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  <title>Moduloa build log</title>
  <subtitle>Documentation, decisions, and build logs — public by default.</subtitle>
  <link href="https://moduloa.com/feed.xml" rel="self"/>
  <link href="https://moduloa.com/"/>
  <id>https://moduloa.com/feed.xml</id>
  <updated>2026-07-16T12:00:00Z</updated>
  <author>
    <name>Moduloa</name>
    <email>shk@moduloa.com</email>
  </author>

  <entry>
    <title>Journal: Tariffs are not a factory</title>
    <link href="https://moduloa.com/journal/2026-07-16-tariffs-are-not-a-factory"/>
    <id>https://moduloa.com/journal/2026-07-16-tariffs-are-not-a-factory</id>
    <updated>2026-07-16T12:00:00Z</updated>
    <summary>One year past Liberation Day, US manufacturing construction spending has fallen from its 2024 peak and only about a third of manufacturers are reshoring. A field note on why physical capacity did not follow the tariff wall, and what that argues for a modular, portable model of production.</summary>
  </entry>

  <entry>
    <title>Journal: the coordination layer falls first</title>
    <link href="https://moduloa.com/journal/2026-07-14-the-coordination-layer-falls-first"/>
    <id>https://moduloa.com/journal/2026-07-14-the-coordination-layer-falls-first</id>
    <updated>2026-07-14T22:00:00Z</updated>
    <summary>A field note on Vooma - YC-backed AI agents doing freight brokers' coordination work for major US brokerages - and what its traction signals for manufacturing's own coordination layer, including where it challenges the thesis.</summary>
  </entry>

  <entry>
    <title>Questions, answered plainly - a quotable FAQ published</title>
    <link href="https://moduloa.com/questions"/>
    <id>https://moduloa.com/questions#published-2026-07-11</id>
    <updated>2026-07-11T12:00:00Z</updated>
    <summary>Direct answers to the questions people ask about Moduloa and the future of manufacturing, written to be quoted by people and machines alike, with the canonical vocabulary defined once.</summary>
  </entry>

  <entry>
    <title>Journal: who owns the robot's brain</title>
    <link href="https://moduloa.com/journal/2026-07-10-who-owns-the-robots-brain"/>
    <id>https://moduloa.com/journal/2026-07-10-who-owns-the-robots-brain</id>
    <updated>2026-07-10T22:00:00Z</updated>
    <summary>A field note on the robot foundation-model layer in mid-2026: NVIDIA keeps the GR00T brain and lets Unitree sell the body, pi0 and Gemini Robotics mark the open and closed poles, and Skild's bodyless robot brain drew the year's largest round at over USD 14B. Why value is drifting above the hardware — and how that layer differs from the certification-and-routing moat Moduloa is chasing.</summary>
  </entry>

  <entry>
    <title>Journal: the state of humanoid work, mid-2026</title>
    <link href="https://moduloa.com/journal/2026-07-10-state-of-humanoid-work"/>
    <id>https://moduloa.com/journal/2026-07-10-state-of-humanoid-work</id>
    <updated>2026-07-10T21:00:00Z</updated>
    <summary>A field note on where humanoid robots actually do paid industrial work in mid-2026: hundreds of machines, not thousands; the cheapest walking humanoids near USD 20,000 while useful ones cost far more; and broad factory-scale adoption still a 2030s story. What it means for the Moduloa register.</summary>
  </entry>

  <entry>
    <title>Manufacturing: who this takes — the team page published</title>
    <link href="https://moduloa.com/people"/>
    <id>https://moduloa.com/people#published-2026-07-10</id>
    <updated>2026-07-10T20:00:00Z</updated>
    <summary>The honest requirements behind the vision: a serious software organization with IT/OT security at the core, manufacturing veterans from Asia and beyond, capital that understands platform economics, and pilot partners with real products. The predictions register also gained due dates and a weekly automated review.</summary>
  </entry>

  <entry>
    <title>Manufacturing: predictions register recorded — 25 claims on the record</title>
    <link href="https://moduloa.com/predictions"/>
    <id>https://moduloa.com/predictions#recorded-2026-07-10</id>
    <updated>2026-07-10T18:00:00Z</updated>
    <summary>The thesis boiled down to its falsifiable core: 25 frozen claims about humanoids, manufacturing economics, Norway, and Moduloa itself, with audit horizons at 2031, 2036, 2046, and 2056. Claims never get edited — only scored.</summary>
  </entry>

  <entry>
    <title>Manufacturing: tier calculator and hub scorecard published, v0.1</title>
    <link href="https://moduloa.com/manufacturing"/>
    <id>https://moduloa.com/manufacturing#log-2026-07-tools-v0-1</id>
    <updated>2026-07-10T12:00:00Z</updated>
    <summary>The two artifacts the thesis names for Stage 0, built as client-side tools with URL-encoded state so every result is a permanent, shareable link. The models are deliberately simple drafts — published to be challenged in the expert interviews.</summary>
  </entry>

  <entry>
    <title>Manufacturing: working thesis v0.2 compiled</title>
    <link href="https://moduloa.com/thesis"/>
    <id>https://moduloa.com/manufacturing#log-2026-07-thesis-v0-2</id>
    <updated>2026-07-09T12:00:00Z</updated>
    <summary>Vision, production tiers, factory OS, certified hubs, business model, risk register, and the Stage 0 execution plan — written down so it can be reviewed honestly later. Published in full at moduloa.com/thesis.</summary>
  </entry>
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