what kind of, um, component you’re talking about. Like if you’re talking about, I, I was talking a specific example of wind turbine blades, which are a mediumly complex thing to make, I would say, um. Yeah. And then if you go on the simpler side, when turbine towers, most countries would have the. Rough expertise needed, um, to, to do that. Nearly all towers at the moment come out of [00:08:00] China, um, or out of Asia. And with China being the, the vast bulk of those. Um, and it’s because they’ve got, aside from having very, very cheap steel, um, they also have just got huge factories that are set up with assembly lines so that, you know, there’s not very much moving of things back and forth. So they have the exact right bit of equipment to do. The exact right kind of, you know, like rolling and welding and they’re not moving tower sections around a lot. That makes it really hard for, um, for other countries to compete. But it’s not because they couldn’t make towers, it’s because they would struggle to make them cheap enough. Um, so yeah, if you set up a factory, you know, say you set up a wind turbine, um, factory in, uh, wind turbine tower factory in Australia, you, you could buy the equipment that you needed for, you know, a few hundred million dollars and, um. You could make it, but unless you have enough orders to keep that factory busy, you know, with the, the volume that you need to keep all of that [00:09:00] modern equipment, uh, operating just absolutely around the clock, your towers are gonna be expensive out of that facility. So that’s kind of the, that it’s cost is the main barrier when it comes to towers  Allen Hall: with Vestus in Mitsubishi recently having a partnership and then ending that partnership. It would seem like Vestus has the most experience in putting large corporations together to work on a, an advanced wind turbine project is they would, it would make sense to me if, if, if Vestus was involved because Vestus also has facilities in the uk. Are they the leading choice you think just because they have that experience with Mitsubishi and they have something in country or you think it’s somebody else? Is it a ge  Rosemary Barnes: My instinct is saying Vestas. Yes,  Allen Hall: me too. Okay.  Rosemary Barnes: Ge. It’s wind turbine Manufacturing seems to be in a bit of a, more of an ebb rather than a flow right now, so I [00:10:00] mean that’s, that’s probably as much as what it’s based on. Um, and then yes, like the location of, of factories, there are already some vest, uh, factories, vest people in the uk so that would make it easier. : Delamination and bottomline failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep into blade materials to find voids and cracks. Traditional inspections completely miss. C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades back in service. So visit cic ndt.com because catching blade problems early will save you millions.[00:11:00] Allen Hall: Can you build a renewable energy future on someone else’s supply chain? Well, in Australia, the last domestic wind tower manufacturers are down. Last year, after losing a 15 year battle against cheaper imports from China, now the Albanese government wants to try again, launching a consultation to revive local manufacturing. Meanwhile, giant turbines are rising in Western Australia’s. Largest wind farms soon to power 164,000 homes. Uh, the steel towers, blades and the cells, they all arrive on ships. And the question is whether that’s going to change anytime soon. Rosemary?  Rosemary Barnes: Yeah, it’s, uh, it’s a topic I’ve thought about a lot and done a fair bit of work on as well, local manufacturing and whether you should or shouldn’t, the Australian government does try to support local manufacturing in. General, um, and in particular for renewables, but they focused much more on solar and [00:12:00] batteries. Um, with their manufacturing support, Australian government and agencies like a uh, arena, Australian Renewable Energy Agency have not traditionally supported wind like at all. It bothers me because actually Australia is a fantastic place to be developing some of these supporting technologies for wind energy and even the next generation of wind energy. Um, technologies, we, not any manufacturing. There are heaps of, um, things that would make it more suitable Australia, like just actually a really natural place to develop that. The thing about Australian projects is that they are. Big. Right. That makes it really attractive to developers because like in Europe where they’re, you know, still building wind, but you know, an onshore wind farm in Europe is like a couple of turbines here or there, maybe five, like a big wind farm would be 10, 10 turbines over there. Um, in Australia it’s like a hundred, 200 turbines at a time. Um, for onshore also choosing. Really big turbines. Australians, for some reason, Australian developers really like to [00:13:00] choose the latest technologies. And then if we think about some of the, um, you know, like new supporting technologies for existing wind turbines, like, you know, let’s, um, talk about. O and m there’s a whole lot of, um, o and m technologies, and Australia’s a great place for that too because as Australia wind farms spend so much on o and m compared to other countries. So a technology provider that can improve some of those pain points can much quicker get like a positive, um, return on investment in Australia than they would be able to in somewhere like America or, or Europe. So I think it makes sense to develop here  Allen Hall: with the number of wind farms. Rosie, I, I completely agree with you and. When we were talking about the war Dge wind Farm, which is the Western Australian wind farm that’s gonna expand, they’re adding 30 turbines to provide 283 megawatts. That’s like a nine and a half megawatt machine. Those are big turbines. Those are new turbines, right? That’s not something that’s been around for a couple years. They’ve been around for a couple of months in, in terms of the lifespan of, of wind [00:14:00] turbines. So if Australia’s gonna go down the pathway of larger turbines, the, the most advanced turbines. It has to make sense that some of this has, has to be developed in country just because you need to have the knowledge to go repair, modify, improve, adjust, figure out what the next generation is, right? I don’t know how you, this happens.  Rosemary Barnes: We see some examples of that. Right. And I think that Fortescue is the best example of, um, companies that are trying to think forward to what they’re going to need to make their, you know, they’ve got ambitious plans for putting in some big wind farms with. Big wind turbines in really remote locations. So they’ve got a lot of, um, it’s a lot of obvious challenges there. Um, and I know that they’re thinking ahead and working through that. And so, you know, we saw their investment in, um, nbra wind, the Spanish company and in particular their nbra lift. The bit of the tower that attaches to the rotor. It looks [00:15:00] pretty normal. Um, but then they make it taller by, um, slotting in like a lattice framework. Um, and then they jack it up and slot in another one underneath and jack it up and slot in another one underneath. So they don’t need a gigantic crane and they don’t need, um, I mean, it’s still a huge crane, but they don’t, they don’t, it doesn’t need to be as, as big because, you know, the rotor starts, starts off already on there by the time that the tower gets su to its full height. So, um, yeah, it’s a lot. That’s an innovative solution, I think, and it would, I would be very surprised if they weren’t also looking at every other technology that they’re gonna need in these turbines.  Allen Hall: If Australia’s gonna go down the pathway of large turbines on shore, then the manufacturing needs to happen in country. There’s no other way to do it. And you could have manufacturing facilities in Western Australia or Victoria and still get massive turbine blades shipped or trucked either way. To [00:16:00] wherever they needed it to go. In country, it would, it’s not that hard to get around Australia and unlike other countries like, like Germany was a lot of mountains and you had bridges and narrow roads and all that, and it, it’s, it’s much more expansive in Australia where you can move big projects around. And obviously with all the, the mining that happens in Australia, it’s pretty much normal. So I, I just trying to get over the hurdle of where the Albanese government is having an issue of sort of pushing this forward. It seems like it’s a simple thing because the Australian infrastructure is already ready. Someone need to flip the switch and say go.  Rosemary Barnes: I don’t know if I’d say that we’re we’re ready. ’cause Australia doesn’t have a whole lot of manufacturing of anything at the moment. It’s not true that we have no manufacturing. That’s what Australians like to say. We don’t manufacture anything and that’s not true. We do manufacture. We have some pretty good advanced manufacturing. If you just look at the hard economics of wind turbine manufacturing in Australia of solar panel manufacturing, battery manufacturing. Any of that, it is cheaper to just get it from China, not least [00:17:00] because some of the, um, those components are subsidized by the, the Chinese government. If you start saying, okay, we’re gonna have local manufacturing, like, you can either, you can achieve that either by supporting the local manufacturing industry, you know, like giving subsidies to our manufacturing. Or you could, um, make a local content requirement. Um, say things, you know, if you want project approval for this, then it has to have so much local content. You have to do it really carefully because if you get the settings wrong, then you just end up with very, very expensive, um, renewable energy. And at the moment, especially wind is. Expensive, and I think it’s still getting more expensive in Australia. It has been since, basically since the pandemic. If you then said, we’ve gotta also make it in Australia, then you add a bunch more costs and we would just probably not have wind energy then, so, uh, or new, new wind energy. So there needs to be that balance. But I think that like, even though you can say, okay, cheapest is best, it is also not good to rely on. [00:18:00] Exclusively on other countries, and especially not on just one other country to give you all of your energy infrastructure. If it was up to me, I would be much more supporting the next wave of, um, technologies. I would really love to see, you know, a new Australian. Wind turbine blade manufacturing method. Like at some point in the next decade, we’re going to start getting, uh, advanced manufacturing is gonna make it into wind turbine blades. It’s already there in some of the other components.  Allen Hall: Wait, so you just said if we were gonna build a factory in Scotland, it would take about a year. Why would it take 10 years to do it in Australia? Australia’s a nice place to live.  Rosemary Barnes: No, I didn’t say that. It would, it would take teens. I said in, sometime in the next decade around the world, wind turbine blades are basically handmade, right? They, you know, there are some, um, machines that are helping people, but you know, you have a look at a picture of a wind turbine blade factor and there’s, you know, there’s 20 people walking over, walking over a blade, smoothing down glass. And at some point we’re gonna start using advanced manufacturing methods. I [00:19:00] mean, there are really advanced composite manufacturing methods. Um, you know, with, um, individual fiber placement and 3D printing with, um, continuous fibers. And that’s being used for like aerospace components a lot. It’s early days for that technology and there is no barrier to the technologies to being able to put them, you know, like say on a GaN gantry that just, you know, like ran down the length of a whole blade like that, that could be done. If it was economic, that’s the kind of technology that Australia should be supporting before that’s the mainstream, and everybody else has already done it, right? You need to find the next thing, and ideally not just one next thing, but several next things because you’re not gonna, you don’t know ahead of time, um, which is gonna be the winner. Allen Hall: That hasn’t been the tack that China has taken, that the latest technology in batteries is not something that China is producing today. They’re producing a generation prior, but they’re doing it at scale. At some point they, the Chinese just said, we’re stopping here and we’re gonna do this, this kind of [00:20:00] battery, and that’s it. And away we go. If we keep waiting until the next generation of blade techniques come out, I think we’re gonna be waiting forever.  Rosemary Barnes: I don’t think why I think. Do, you know, make the next generation of, of blade bio technologies?  Yolanda Padron: I think it makes sense for someplace like Australia, right? Because we, we’ve talked about the fact that like here, you, you have to consider a lot of factors in operation that you don’t have to consider in other places, especially for blades, right? So if you can eliminate all of those issues, for the most part that are happening in the factory at manufacturing, then that can really help boost. The next operational projects.  Allen Hall: So then what you’re saying is that. There are new technologies, but what stage are they at? Are they TRL two, TRL five, TRL seven. How close is this technology because I’d hate for Australia to miss out on this big opportunity.  Rosemary Barnes: Frown Hoffer has actually just published an article recently, uh, [00:21:00] about some, I can’t remember if it was fiber, um, tape placement or if it was printed, small wind turbine blades. Small wind is a nice, like, it’s a, a nice bite-sized kind of thing that you can master a lot quicker than you can, you know, you can make a thousand small wind turbines and learn a lot more than making 100 meter long blade. That would probably be bad because it’s your first one and you didn’t realize all of the downsides to the new technology yet. Um, so I, I think it is kind of promising, but. In terms of, yeah, like a major, like in terms of let’s say a hundred meter long blade that was made with 3D printing, that would be terra, L one. Like it’s an idea now. Nobody has actually made one or, um, done, done too much. Um, as far as I know. I think you could get, could get to nine over the next year. Like I said, like I think sometime in the next decade will be when that, when that comes.  Allen Hall: Okay. If you, you didn’t get to a nine that quickly. No, it is possible. Yeah. You gotta put some money into it.  Rosemary Barnes: If someone wants to give me, [00:22:00] you know, enough money, then I’ll make it. I’ll make it happen. I’ll, I would, I would absolutely be able to make that happen, but I don’t know when it’s gonna be cheap enough.  Allen Hall: I would just love to see it. If, if, if you’ve got a, if you’ve got a, a factory, you got squirreled away somewhere in the. Inland of Australia that is making blades at quantity or has the technology to do that. I would love to see it because that would be amazing.  Rosemary Barnes: Technologies don’t just fall out of the sky, you know, like they, you, you, you force them into existence. That’s what you, that’s what you do. You know what this comes down to? Have you ever done the, is it Myers-Briggs where you get the, like letters of your personality? You and I are in opposite corners inside some ways.  Allen Hall: That wraps up another episode of the Uptime Wind Energy Podcast. If today’s discussion sparked any questions or ideas, and it surely should, we’d love to hear from you. Reach out to us on LinkedIn, particularly Rosie, so it’s Rosemary Barnes on LinkedIn. Don’t forget to subscribe to who you never miss an episode. And if you found value in today’s conversation, please leave us a review. It really helps other wind [00:23:00] energy professionals discover the show. For Rosie and Yolanda, I am Alan Hall, and we’ll see here next week on the Uptime Wind Energy Podcast.

Faith Driven Investor Podcast - Episode 216Join hosts Richard Cunningham and Luke Roush as they sit down with Steve Cook, Executive Managing Director of LFM Capital, for a deep dive into the state of US manufacturing and the reshoring revolution transforming American industry. From the deck of an aircraft carrier to the shop floor to private equity boardrooms, Steve brings a unique perspective on what it takes to build manufacturing companies that strengthen both portfolios and national security.Key Investment Topics:The economics of reshoring: Why major manufacturers are bringing supply chains back to the USLFM Capital's operator-led approach to buyout private equity in manufacturingHow tariffs, supply chain disruptions, and geopolitical tensions are reshaping investment opportunitiesWhy aerospace, defense, and B2B manufacturing offer compelling risk-adjusted returnsThe role of leadership and operational excellence in driving EBITDA margins and enterprise valueInterest rates, deal flow, and the creative structuring required in today's PE marketPowerful Quotes:"We won World War One and Two predominantly because we had a strong industrial base that could step up and pivot when the country needed it. We're woefully unprepared for World War Three." - Steve Cook"It costs more to hire an English-speaking manager in China than it does in the US today. Labor cost equilibrium is happening faster than anyone expected." - Steve Cook"The absolute worst form of ownership I've ever seen is 50/50. Someone has to make the final decision - that's true in a company and true in a marriage." - Steve CookEpisode Description:What does it take to rebuild American manufacturing in an era of global uncertainty? Steve Cook knows firsthand. As a former Navy fighter pilot who flew combat missions during Desert Shield, then an operations leader at Dell managing 2,200 manufacturing employees, Steve brings unparalleled shop floor DNA to private equity investing. Now leading LFM Capital - a buyout firm exclusively focused on US manufacturing - he's witnessing the early stages of a reshoring revolution that could reshape both the American economy and investment portfolios.This episode cuts through the headlines to reveal what's really happening on the ground with US manufacturing. Steve explains why companies are finally bringing production back home, which industries offer the most compelling opportunities, and how LFM's operator-first approach generates returns by elevating leadership and operational excellence rather than financial engineering. From the impact of Liberation Day tariffs to the quiet convergence of global labor costs, from AI's limited role on today's shop floor to the creative deal structures emerging in a higher interest rate environment, this conversation delivers actionable insights for investors seeking exposure to the manufacturing renaissance.Steve also vulnerably shares lessons from Genesis on leadership, partnership, and the biblical principles that shape both his marriage and LFM's investment philosophy - including why 50/50 ownership structures consistently fail and what that reveals about decision-making authority in both business and family.Guest Background:Steve Cook is Executive Managing Director of LFM Capital, a Nashville-based private equity firm investing exclusively in US manufacturing companies. A graduate of the US Naval Academy and MIT's Leaders for Manufacturing program, Steve flew F/A-18s off aircraft carriers for seven years before transitioning to operations leadership roles at Dell and venture-backed technology companies. At LFM, he leads a team of operators and engineers who partner with manufacturing CEOs to build enterprise value through operational excellence, not financial engineering. Steve and his wife Shannon live in Nashville and are active members of Long Hollow Church.

Editor's note: Download and listen to the audio version below and click here to subscribe to the Today in Manufacturing podcast.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 the fintech pioneers at Klear. When demand outpaces the funding needed to sustain growth, manufacturers run into what is known as the “success trap."The success trap is all too common. Enterprises invest heavily to fill orders while waiting weeks for payment. This dynamic can create a deficit in working capital that forces many to make decisions that lead to delivery delays and frustrated customers.Check out this report, "The Success Trap: Why Fast-Growing Manufacturers Fail," to learn how manufacturers can avoid these types of barriers in growing their business.Every week, we cover the three biggest stories in manufacturing, and the implications they have on the industry moving forward. This week:- Stellantis Sells Half of $3.7B EV Battery Plant for $100- Waymo Workers in Philippines Are Helping Stumped 'Driverless' Cars- Rockwell Automation Picks City for New Million-Square-Foot Manufacturing FacilityIn Case You Missed It- Honda Developing Energy Efficient AI Chip to Help Eliminate Vehicle Crashes- Infusing Asphalt with Plastic Could Help Roads Last Longer- Smart Underwear Could Help Treat Intestinal Health Issues Please 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.

In this episode, Etienne Nichols sits down with Edwin Lindsay, a seasoned MedTech operator and QARA leader, to discuss the systemic challenges facing the pediatric medical device market. Following a personal experience in a neonatal ward, Edwin highlights the stark reality that many pediatric treatments rely on adult devices adapted off-label, often leading to safety risks and clinical inefficiencies.The conversation delves into the "mismatch" of the pediatric market: these devices require the same rigorous regulatory and quality standards as adult products but offer significantly lower financial upside due to smaller patient populations. This creates a barrier for investors and manufacturers, leaving clinicians and nurses to "work miracles" with tools that aren't always fit for purpose.Despite these hurdles, Edwin shares an optimistic vision for the future. He discusses his initiative to build a collaborative network of experts—including regulatory consultants, testing houses, and grant writers—willing to provide pro-bono or at-cost support for pediatric startups. The goal is to create a streamlined regulatory roadmap that prioritizes patient safety without the prohibitive costs that currently stall innovation.Key Timestamps00:45 – The "Pediatric Gap": Why pediatric devices have adult-level requirements but lower ROI.03:12 – Personal Insight: Edwin's experience in the hospital and the "Guinness philosophy" of giving back.05:30 – The danger of adhesives and adapting adult materials for newborn skin.08:15 – Building a pediatric volunteer network: Testing houses and consultancies stepping up.11:40 – Regulatory Roadmaps: Navigating the age variability from premature infants to adolescents.14:50 – Off-label usage risks and the "mindset shift" required for manufacturers.18:25 – Micro-timestamp: The FDA's Humanitarian Device Exemption (HDE) and P-Sub programs.21:10 – Real-world clinical friction: Alarm fatigue and sensor sensitivity in NICU settings.25:40 – The hidden costs: Manufacturing complexity, multiple SKUs, and low-volume production.Quotes"We need to give clinicians the correct tools to work their miracles. They don't want to use products off-label; they want devices actually designed for the children they are saving." - Edwin Lindsay"If you have a pediatric project, there is a community behind you. We are breaking down the barriers of risk and cost because these babies deserve a chance." - Edwin LindsayTakeawaysRegulatory Flexibility: Utilize specific FDA pathways like the Humanitarian Device Exemption (HDE) and the Pediatric Submissions (P-Sub) program to gain early feedback and specialized guidance.Collaborative Cost-Sharing: Seek out "altruistic" partners; many testing houses and manufacturers are willing to work at-cost or under different financial models for pediatric-specific innovations.Design for Sensitivity: Pediatric innovation isn't just about miniaturizing adult tech—it requires solving unique issues like alarm fatigue and skin sensitivity (e.g., non-damaging adhesives).Workflow Integration: Engage the "head nurse" early in R&D to ensure the device fits into the high-stress environment of a pediatric ward without adding to clinical fatigue.ReferencesFDA HDE Program: A regulatory pathway for devices intended for diseases or conditions that affect small populations.Greenlight Guru: The industry-leading platform for QMS & EDC solutions, helping MedTech companies maintain...

Jay and Andrew unpack a provocative quote from Shigeo Shingo: “If you don't know why defects are occurring, make some defects.”It sounds like lean heresy at first. But they explore why some defects are treasures and others are just carelessness. The real question: are you reacting to problems under pressure or deliberately creating space to uncover them before they cost you?Along the way, they talk about a cantaloupe-sized rat's nest choking a dust collector, moving machines and uncovering years of accumulated waste, the power (and danger) of acronyms in lean culture, and practical Fusion CAM workflows for maintaining standards across machines.

In this CPQ Podcast episode, Frank Sohn sits down with Nils Olsson, Chief Strategy, Product, and Customer Officer at Tacton, to discuss how Tacton is evolving beyond traditional CPQ into a broader platform for configurable products. Nils shares his unique perspective as a former Tacton customer who joined the company in 2015, and explains why staying close to manufacturing customers—through regular conversations across North America, Europe, and Japan—is central to Tacton's strategy. He outlines why 2026 will be a transformative year, with new offerings planned not only for CPQ, but also for engineering, order fulfillment, and services. The conversation also explores how customers are responding to Tacton's recent acquisitions of Variantum and Serenytics, and where AI is delivering real value today. Rather than replacing core CPQ logic, AI is primarily being used to support product modeling, helping customers turn unstructured data into usable configuration knowledge faster and with less effort. Additional topics include hybrid sales models in manufacturing, the shift from ETO to CTO, and why trust, security, and enterprise certifications matter more than ever. Topics covered: The shift from CPQ to end-to-end configurability AI adoption in real-world CPQ projects Manufacturing sales and automation trends What's next for Tacton in 2026 A must-listen for anyone tracking the future of CPQ, configurable products, and manufacturing transformation.

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/

Our guest on this week's episode is Lisa DeNight, managing director and head of North American Industrial Research for Newmark. Before a company can manufacture and distribute a product, they need the proper building designed to house their operations. That is where the industrial real estate market comes in. Like the home real estate market there are ebbs and flows depending on the economy and other factors. But there are signs for hope in the industrial real estate market in 2026, as our guest shares the latest industry trends and research.This week The National Association of Manufacturers shared new research that shows that the lack of spending on our nation's infrastructure is affecting manufacturing across the country. NAM says that highway congestion and delays in freight carrying finished goods are having big impacts on our economy and that there is a need to invest further in our crumbling infrastructure. They suggest where to focus attention this year.Research released this week tracks a turning point in supply chain strategy as organizations start to prioritize speed of execution as their main source of competitive advantage these days. That's according to research from supply chain software provider Infios. The company surveyed 100 U.S.-based supply chain leaders and found that nearly 80% said fast, dynamic execution—rather than planning or visibility alone—is their best competitive weapon in today's volatile marketplace.Supply Chain Xchange  also offers a podcast series called Supply Chain in the Fast Lane.  It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions  Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:NewmarkNAM asks Congress for greater infrastructure spending Supply chain trade groups cheer congressional progress on infrastructure billReport: Speed and connection create supply chain advantageVisit DC VelocityVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comThis podcast episode is sponsored by: WernerOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY

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

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

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.   

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.

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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