AI HARDWARE DESIGN IS THE EASY PART, THE LOSSY PHYSICAL INTERFACE IS THE BOTTLENECK

Summary from the TLDR Hardware newsletter

AI will soon be superhuman at hardware design, but the digital-to-physical interface is lossy. Building real parts means navigating CNC/CAM translation, tolerance stacking, vendors, and scale, while measuring reality is sparse, slow, expensive, and sometimes qualitative. Demand is expected to shift toward suppliers of machined parts, harnesses, and components, plus better simulation and process-knowledge data.