Polish roads aren't Garbicz

Me praising the Poles for their highways

Thought · 14 Sep 2026

Adoption beats specs

The best jobsite wearable is the one workers put on every morning without being asked, which makes adoption the moat, not the sensor specs.

Thought · 24 Mar 2026

Jobsites' consumer psychology

Adoption on the jobsite is a mental event before it is a logistical one, and workers reach for tools on trust and identity rather than spec sheets.

Thought · 18 Mar 2026

Big Retail's R&D Lab Is Your 3PL

Large retailers use cash-crunched 3PLs as their automation proving ground. The winners are the system integrators and the WaaS platforms serving the SMB long tail.

Thought · 12 Mar 2026

Snake Robots Want Your Underwater Pipes

Rigid ROVs and PIGs fail where pipes get weird. Snake robots navigate those geometries, but the form factor is still unproven.

Thought · 10 Mar 2026

Who Owns the Bathtub Wins Robotics

NVIDIA already owns the synthetic data, the models and the silicon, which caps how big an independent robotics data infra player can realistically get.

Thought · 10 Mar 2026