WHY THERE HASN'T BEEN A CHATGPT MOMENT YET IN MANUFACTURING

Summary from the TLDR AI newsletter

The software that manages the mathematical definitions in CAD software is called a geometry kernel. Whoever first develops a truly capable foundational AI model for CAD will control a critical layer of industry infrastructure. The problem is that this critical infrastructure layer is currently monopolized by a handful of players whose business depends on maintaining closed, proprietary systems. If the US wants to maintain its industrial competitiveness, it must recognize geometry kernels as strategic infrastructure, not just commercial software products. The market has had decades to produce an open alternative and hasn't, so a coordinated public investment may be justified.