Research in the open. Each week, a deep-researched note on where humanoid robotics, manufacturing economics, reshoring, and factory software actually stand — and what it means for the Moduloa thesis. Once a month, a recap of what mattered. Sourced, dated, and open to correction.
One year past Liberation Day, US manufacturing construction spending has fallen from its 2024 peak and only about a third of manufacturers are reshoring — the trade wall did the demand-side work and the supply side still could not respond. Why capacity did not follow the tariff, and what that argues for. Read it →
Vooma sells AI agents that quote, build, schedule, and track freight for some of the largest US brokerages — coordination work absorbed by software years before robots absorb assembly. What a small company one industry over says about the thesis, including the part where it disagrees with it. Read it →
In mid-2026 the busiest front in robotics is the model, not the machine — NVIDIA keeps the GR00T brain and lets Unitree sell the body, and the largest round of the year went to Skild's bodyless robot brain. How much of that layer is the moat Moduloa is actually chasing. Read it →
A small number of humanoid robots now do paid industrial work — hundreds, not thousands — while the cheapest walking machines land near USD 20,000 and the useful ones cost far more. Where that leaves the Moduloa register. Read it →
Every note is announced in the build-log feed (Atom), alongside project updates and predictions scoring. Point any reader at it.
A researched field note most weeks, and a recap at the start of each month. The rule is the same as the rest of Moduloa: no source, no claim. When the evidence is thin, the note says so.