Managing Director × Manufacturing: How the Conversation Is Moving

BullishGuest is strongly upbeat about the company's trajectory: 2026 was a "transformation year," they are "ready and coming into the market," and they are "pushing very hard" toward multi-gigawatt deployments.

Energy Insiders - a RenewEconomy Podcast — Special Episode: The new battery chemistry targeting long duration storage · Nov 2026

MixedNo explicit personal outlook; David stays process-focused and measured, noting volatility ('surprises are the one thing you can't work with') while staying engaged ('I'm learning every day').

Supply Chain Now — Less Waste, Better Outcomes: Rethinking Transportation with BNSF Logistics · Sep 2026

SkepticalGuest is frustrated and feels 'we're always catching up' and 'the fun is not going away,' though he hopes for readiness and a stable one-year USMCA extension.

Everything is Logistics — Why Mexico Customs Delays Start Before the Truck Moves with José Miñarro · Oct 2026

BullishBroader macro conditions are barely discussed; the only signal is a positive funding climate ("the capital world" was excited and investors backed the April round), and government support for local manufacturing is praised.

Energy Insiders - a RenewEconomy Podcast — Special Episode: The new battery chemistry targeting long duration storage · Nov 2026

MixedMacro views are mixed: the aging workforce and rising cost basis create pressure and demand, while geopolitics and US-China supply chain interdependence are described neutrally, without a clear optimistic or pessimistic stance.

a16z (Andreessen Horowitz) — The Robots Already Working in American Factories | Tutor Intelligence · Nov 2026

SkepticalOnly lightly touched: Josh says it's "very challenging to build a business case" for short-term payback, and owner notes demand-side pressure from consumerism and e-commerce SLAs, with no clear positive macro view.

Manufacturing Happy Hour — 309: How Physical AI Is Changing What's Possible in Warehouse Automation · Nov 2026

BullishGuest forecasts strong growth for non-lithium long-duration storage, "not a niche market" growing from ~40 GWh to ~120 GWh by 2030-31, and says the grid is "ready for a new battery technology"; the forecast is optimistic but framed around…

Energy Insiders - a RenewEconomy Podcast — Special Episode: The new battery chemistry targeting long duration storage · Nov 2026

MixedOffice outlook is mixed: Class A is 'going very strong' and 'promising,' but the market is 'structural' with Class B/C 'underperforming' and a 'tale of the haves and have nots.'

The TreppWire Podcast: A Commercial Real Estate Show — 423. The Office-to-Resi Conversion Boom is Just Getting Started with Joey Chilelli, Vanbarton Group · Sep 2026

SkepticalGuest says 'it's not the right time to be a customs broker' and expects brokerage work to get 'increasingly complex,' though the role is shifting toward strategic advisory.

Everything is Logistics — Why Mexico Customs Delays Start Before the Truck Moves with José Miñarro · Oct 2026

BullishJosh enthusiastically describes physical AI, a vision-language-action model that lets robots recover from downtime, "deployed in a production ready way," calling it "really cutting edge."

Manufacturing Happy Hour — 309: How Physical AI Is Changing What's Possible in Warehouse Automation · Nov 2026

MixedAI is not meaningfully discussed; the closest content is general references to robots, lasers, and new tech in curriculum, which carry no clear AI sentiment.

Industrial Talk — Chad Duty with IACMI - The Composites Institute · Oct 2026

SkepticalCindy cites chatbot and health-AI case studies and calls for legal guardrails, and John says AI-written emails make authentic voices hard to spot, so the tone is more cautious than enthusiastic.

The CMO Podcast — How Great Leaders Build Trust: Live at the Penn State Alumni Leadership Conference · Oct 2026

BullishGuest is enthusiastic about reinventing a NASA technology with cheaper materials, creating a "new category" and a "blue ocean," and offering storage-as-a-service to overcome customers' fear of adopting new technology.

Energy Insiders - a RenewEconomy Podcast — Special Episode: The new battery chemistry targeting long duration storage · Nov 2026

MixedMixed: the guest says the industry has "not a whole lot of incentives to try something totally new" and cites failed bleeding-edge products, but also stresses disciplined, customer-driven innovation that still delivers new products.

Climate CEOs — 70% of U.S. Substations Are Outdated...Here’s What's Next | NovaTech Automation · Sep 2026

SkepticalGuest says no government system update has made the broker's life easier; the electronic value manifest and repeatedly delayed launches are described as cumbersome and disruptive.

Everything is Logistics — Why Mexico Customs Delays Start Before the Truck Moves with José Miñarro · Oct 2026