Great article Justin! Company Manufacturing SaaS make vs. buy trend will be an interesting one to watch. I am wondering when we will see our first Manufacturing SaaS super-app, one which manages a complete platform rather than having a series of specialized apps.
It's a grim outlook for the 'change the way the part is made' companies. Either these firms don't make it to market due to technical limitations, or the major players in the industry just find their own way to do something similar without infringing on the start-up's patents. If the start-up had a good patent strategy from the outset, they might expect to get acquired by a major player before developing into a real company.
Using Machina Labs as an example, I just don't see how they could ever scale into a large firm. The technology is clearly inferior for MFG at scale. They could either pursue small-run stamped parts (tiny market), or the sale of their technology to the incumbent stamping firms as an additional prototyping capability.
this is an awesome write up!
Great article Justin! Company Manufacturing SaaS make vs. buy trend will be an interesting one to watch. I am wondering when we will see our first Manufacturing SaaS super-app, one which manages a complete platform rather than having a series of specialized apps.
Not for Everyone. But maybe for you and your patrons?
Dear Justin,
I hope this finds you in a rare pocket of stillness.
We hold deep respect for what you've built here—and for how.
We’ve just opened the door to something we’ve been quietly handcrafting for years.
Not for mass markets. Not for scale. But for memory and reflection.
Not designed to perform. Designed to endure.
It’s called The Silent Treasury.
A sanctuary where truth, judgment, and consciousness are kept like firewood—dry, sacred, and meant for long winters.
Where trust, vision, patience, and stewardship are treated as capital—more rare, perhaps, than liquidity itself.
The two inaugural pieces speak to a quiet truth we've long engaged with:
1. Why we quietly crave for ‘signal’ from rare, niche sanctuaries—especially when judgment must be clear.
2. Why many modern investment ecosystems (PE, VC, Hedge, ALT, SPAC, rollups) fracture before they root.
These are not short, nor designed for virality.
They are multi-sensory, slow experiences—built to last.
If this speaks to something you've always felt but rarely seen expressed,
perhaps these works belong in your world.
Both publication links are enclosed, should you choose to enter.
https://tinyurl.com/The-Silent-Treasury-1
https://tinyurl.com/The-Silent-Treasury-2
Warmly,
The Silent Treasury
Sanctuary for strategy, judgment, and elevated consciousness.
Not for Everyone. But maybe for you and your patrons?
Dear Justin,
I hope this finds you in a rare pocket of stillness.
We hold deep respect for what you've built—and for how.
We’ve just opened the door to something we’ve been quietly handcrafting for years.
Not for mass markets. Not for scale. But for memory and reflection.
Not designed to perform. Designed to endure.
It’s called The Silent Treasury.
A sanctuary where truth, judgment, and consciousness are kept like firewood—dry, sacred, and meant for long winters.
Where trust, vision, patience, and stewardship are treated as capital—more rare, perhaps, than liquidity itself.
The two inaugural pieces speak to a quiet truth we've long engaged with:
1. Why we quietly crave for signal from rare, niche sanctuaries—especially when judgment must be clear.
2. Why many modern investment ecosystems (PE, VC, Hedge, ALT, SPAC, rollups) fracture before they root.
These are not short, nor designed for virality.
They are multi-sensory, slow experiences—built to last.
If this speaks to something you've always felt but rarely seen expressed,
perhaps these works belong in your world.
Both publication links are enclosed, should you choose to enter.
https://tinyurl.com/The-Silent-Treasury-1
https://tinyurl.com/The-Silent-Treasury-2
Warmly,
The Silent Treasury
Sanctuary for strategy, judgment, and elevated consciousness.
It's a grim outlook for the 'change the way the part is made' companies. Either these firms don't make it to market due to technical limitations, or the major players in the industry just find their own way to do something similar without infringing on the start-up's patents. If the start-up had a good patent strategy from the outset, they might expect to get acquired by a major player before developing into a real company.
Using Machina Labs as an example, I just don't see how they could ever scale into a large firm. The technology is clearly inferior for MFG at scale. They could either pursue small-run stamped parts (tiny market), or the sale of their technology to the incumbent stamping firms as an additional prototyping capability.
Very difficult challenges!
How is additive manufacturing aka 3D printing playing into the mix?
Excellent!
Thanks for the read.
Great piece!
Where are these companies doing their manufacturing?
How will PRChina decoupling affect this space?