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In fairness, the market size isn't in question. It's whether you can reasonably capture venture-scale share in an already-mature market.
They need to see some kind of unlock. In the case of SCS and Nox, it's a new business model, enabled by customized SW, and aided by a generational shift in buying behavior, and an ongoing wave of legacy retirements that are creating a capacity vacuum.
Those factors convince investors that perhaps now, finally, manufacturing demand can be aggregated and the supply chain reshaped pretty fundamentally. That thesis is backed by their rapid growth, and the rapid growth of competitors in the same and adjacent markets.
Electronics grew up with tech (for obvious reasons), so it's less obvious that something dramatic can happen to reshape the supply chain.
If you are just another competitor in an already-consolidated, tech-driven marketplace, what's the venture bet?
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weirdest customer request award goes to the dude that asked us yesterday if we can apply silkscreen to their batch of (already assembled) PCBAs
bonus points because he forgot to replace our competitor's name in the copy-pasted email
bonus points because he forgot to replace our competitor's name in the copy-pasted email
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still doesn't get old to be able to park in the factory
but soon, all this empty space will be full
but soon, all this empty space will be full
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I am confident I will get shit for this, but I am buying this cheap chinese 10HP screw compressor and there is nothing you can do about it
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me: "hey almost out of API credits can I get some more"
them: "yeah that'll be $0.03 per API call"
me: "nvm i'll just vibe code this then"
repeat until all of our are SaaS are gone
them: "yeah that'll be $0.03 per API call"
me: "nvm i'll just vibe code this then"
repeat until all of our are SaaS are gone
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SCS and Nox proving you can build "venture-scale" businesses off of selling literally re-shaped metal and I still get told by investors that they don't see how electronics manufacturing (trillion$ industry) is a venture-scale business.
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i've started leaving a failed print graveyard at the bottom to serve as a warning to all future prints
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can someone please make a aniti-boardy bot that replies to all boardy comments with the name of the company/person they are referring to, making their business model unsustainable
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Colton Black retweeted
Bonfire in Austin this Friday for the hard tech scene. DM or reply for the invite
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