REINDUSTRIALIZE SUMMIT

REINDUSTRIALIZE 3.0 WAITLIST NOW OPEN Where: Detroit, Michigan When: June 16–17 Be in the room where it happens👇

Weathermod went mainstream this weekend at @treefortfest We had hundreds of amazing conversations over the course of Saturday and Sunday and met great people from across the PNW. See you next year in Boise!

"The fund is being pitched as a way to invest in reindustrialization, which entails expanding the US's industrial base and manufacturing." "Reindustrialization" was not even a word before a few of us listened to @aphysicist go on a rant in early 2024 @atomic_inc's office. Less than 90 days later came the inaugural Detroit summit. And less than 2 years later the largest PE funds in the world are backing up the truck. Ways to go, but we've come a long way. @austinbishop @falondonohue @gregorymbernn @crtinch

"If we actually want to increase our overall manufacturing output, and in case of the US, reindustrialize America, we need automation." @sankaet of CEO at Foundation Future Industries at Reind 2.0

@andrewkornuta Louder for the people in the back

And btw, US manufacturing community: it’s not just foreign made sweaters and machines…. ask your software vendors where that product is made and by whom.

Had the pleasure of touring @zipline factory today w/@dentonbaird Airframes so light you can hold them with one finger Zipline is going to win

Expect to see more and more of this.

*Taps the sign* x.com/aphysicist/sta…

"Made in USA" is a status symbol for a reason. Every status symbol has its counterfeits.

@MattKilby23 @SpaceX Then you're doing something right

Probably my own doing, but my entire timeline is @SpaceX and American industrialization. I wouldn’t have it any other way 🚀

Good morning Patriots. Lots of new followers coming in. I’m inspired. Unslop is just getting started, and our mission is simple: find the best Quality goods made with zero plastics, by Americans, and make them easily available to you. Thank you for your support.

OP says they spent 3 months “searching” for a supplier who could make this in America we found at least two in <12 hours the first response came in 20 minutes (lol) and all it took was a few text messages should we just… make the American version ourselves? if we did it, 100% of proceeds would to putting real made in USA flags inside real factories across the country because that’s what reindustrialization *actually* looks like

@dieworkwear We obviously do not endorse this whatsoever. Also, there are wonderful companies that @dieworkwear points out, and startups as well working on this like @anatar @unspun_io and framework.co. Thank you for your attention to this matter.

a $320 "reindustrialize" sweater made abroad ... incredible

In the beginning… … and then there was the N30!

Shield AI to acquire Aechelon and raise $2B at $12.7B valuation. We’re accelerating the shift in how defense systems get built: increasingly shaped in software, trained in simulation, and improved through use. Aechelon, a Sagewind portfolio company, is one of the most trusted simulation companies in defense. Their technology is used to model real-world environments and test systems before they fly. Bringing that capability together alongside Hivemind connects how autonomy is trained with how it performs in the field, helping customers move faster and field capability with greater confidence.Shield AI to acquire Aechelon Technology Inc. and raise $2B at $12.7B valuation. We’re accelerating the shift in how defense systems get built: increasingly shaped in software, trained in simulation, and improved through use. Aechelon, a Sagewind Capital portfolio company, is one of the most trusted simulation companies in defense. Their technology is used to model real-world environments and test systems before they fly. Bringing that capability together alongside Hivemind connects how autonomy is trained with how it performs in the field, helping customers move faster and field capability with greater confidence. Read more:  shield.ai/shield-ai-to-a… Led by @adventintl and co-led by JPMorganChase’s Strategic Investment Group, with participation from @blackstone, @SnowpointVC, Innovation X Advisors, Riot Ventures, @disruptivetech, Apandion, and others.

@danielmitchell WOOO

REINDUSTRIALIZE

@E_Bruxxx Thank you!

Hill & Valley + Reindustrialize Two most impactful events to emerge last couple years Both winners 🇺🇸

Back in Atlanta on round two of site visits for Anatar’s first gigafactory, one of many to come.

"We don't have enough machinists. We don't have enough quality inspectors. We don't have enough welders in the country." Hadrian CEO Chris Power on how a modern software-driven factory works differently from traditional manufacturing: "At that task level, we have to get them 90% more productive." "If you want to train a Navy welder today it's going to take you a decade. So we have to augment the skills with software." "The flexibility to constructing something like a submarine demands is incredibly what we call high-mix, low-volume." "If you're building a Toyota Camry you're making 20,000 of them a year... You can easily automate a million iPhones." "What the software enables is running at that level of factory productivity but with the flexibility that something like a submarine demands." "So it's really the velocity and agility and reducing the amount of people because we just don't have the people in the US." "We have to get this productivity uplift with software and a new workforce." @2112Power @HadrianInc @davidu

Manufacturing Twitter Role Call It’s time again, been posting this every 3 months since September 2025 If you want a feed full of manufacturing go though and connect with all the profiles that responded over the past 9 months Add yourself -> post what you do in < 5 words

We know how to build robots that lay bricks, finish drywall, and print concrete. We have not figured out how to build the companies behind them. The platonic ideal for investors funding these companies is to see you start as a vertically integrated subcontractor, prove the unit economics, then shed risk over time until you become an equipment manufacturer. It is a clean arc. And as a destination, it is probably right. Caterpillar sells machines. John Deere sells machines. That end state has comps and is defensible. But the path to that destination is never clean. It is a river. And the river is shaped by two things most founders get wrong, identity and capital. Most robotics companies have a natural groove. It is set early and it is hard to fight. Some companies are OEM-leaning. The founders invented new categories (3D printing, autonomous finishing, heavy equipment EV) and the hardware itself is the breakthrough. Manufacturing and engineering is the core competency. Other companies are services-leaning. They use the best available off-the-shelf robotics to automate a trade. The differentiation lives in the efficiency of the operation and a consistently lower cost output. This identity should set the direction of your business model. An OEM-leaning company that forces itself into services will feel friction at every turn. A services-leaning company that tries to invent breakthrough equipment instead of solving field problems will also struggle. Fighting your groove early costs years and capital that most startups do not have. The companies that fail usually have working technology and willing customers. But they die because they cannot attract enough capital. There is effectively one pool of risk capital available. Venture. You are asking VCs to underwrite unproven technology in a conservative, slow-to-adopt industry with capital-intensive assets. That is a lot of faith per dollar. They can only stomach it if each dollar you spend buys dense, legible proof that the next dollar will be easier to raise. But capital does not move on data alone. It moves on narrative. Every fundraise is an escalation. You are telling investors that the thing you proved last round implies something larger this round. If the narrative is right, each escalation feels inevitable. If it is wrong, each escalation feels like spin. Evidence without story is a science project. Story without evidence is fiction. Investors need to see where it is all going and need to know the next buyer will be there. There will be winners in construction robotics. The market is too large, the labor shortage too structural, the equipment too stagnant for there not to be. But the winners will not be the companies that followed the platonic ideal. The density of proof you need at each stage of financing is always bigger than you think. The winners will be the ones comfortable doing more than investors expect, making each round's proof impossible to ignore. "If you do everything, you will win." — LBJ