David Rogers

Sydney

Markets Editor at The Australian

Markets Editor at the @Australian in Sydney. Analysing financial markets since 1987. Breaking news, views and charts.

Articles

Capitalizing on the Industrial Autonomy Boom

3 days ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistThis week marks a watershed moment for autonomous transportation. Aurora Innovation completed the first fully driverless commercial freight delivery on a public highway, traveling from Dallas to Houston without a human in the cab.
Progressive Exploration for Industrial Discovery

1 week ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistEach week as I curate media for you at the intersection of manufacturing, heavy industry, and emerging technologies, I'm reminded of why I started this newsletter. My assessment from the EQT Founders Test identified "Progressive Explorer" as my dominant trait—and it explains so much about our journey together. Being a Progressive Explorer comes with a constant curiosity, a drive to seek fresh perspectives, and a willingness to challenge conventional thinking.
One Good Part Manufacture to the Next

2 weeks ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistHenry Samueli, Broadcom cofounder and 2025 IEEE Medal of Honor recipient, offers straightforward career advice. Rather than chasing compensation, Samueli emphasizes pursuing engineering for impact and passion, noting that financial rewards typically follow meaningful contributions. He strongly advocates for maximizing educational credentials, citing statistical evidence that STEM professionals consistently outperform other fields in compensation.
Go for the Race, Stay for the Bionics ğ¦¿

3 weeks ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistThe Beijing E-Town Humanoid Robot Half-Marathon reveals we're nowhere near a definitive "AlphaGo momentâ for bipedal robotics. While AlphaGo decisively defeated world champion Lee Sedol in 2016, demonstrating superhuman capabilities in a complex cognitive domain, humanoid robots still struggle with basic mobility.
White-knuckle Microfactories

1 month ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistHow it Started vs How It's GoingWe have a fully done one, that’s going to get shipped out next week... Manufacturing equipment delivery involves much more than just production—the entire journey from order to operation is critical for customer value.
Tackling Tariffs with Industrial Technology

1 month ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistAt Hannover Messe 2025, automation and Industrial AI technologies took center stage, showcasing how manufacturers are accelerating digital transformation to maintain competitiveness in an increasingly complex global market. These advancements in digital manufacturing, connected workers, and autonomous production systems represent more than technological evolution—they are essential for navigating the challenging tariff landscape.
Read Between the Machines

1 month ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistIn manufacturing environments where precision is paramount, our words don't always follow suit. Just as Ford executive Mike O'Brien meticulously documented his colleagues' linguistic missteps over decades, manufacturing floors worldwide are hotbeds for verbal gymnastics and colorful language. This newsletter is no different, with intentional polysemous and antithesis titles.
Henry Ford Moment for Solar

1 month ago | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistThe most rewarding venture capital journeys often begin with unexpected connections, as demonstrated by Fika Ventures and Edge Impulse—where a missed investment opportunity led to a chance introduction and ultimately one of their most exciting portfolio companies.
M&A Disputes Report: Five Years in Review: Lessons Learned and Future Outlook

Oct 24, 2024 | lexology.com | Mustafa Hadi |Peter Bird |Frank Dery |Kevin Hagon |Calvin Qiu |David Rogers | +2 more

Key dispute trends since 2020 and how dealmakers can navigate the year ahead Introduction The global economy has undergone a seismic transformation since our research into mergers and acquisitions (M&A) disputes first launched in 2020—shifts leading to more deal-related disagreements and new areas of contention.
Show the Prices Upfront for Industrial Technology

Sep 15, 2024 | substack.exponentialindustry.com | David Rogers

Capturing this week's zeitgeistIMTS 2024 broke registration records while Exponential Industry’s recommendations remain undefeated. Big fanfare for Tormach on X.