Listen

Description

This week on New Wave Weekly:

👉 Aris Machina lands a monster “pre-seed”

Founded by two former Northvolt leaders — including Peter Carlsson — Aris Machina wants to build the agent OS for manufacturing, unifying messy factory data into a global optimization layer. But can you really standardize manufacturing when every plant is different?

👉 AI for Manufacturing: hype cycle or real inflection?

Europe and the U.S. saw multiple rounds this week alone — Aris, Forges, Drift — as investors wake up to $8T in manufacturing inefficiency. But are we funding the next Palantir… or just fancy consulting with better branding?

👉 Is China already at “nine sigma”?

A live debate: Are Western factories actually decades behind? Some say China’s battery plants have already cracked near-zero-fault manufacturing — so what does that mean for European AI startups betting on yield optimization?

***

Wave Makers:

Jonny Everett - Marble

Matthew Blain - Voyager Ventures

Yair Reem - Extantia

Hugo Rauch - New Wave



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com