SHEET 04 / 05 · NEWS & INSIGHTS

Notes from the build.

Portfolio announcements, field reports and engineering essays. All entries on this page are placeholder content.

FIG. 4.1 — CELL ASSEMBLY, EXPLODED VIEW
FEATURED · ESSAY · 12 MIN

Why the next decade of industrial capacity will be modular

Factories are becoming kits of standard cells. What that means for capital intensity, lead times and the companies that will supply them.

2026-10-02READ →
§ 4.2 · ARCHIVE
2026-09-24PORTFOLIO

Basalt Power commissions its first 40 MWh thermal store

4 MIN→2026-09-11INSIGHT

Reading a factory: twelve questions we ask on every site visit

9 MIN→2026-08-28FIRM

Opening our Singapore office to support partners across Asia

3 MIN→2026-08-14PORTFOLIO

Northbeam Robotics ships its 500th assembly cell

3 MIN→2026-07-30INSIGHT

The hidden bill of materials: supply-chain risk in hardware startups

11 MIN→2026-07-09PORTFOLIO

Tessellate Materials qualifies lattice brackets for flight hardware

5 MIN→2026-06-18FIRM

Welcoming three operating partners from automotive and energy

4 MIN→2026-05-27INSIGHT

Capital intensity is not a bug: financing the build-out phase

8 MIN→