#  @CalebChamberla6 Caleb Chamberlain Caleb Chamberlain posts on X about metal, business, in the, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1260969445263958024/interactions)  - [--] Week [------] -61% - [--] Month [-------] +26% - [--] Months [---------] +14% - [--] Year [----------] +19,326% ### Mentions: [--] [#](/creator/twitter::1260969445263958024/posts_active)  - [--] Month [--] -43% - [--] Months [---] +1.60% - [--] Year [---] +4,011% ### Followers: [-----] [#](/creator/twitter::1260969445263958024/followers)  - [--] Week [-----] +0.54% - [--] Month [-----] +2.70% - [--] Months [-----] +19% - [--] Year [-----] +796% ### CreatorRank: [---------] [#](/creator/twitter::1260969445263958024/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [gaming](/list/gaming) [cryptocurrencies](/list/cryptocurrencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) **Social topic influence** [metal](/topic/metal), [business](/topic/business), [in the](/topic/in-the), [if you](/topic/if-you), [design](/topic/design) #2155, [motion](/topic/motion), [debt](/topic/debt), [company](/topic/company), [cash flow](/topic/cash-flow), [how much](/topic/how-much) **Top accounts mentioned or mentioned by** [@baldtires](/creator/undefined) [@andrewkornuta](/creator/undefined) [@zanehengsperger](/creator/undefined) [@fabworksguy](/creator/undefined) [@emm0sh](/creator/undefined) [@67designs](/creator/undefined) [@andrewmccalip](/creator/undefined) [@mpatrickwalton](/creator/undefined) [@movaxbx](/creator/undefined) [@kennethcassel](/creator/undefined) [@holliemaea](/creator/undefined) [@connorkapoor](/creator/undefined) [@burner671134391](/creator/undefined) [@c0nst](/creator/undefined) [@barbinbrad](/creator/undefined) [@zacksjerryrig](/creator/undefined) [@sutterlindan](/creator/undefined) [@intuit](/creator/undefined) [@elonmusk](/creator/undefined) [@beastienews](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Intuit Inc. (INTU)](/topic/$intu) ### Top Social Posts Top posts by engagements in the last [--] hours "Just used @Replit to build a custom kanban web app. In two hours. With zero code. React/ts front end NodeJS backend postgres DB RESTful API supporting basic CRUD operations. Insane App does everything I wanted" [X Link](https://x.com/CalebChamberla6/status/1872104031482675420) 2024-12-26T02:15Z [--] followers, [--] engagements "@rmrfxyz @zanehengsperger Now is the peak (or a couple years removed from the peak) of baby boomers retiring. They own a bunch of shops" [X Link](https://x.com/CalebChamberla6/status/1873895558571856292) 2024-12-31T00:54Z [--] followers, [--] engagements "@c0nst @andrewkornuta @elonmusk Curious Const how did you get the industry size. I do believe it's that big but I can't find a study that doesn't rely on deeply flawed NAICS codes. How do you separate job shop work from others" [X Link](https://x.com/CalebChamberla6/status/1878455710830243885) 2025-01-12T14:55Z [--] followers, [--] engagements "If you've used different CAD tools which do you prefer SolidWorks Fusion360 OnShape Others And why" [X Link](https://x.com/CalebChamberla6/status/1879187235423354943) 2025-01-14T15:22Z [---] followers, [----] engagements "Huge day today: launched new more aggressive discounts for big jobs; significantly cheaper rapid lead options (rolling this out slowly); a send as Quote feature for purchasing depts; and various quality of life improvements. More to come soon" [X Link](https://x.com/CalebChamberla6/status/1879331341072031983) 2025-01-15T00:54Z [---] followers, [---] engagements "@shlykur @RSDesignSpark Fun fact - Trumpf's TruTops BOOST uses white-labelled spaceclaim under the hood for sheet metal part editing" [X Link](https://x.com/CalebChamberla6/status/1879372284890333286) 2025-01-15T03:37Z [---] followers, [--] engagements "Let's goooooooo Congrats @SpaceX on another booster catch. Smooth as ever. What an incredible audacious vision" [X Link](https://x.com/CalebChamberla6/status/1880025772293075222) 2025-01-16T22:54Z [---] followers, [---] engagements "I want to build a US manufacturing industrial center. "Every manufacturing service inside a square mile." But not ordinary manufacturing services. They must be tech-enabled and optimized for rapid-response high-mix low volume at scale. They must also interoperate efficiently" [X Link](https://x.com/anyuser/status/1887890804401901630) 2025-02-07T15:46Z [----] followers, 23.4K engagements "@fabworks_guy I like laser magic better" [X Link](https://x.com/CalebChamberla6/status/1895184605965320642) 2025-02-27T18:49Z [---] followers, [---] engagements "@orthonormalist Ish. We keep our books elsewhere but business workflows are all handled in-house: quotes sales orders purchase orders inventory scheduling production shipping invoicing payments" [X Link](https://x.com/CalebChamberla6/status/1896679067849785754) 2025-03-03T21:48Z [---] followers, [--] engagements "Our raw metals costs are going up. Steel stainless aluminum copper brass all up [--] percent or more already" [X Link](https://x.com/CalebChamberla6/status/1900894666800971879) 2025-03-15T12:59Z [---] followers, [----] engagements "Normal VC portfolio strategies are inimical to manufacturing but it doesn't have to be that way. VC is all about making big bets with huge potential upside and winning maybe 5% of the time with returns that justify the loss of the other 95%. It's complex gambling. Manufacturing is about creating tangible value and generating cash each step of the way. It's a good kind of business but it's rarely a change the world bet (and when it is perhaps it shouldn't be). VCs unironically don't want a portfolio of companies that are profitable and exhibit responsible growth and consistent long-term" [X Link](https://x.com/CalebChamberla6/status/1901277723143835919) 2025-03-16T14:21Z [---] followers, [----] engagements "Lots of videos of humanoids dancing walking doing martial arts. Zero videos of deployed humanoids doing useful work in a way that actually makes sense" [X Link](https://x.com/CalebChamberla6/status/1902740459509744067) 2025-03-20T15:14Z [---] followers, [---] engagements "@barbinbrad Fantastic Down with data-entry" [X Link](https://x.com/CalebChamberla6/status/1903080109751550139) 2025-03-21T13:43Z [---] followers, [--] engagements "@andrewmccalip @emm0sh I want all the hardened reliability of an industrial PLC but I want to SSH in write apps in Linux in whatever language (Python NodeJS C C++) with baked-in SDKs for easy interaction with the hardware. I'd like to retain all the core plug and play module discovery etc" [X Link](https://x.com/CalebChamberla6/status/1904181784511926423) 2025-03-24T14:41Z [---] followers, [---] engagements "@averagearcadian If sheet metal works use it. Full stop. If you are worried about flex or longevity use thicker sheet metal stock. Simple" [X Link](https://x.com/anyuser/status/1905646034413302159) 2025-03-28T15:39Z [----] followers, 27.3K engagements "Blown away by the structures you can build in precision cut and bent metal plate and tube. This design uses 1/4" steel plate and 6" square steel tube with 1/4" wall. It avoids shear loads on bolts by ensuring that there are always bolts oriented to handle forces axially" [X Link](https://x.com/anyuser/status/1906022329018372251) 2025-03-29T16:35Z [----] followers, 56K engagements "@ArkElectron Nice. I don't know what it is but I love power supplies" [X Link](https://x.com/CalebChamberla6/status/1909412426174619763) 2025-04-08T01:06Z [----] followers, [---] engagements "@_baldtires I love this look. How are you going to make the panels I need similar organic shapes for my VR sim" [X Link](https://x.com/CalebChamberla6/status/1911830304735773119) 2025-04-14T17:13Z [----] followers, [---] engagements "@fabworks_guy @emm0sh Yep we'd have turned him away too. We make our systems self-serve. We wouldn't be able to take a model with no concept of DFM instant quote it and turn it around in a day or two. We expect our customers to learn how things are made" [X Link](https://x.com/CalebChamberla6/status/1911994605895295430) 2025-04-15T04:06Z [----] followers, [---] engagements "Now you can get a mirror-like top surface finish on your stainless steel parts" [X Link](https://x.com/CalebChamberla6/status/1912984758067536186) 2025-04-17T21:41Z [----] followers, [----] engagements "#8 stainless steel is beautiful. Cut bent pristine" [X Link](https://x.com/CalebChamberla6/status/1913340198890741964) 2025-04-18T21:13Z [----] followers, [----] engagements "In manufacturing the only "moat" is process power. And you only earn process power after years - decades - of continuous process improvement" [X Link](https://x.com/CalebChamberla6/status/1914700345202368790) 2025-04-22T15:18Z [----] followers, [----] engagements "@evandthayer You probably won't go wrong with any Trumpf Amada Mitsubishi Bystronic Mazak BLM etc. I've heard good things about Eagle" [X Link](https://x.com/CalebChamberla6/status/1915476481142382942) 2025-04-24T18:42Z [----] followers, [---] engagements "Any manufacturing service gated behind opaque slow sales processes is ripe for disruption. It's the rapid online on-demand era. Let's get with it" [X Link](https://x.com/CalebChamberla6/status/1915767603047678131) 2025-04-25T13:59Z [----] followers, [----] engagements "Haha yep. Same story here. 95% of our software work is on backend systems. Quoting is the "easy" part. Also of note the ultimate trajectory of on-demand is normalcy. Commoditization. The space will get really cluttered really soon. So all the extra margin this model enables will get whittled away" [X Link](https://x.com/CalebChamberla6/status/1915796358856061321) 2025-04-25T15:53Z [----] followers, [---] engagements "I feel for business owners crippled by tariffs but there's a rarely discussed alternative - integrate vertically and learn how to make your product yourself. US mfg isn't optimized to make cheap consumer products but it's possible. Just do it. People were correct on the poll The price we got to make our product in the US was $124.95 Which doesn't include shipping to our 3PL fulfilling to the customer Amazon fees etc. Even with the 145% tariff my landed cost (making & getting my product to my warehouse in https://t.co/LJAEjW2FqE People were correct on the poll The price we got to make our" [X Link](https://x.com/CalebChamberla6/status/1917561225900351871) 2025-04-30T12:46Z [----] followers, [----] engagements "Can confirm. Early in my career I literally asked my accountant what the point of a balance sheet was. :- A couple decades later with a firm grasp of all three foundational statements I live in the balance sheet and statement of cash flows. Founders prefer income statements and people who understand finance prefer balance sheets and thats because founders are wrong. Easier to overlook in VC; when bootstrapping you quickly learn the hard way that profit is an opinion and most certainly isnt the same as cash flow. https://t.co/g6v54H5UcG Founders prefer income statements and people who" [X Link](https://x.com/CalebChamberla6/status/1919365560493809727) 2025-05-05T12:16Z [----] followers, [----] engagements "McMaster-Carr is amazing. Response in [--] minute" [X Link](https://x.com/anyuser/status/1920485372913405994) 2025-05-08T14:26Z [----] followers, 30.2K engagements "@mikedengsdm I'll let Ford Motor Company know :-P" [X Link](https://x.com/CalebChamberla6/status/1920982485300600865) 2025-05-09T23:21Z [----] followers, [--] engagements "Yep. The courts confirmed what we all already knew - Google search is worse on purpose. Look how far down the page you have to scroll to get to organic results these days. Google has put toll booths on every road. wait WTF https://t.co/ZDHrj3bnwh wait WTF https://t.co/ZDHrj3bnwh" [X Link](https://x.com/CalebChamberla6/status/1921585820143583240) 2025-05-11T15:18Z [----] followers, [----] engagements "Roll axis test. The partial pulley system works really well It's also super quiet" [X Link](https://x.com/anyuser/status/1922438832873435616) 2025-05-13T23:48Z [----] followers, 18.9K engagements "@fabworks_guy If you see yaw and don't feel it it'll give you really bad nausea. Yaw doesn't have to perfectly match though. You could spin [---] degrees in real life and see [---] and not know the difference" [X Link](https://x.com/CalebChamberla6/status/1922494243664199795) 2025-05-14T03:28Z [----] followers, [---] engagements "People don't seem to understand that robots are heavy equipment with dangerously powerful motors. Those aren't coexisting with toddlers and elderly people sorry. Meanwhile humanoids are expensive sub-optimal and clunky for nearly all industrial environments. The humanoid crazy is a giant expensive boondoggle" [X Link](https://x.com/CalebChamberla6/status/1923407342403813587) 2025-05-16T15:57Z [----] followers, [----] engagements "Weirdly excited about this" [X Link](https://x.com/CalebChamberla6/status/1924251888935170423) 2025-05-18T23:52Z [----] followers, [----] engagements "@orthonormalist Buy value-producing manufacturing equipment on fixed interest loans and hang on for dear life. The dollar will be worth nothing in a couple decades" [X Link](https://x.com/CalebChamberla6/status/1924988901879644388) 2025-05-21T00:41Z [----] followers, [---] engagements "@ConradBastable What car brand I need to know what to never buy. In a world of cell phones Sirius XM is pure cancer" [X Link](https://x.com/CalebChamberla6/status/1927062454183268493) 2025-05-26T18:01Z [----] followers, [---] engagements "@_baldtires They unironically prefer to spend 100x as much to launch a single rocket once (SLS)" [X Link](https://x.com/CalebChamberla6/status/1927738388909601261) 2025-05-28T14:47Z [----] followers, [---] engagements "@mov_axbx Waiting on tooling and developing software as we speak" [X Link](https://x.com/CalebChamberla6/status/1927873483159011541) 2025-05-28T23:43Z [----] followers, [---] engagements "I hate Windows. Notifications are off yet Microsoft still pushes ads into the OS I paid for" [X Link](https://x.com/anyuser/status/1928436749039972618) 2025-05-30T13:02Z [----] followers, 16.8K engagements "Are humanoid robotics companies banking on AGI showing up and making their hardware useful Possibly not a bad bet" [X Link](https://x.com/CalebChamberla6/status/1928441440809390286) 2025-05-30T13:20Z [----] followers, [---] engagements "@ginandconflict I wonder how well CAD software would run in a VM" [X Link](https://x.com/CalebChamberla6/status/1928457358344167444) 2025-05-30T14:23Z [----] followers, [---] engagements "Examples: [--]. We submitted a $100k PO for tooling from a vendor. A week later no response. [--]. We ordered a million dollar laser. It was delivered two months late and then took another two months to install (install usually takes two weeks tops). It was a circus of errors and confusion from the vendor. [--]. We bought a new bead-blasting cabinet that was dead on arrival. The manufacturer required us to submit a PO for replacement parts so they could invoice us so we could send a warranty RMA so they could credit our account and close out the invoice. What an absurd process. This is all within the" [X Link](https://x.com/anyuser/status/1929564237078339863) 2025-06-02T15:42Z [----] followers, 62.3K engagements "@CameronSralla @barbinbrad @thdxr Borrowing from Jeff Bezos "focus on what makes your beer taste better." Reinventing ERP is complex expensive requires deep subject matter expertise and it'll ordinarily not notably change customer experience. If those problems don't apply for your business go for it" [X Link](https://x.com/CalebChamberla6/status/1931362567139856691) 2025-06-07T14:48Z [----] followers, [--] engagements "Trusty Bridgeport" [X Link](https://x.com/anyuser/status/1933613319900049870) 2025-06-13T19:51Z [----] followers, [----] engagements "@cadbitch You'd want pitch roll and yaw to be centered at the base of the neck most ideally. The center of mass ends up slightly forward and down a foot or two (not counting the main pillar and roll yoke which move it backwards a lot)" [X Link](https://x.com/CalebChamberla6/status/1933687853671985569) 2025-06-14T00:48Z [----] followers, [--] engagements "@mpatrickwalton @PaulJMcCain I love the idea of a PCBA service that exposes a library of stocked parts. Use these parts get your design in a couple days. It's been a very long time since I ordered a PCB. Maybe that service exists" [X Link](https://x.com/CalebChamberla6/status/1934811226711970232) 2025-06-17T03:11Z [----] followers, [---] engagements "Digital manufacturing is becoming less niche and more mainstream every day. Its crazy how great the digital manufacturing companies are. Fast lead times ever expanding services great customer service tons of documentation around capabilities and founders that are actively engaging on twitter. They make shipping hardware less hard Its crazy how great the digital manufacturing companies are. Fast lead times ever expanding services great customer service tons of documentation around capabilities and founders that are actively engaging on twitter. They make shipping hardware less hard" [X Link](https://x.com/CalebChamberla6/status/1935030681987596643) 2025-06-17T17:44Z [----] followers, [----] engagements "@ReevesCanon Right now we quote [-----] parts per week and we manufacture [----] SKUs in varying quantities each week. Most are relatively low volume non-recurring parts" [X Link](https://x.com/CalebChamberla6/status/1935047151354339761) 2025-06-17T18:49Z [----] followers, [--] engagements "@emm0sh I think you are spot-on. The future of manufacturing isn't decentralized it's aggregated and scaled. It's going to get really really good for people who want things made quickly and easily" [X Link](https://x.com/CalebChamberla6/status/1935052822342775253) 2025-06-17T19:11Z [----] followers, [--] engagements "Making progress on the final stages of the VR motion rig. I scrapped the old boxy cockpit and replaced it with this simple box to hold the pilot's legs in place. More pictures in the comments" [X Link](https://x.com/CalebChamberla6/status/1935181626218299578) 2025-06-18T03:43Z [----] followers, [----] engagements "@zanehengsperger @joinindustrion Opportunity of a lifetime. You forgot to add - most fabricators are about three decades behind the tech curve" [X Link](https://x.com/CalebChamberla6/status/1935404371036303791) 2025-06-18T18:28Z [----] followers, [---] engagements "Anyone want a ride :-P" [X Link](https://x.com/anyuser/status/1935505513581789242) 2025-06-19T01:10Z [----] followers, [----] engagements "Longer video with yaw moving more" [X Link](https://x.com/anyuser/status/1935509744443342925) 2025-06-19T01:27Z [----] followers, 14.3K engagements "@BeastieNews @ID_AA_Carmack We made a version of this [--] or [--] years ago. With a tightly coupled game that matches the simulator state there's basically no nausea. But our custom game literally matched the simulator rather than the other way around. Open question how well it'll work with other games" [X Link](https://x.com/CalebChamberla6/status/1935527137341243521) 2025-06-19T02:36Z [----] followers, [--] engagements "Yeah I developed mixing algorithms to tie acceleration into pitch and roll angles. Seeing acceleration and not feeling it is bad news but I think simulating it with rotation works pretty well. Open question is matching game dynamics to machine dynamics with minimal latency. Might be hard for say a rally car racing sim" [X Link](https://x.com/CalebChamberla6/status/1935533393233801335) 2025-06-19T03:01Z [----] followers, [--] engagements "@mov_axbx @BeastieNews @ID_AA_Carmack But probably easy for something like Microsoft Flight Simulator" [X Link](https://x.com/CalebChamberla6/status/1935533485227393414) 2025-06-19T03:01Z [----] followers, [--] engagements "@mov_axbx @BeastieNews @ID_AA_Carmack Bookmarked. Might dig in later. I've been planning to make a SimTools plugin" [X Link](https://x.com/CalebChamberla6/status/1935535063434924367) 2025-06-19T03:08Z [----] followers, [--] engagements "Woah. Look how the mill scale "popcorns" off of this 3/4" plate. Working on a larger punch to prevent cracking" [X Link](https://x.com/CalebChamberla6/status/1935797217409028424) 2025-06-19T20:29Z [----] followers, 29.3K engagements "This'll do. Nice and cozy inside" [X Link](https://x.com/CalebChamberla6/status/1935821650332959033) 2025-06-19T22:07Z [----] followers, [----] engagements "@supersean415 Yeah Probably do some racing sims maybe a mech-style game as well" [X Link](https://x.com/CalebChamberla6/status/1935826651352645765) 2025-06-19T22:26Z [----] followers, [--] engagements "@c0nst When the big incumbents fail to perform against the new energetic innovative companies they'll turn to lawfare. Watch" [X Link](https://x.com/CalebChamberla6/status/1936173096437948770) 2025-06-20T21:23Z [----] followers, [---] engagements "@zanehengsperger Yeah Create a document in Word and add to it continuously over the next five years. Then upload it to create a customer "GPT" with that document as context" [X Link](https://x.com/CalebChamberla6/status/1937178193146122390) 2025-06-23T15:57Z [----] followers, [----] engagements "Steve Balmer gives away a billion a year to various charities. In the "gilded age" the ultra wealthy were way more ostentatious. There was such a massive public backlash to their over the top opulence that I think it baked in cultural aversion to it. Maybe art sponsorship is one element rightly or wrongly that disappeared with the ostentatious culture" [X Link](https://x.com/CalebChamberla6/status/1937494846916427908) 2025-06-24T12:55Z [----] followers, [--] engagements "@teodor_io @Spacecolonize Other examples. Relative to his wealth @elonmusk basically lives in a hovel and doesn't own a car. Bill Gates' foundation virtually eliminated polio globally" [X Link](https://x.com/CalebChamberla6/status/1937495636355760220) 2025-06-24T12:58Z [----] followers, [--] engagements "Gotta love swan neck punches" [X Link](https://x.com/CalebChamberla6/status/1937505948157059248) 2025-06-24T13:39Z [----] followers, [----] engagements "We offer net terms. We understand how important it is for enterprises to work through normal B2B purchasing flows from quote through purchasing to receiving voucher approval and payables. But I'm blown away by how bad companies are at paying invoices on time. Most don't even schedule payment until invoices are late and then it can be a matter of weeks. To be clear we offer terms to support B2B buying not to serve as an interest-free lender. If you habitually pay late we'll discontinue terms for your company or price-in the cost of capital on your account" [X Link](https://x.com/anyuser/status/1937512914405277926) 2025-06-24T14:07Z [----] followers, 11.7K engagements "@Glavin_ID That's good. For my part a billion dollar company forcing net [---] on small bootstrapped vendors isn't loyalty. But I guess if they are willing to pay more than a the interest on a credit line it's probably fine" [X Link](https://x.com/CalebChamberla6/status/1937523394360246743) 2025-06-24T14:49Z [----] followers, [---] engagements "@actualjib Yep. What specifically do they think "AI" is going to do I'm a tech-savvy manufacturing company. I can write a GPT wrapper in a weekend. I have. I don't use AI in my business because it's the wrong tool for the job" [X Link](https://x.com/CalebChamberla6/status/1937584536692707469) 2025-06-24T18:52Z [----] followers, [--] engagements "Pro-tip: when bent parts are visually similar make changes so they are easy to distinguish If you have to think about it the press brake operator is more likely to make mistakes. Below I've added text to these mirrored parts to distinguish right and left" [X Link](https://x.com/CalebChamberla6/status/1937587015320764907) 2025-06-24T19:01Z [----] followers, [----] engagements "@nico_andretti_ This is exactly what credit cards do" [X Link](https://x.com/CalebChamberla6/status/1937800469340160144) 2025-06-25T09:10Z [----] followers, [--] engagements "@fabworks_guy @_baldtires I take it back you were literally in diapers when I was started programming" [X Link](https://x.com/CalebChamberla6/status/1938091506780541023) 2025-06-26T04:26Z [----] followers, [--] engagements "Every morning: - Two "do you want to sell your company" emails - Five "do you need financing" emails - Seven emails from Chinese manufacturers advertising services - One or two emails from headhunter agencies I derive a certain amount of pleasure from marking them as spam email is so broken 90% of my inbox is literal nonsense email is so broken 90% of my inbox is literal nonsense" [X Link](https://x.com/CalebChamberla6/status/1938237329149403400) 2025-06-26T14:06Z [----] followers, [----] engagements "It works It'll move much more aggressively but this is about the limit of passenger comfort. Base is solid motion is smooth and quiet. All parts either available off the shelf or made by OSH Cut. Now we need to disassemble and powder coat it" [X Link](https://x.com/anyuser/status/1938367292104176034) 2025-06-26T22:42Z [----] followers, 1.1M engagements "@robot_machines We won't be selling them but we are making the plans open source" [X Link](https://x.com/CalebChamberla6/status/1938381429924335858) 2025-06-26T23:38Z [----] followers, [----] engagements "@kdcc100 That game was awesome" [X Link](https://x.com/CalebChamberla6/status/1938382402956775774) 2025-06-26T23:42Z [----] followers, [--] engagements "@appalachain1 Will connect to a bunch of games. I'm thinking of starting with MS Flight Simulator" [X Link](https://x.com/CalebChamberla6/status/1938591604518121936) 2025-06-27T13:33Z [----] followers, [--] engagements "@EthanDenau43187 Will make the plans available so people can build them" [X Link](https://x.com/CalebChamberla6/status/1938744924238930402) 2025-06-27T23:43Z [----] followers, [--] engagements "It took a full year for my brother and I to build the first version. It was so hard to buy parts we decided to start a fab company. Seven years later our biggest competitor can't make 95% of the parts on this build. We built three major revisions of this in a couple months. It works It'll move much more aggressively but this is about the limit of passenger comfort. Base is solid motion is smooth and quiet. All parts either available off the shelf or made by OSH Cut. Now we need to disassemble and powder coat it. https://t.co/PlQo2Qdiwk It works It'll move much more aggressively but this is" [X Link](https://x.com/anyuser/status/1938961255366373500) 2025-06-28T14:02Z [----] followers, 51.2K engagements "@MicroSBs @JonSe5a Heh. This "specific" motion is just a test sequence. The high angular range is to enable acceleration simulation through rotation" [X Link](https://x.com/CalebChamberla6/status/1939167142479564941) 2025-06-29T03:40Z [----] followers, [--] engagements "@ZacksJerryRig You can't lower the national debt AND decrease taxes AND increase spending at the same time. :-" [X Link](https://x.com/CalebChamberla6/status/1939335648475070744) 2025-06-29T14:50Z [----] followers, 10.4K engagements "Question for people with big enterprise experience: why are credit cards disallowed as a general rule I get the need for purchasing controls absolutely. But disallowing cards altogether is kind of a nuclear option compared to (for example) only using them on the payables team to pay for approved invoices with a three way match. A credit card is literally a free [--] day credit line. That's awesome. If a vendor accepts cards against terms invoices why in the world would you not *prefer* to use credit cards" [X Link](https://x.com/CalebChamberla6/status/1940773921826996497) 2025-07-03T14:05Z [----] followers, [----] engagements "@Russell_MFG_USA But surely selective usage by the payables team and only for approved invoices would be a manageable and actually superior cash flow alternative" [X Link](https://x.com/CalebChamberla6/status/1940776599303180523) 2025-07-03T14:16Z [----] followers, [---] engagements "It's been 7+ years but I dusted off Visual Studio and made a C# WinForms app. Some observations: 1) Coding with AI was huge. Lots of quality of life improvements in modern C# I didn't know about and ChatGPT recommended them. Super happy to avoid the whole Invoke required design pattern. 2) WinForms is old but it sure is nice for making a simple Windows native app with network COM and access to precompiled DLLs. 3) I've been doing full stack dev in TS React Node etc. for some time now. My memory of C# and WinForms was quite negative but coding in it again was actually quite nice. Way more" [X Link](https://x.com/CalebChamberla6/status/1940995901780299822) 2025-07-04T04:47Z [----] followers, [----] engagements "I can't control the deficit but apparently I can stand closer to the money printer. I guess I'm a hypocrite. I'm opposed to massive deficits and unsustainable gov't debt. But I will absolutely take bonus depreciation and expense software R&D to get a refund on taxes from [----] forward. And I'll take advantage of anything else I can do to minimize tax liability so that we can reinvest for better service and faster growth. In truth I can't get all that close to the money printer but it has occurred to me that the people who CAN also control the levers of power in a big way. This Ponzi-like" [X Link](https://x.com/CalebChamberla6/status/1941152068112449677) 2025-07-04T15:08Z [----] followers, [----] engagements "@ThaaatColin I chuckled a little. Are you surprised companies on SAP aren't early adopters" [X Link](https://x.com/CalebChamberla6/status/1941306337599864971) 2025-07-05T01:21Z [----] followers, [---] engagements "@jimbelosic Haha we do this too" [X Link](https://x.com/CalebChamberla6/status/1941538121415581937) 2025-07-05T16:42Z [----] followers, [---] engagements "Flying down the Grand Canyon Check out the motion simulator moving with the airplane. More notes in the thread" [X Link](https://x.com/anyuser/status/1942350354919928090) 2025-07-07T22:29Z [----] followers, 21.1K engagements "@b1t3lf Shouldn't need to. Yaw supports continuous [---] rotation" [X Link](https://x.com/CalebChamberla6/status/1942753313600201120) 2025-07-09T01:10Z [----] followers, [---] engagements ""Flew" in the motion simulator for the first time just now. Unexpected problem: motion moves the joystick which moves the airplane which moves the simulator which moves the joystick. Causes high frequency oscillation. I'm actually pleased the sim responds fast enough. But have to fix the issue. Low pass filter might be easiest and fastest. A more stiff joystick would be better but I'm unsure we can get something off the shelf" [X Link](https://x.com/CalebChamberla6/status/1942754662073209168) 2025-07-09T01:16Z [----] followers, 10.7K engagements "@mcjamez That's pretty awesome will have to check it out Force feedback would be cool too. Will have to punt for now since we are on a time crunch" [X Link](https://x.com/CalebChamberla6/status/1942772051724624193) 2025-07-09T02:25Z [----] followers, [--] engagements "Imagine running cash flow so close to the edge that if a customer pays late you can't pay your vendors. I guess that's common. Blows my mind" [X Link](https://x.com/anyuser/status/1942948889927221426) 2025-07-09T14:08Z [----] followers, 17.5K engagements "I know the raw steel look is neat but this'll look pretty great" [X Link](https://x.com/CalebChamberla6/status/1942986717486870617) 2025-07-09T16:38Z [----] followers, [----] engagements "@__Star__Lord___ @timbotdotnet @fishPointer Turns out they don't manufacture the PCBs. They shop it out to one or more partners. (I talked recently to a company who makes their PCBs). OSH Park is cool but they are just a software layer to collect orders with markup. Hence their slow speed and higher cost" [X Link](https://x.com/CalebChamberla6/status/1943009415365562791) 2025-07-09T18:08Z [----] followers, [--] engagements "This thing is legit. @BigscreenVR Setting up the motion simulator to use this. I'll let you know how it goes. :-D" [X Link](https://x.com/anyuser/status/1943034445726126401) 2025-07-09T19:48Z [----] followers, [----] engagements "@BigscreenVR Here it is compared to a Valve Index" [X Link](https://x.com/CalebChamberla6/status/1943036740874453289) 2025-07-09T19:57Z [----] followers, 15.9K engagements "@Jack1000k I'd tell them to take a hike" [X Link](https://x.com/CalebChamberla6/status/1943043247561130332) 2025-07-09T20:23Z [----] followers, [---] engagements "@_baldtires @ReevesCanon My fingers hurt already. And I can smell the flux" [X Link](https://x.com/CalebChamberla6/status/1943099945529282721) 2025-07-10T00:08Z [----] followers, [--] engagements "If you fly this airplane too fast it goes unstable. The motion sim obliges. Very fun" [X Link](https://x.com/anyuser/status/1943166437797040600) 2025-07-10T04:32Z [----] followers, 23.4K engagements "@Superstudgramps Yeah same kind of idea. This particular issue is actually not from pilot feedback. It's what Microsoft Flight Simulator predicts this particular airplane will do when it gets going too fast" [X Link](https://x.com/CalebChamberla6/status/1943300601129111623) 2025-07-10T13:25Z [----] followers, [--] engagements "@LoreMachinist My hunch is we could tie angular rate to angle to mitigate motion sickness. But I'm unsure" [X Link](https://x.com/CalebChamberla6/status/1943527429089431745) 2025-07-11T04:27Z [----] followers, [--] engagements "@andrewkornuta Are you fixing the valuation Or making the businesses worth more I'd hazard that nothing is wrong with the valuation but that businesses can be operationally improved" [X Link](https://x.com/CalebChamberla6/status/1943671660902781173) 2025-07-11T14:00Z [----] followers, [---] engagements "EBITDA is bullshit. Any investment banker who thinks a manufacturing business should be valued on an EBITDA multiple should have his head examined. This is especially true in capex heavy manufacturing. A metric that ignores the real cost of equipment is insane especially when the state of the art changes so fast. John Malone a cable industry executive famously pushed EBITDA as an alternative valuation metric because cable's long-lived high-capex depreciation obscured the cash producing value of his business. He was probably right in his case since cable assets likely outlive depreciation. But" [X Link](https://x.com/CalebChamberla6/status/1943682893609652381) 2025-07-11T14:44Z [----] followers, [----] engagements "@andrewkornuta Good call. I'd say that if the inputs aren't clear it's definitely not worth trying to value the business except for it's liquidation value. So creating clarity on inputs to allow a true valuation is a pretty great idea" [X Link](https://x.com/CalebChamberla6/status/1943685768947642545) 2025-07-11T14:56Z [----] followers, [---] engagements "Oh my goodness. This will be insane" [X Link](https://x.com/anyuser/status/1943877750772969874) 2025-07-12T03:39Z [----] followers, 14.7K engagements "Watch me go up and down this hill" [X Link](https://x.com/CalebChamberla6/status/1943883857084002477) 2025-07-12T04:03Z [----] followers, [----] engagements "@AdmiralQuality Sounds about right haha. We are actually mounting a big curved OLED on it for that reason. The VR ecosystem isn't super great. I'm hoping VR will work better on racing sims" [X Link](https://x.com/CalebChamberla6/status/1944038828928352258) 2025-07-12T14:19Z [----] followers, [--] engagements ""No online add-to-cart and in high demand without a stick of marketing or online anything." Which is why the US manufacturing landscape is fragmented lacking economies of scale inconsistent slow and a massive crap-shoot. Some people might get lucky and have a good experience. But most customers - particularly high-mix low volume - are going to want to claw their eyes out. As the on-demand digitally-enabled model matures it'll handily absorb volume from the shops who take a week to quote" [X Link](https://x.com/CalebChamberla6/status/1944045912747364851) 2025-07-12T14:47Z [----] followers, [---] engagements "Not to sound glib but the problem is everything. The full stack from acquisition to quote to part. I'm painting with a broad brush but the vast majority of manufacturers responded to high office overheads not be optimizing the office but by preferentially courting large customers. Big jobs prorate office inefficiency across large volumes. That works fine but it means many manufacturers think it's a win to attend trade shows and win single-digit customers every year. Without good front-end systems to handle bidding data entry and logistics shops literally can't serve lots of customers and will" [X Link](https://x.com/CalebChamberla6/status/1944062324270412044) 2025-07-12T15:52Z [----] followers, [---] engagements "I have the perfect application for robotics and AI. I'm serious. Billion dollar opportunity. A mobile tool stand with tool silhouettes that follows you around. If you put a tool anywhere but the tool stand the robot screams "HEY ASSHOLE PUT YOUR TOOL BACK" Costs as much as [---] full tool sets but you never have to hunt for a tool again" [X Link](https://x.com/anyuser/status/1944153528240681395) 2025-07-12T21:54Z [----] followers, [----] engagements "Looks really cool without the outer shell and floor. Shame about safety and all that. :-P" [X Link](https://x.com/CalebChamberla6/status/1944209337469301005) 2025-07-13T01:36Z [----] followers, [----] engagements "People are right to be wary about manufacturing investment. New tech enables new business models but the inevitable trajectory of nearly ALL manufacturing business models is commoditization indefensible market share razor-thin margins and bad cash flow. There are exceptions. There's a lot of "alpha" in solving customer pain today by modernizing the full manufacturing software and process stack from quote to part. It might take two or three decades to hit the commodity stage. During that time there's an awful lot of value to create and capture. And there are also many ways to create moats and" [X Link](https://x.com/CalebChamberla6/status/1944423535029649524) 2025-07-13T15:47Z [----] followers, [----] engagements "People have funny ideas about what makes a "moat". There are seven ways: - Scale economies - Network economies - Counter-positioning - Switching costs - Branding - Cornered resources - Process power There's a lot of nuance behind each one. Read Helmer's "7 Powers" for details" [X Link](https://x.com/CalebChamberla6/status/1944433194327318948) 2025-07-13T16:26Z [----] followers, [----] engagements "Interesting. I hadn't thought about it that way. I agree and disagree: [--]. Yes if more of our GDP is manufacturing and manufacturing companies earn less then those companies should be priced lower. [--]. BUT this ignores GDP growth. Manufacturers on slim margins create more value than they capture but that doesn't mean nobody is capturing it" [X Link](https://x.com/CalebChamberla6/status/1944441694298202533) 2025-07-13T17:00Z [----] followers, [--] engagements "@Ki_fun_thoughts Still. I've been fascinated with castles since I was a kid. Still love them. You can say "I grew up in one." :-D I always imaged they'd be full of secret passages" [X Link](https://x.com/CalebChamberla6/status/1944451385266962886) 2025-07-13T17:38Z [----] followers, [--] engagements "You didn't use those words but you are describing an ecosystem that is equivalent to today's but with a new layer of marketing/coordination on top. Respectfully I don't think that'll work. Scale and vertical integration beget massive efficiency speed and capability advantages. To-date most manufacturers that have scaled meaningfully have done it on the back of big OEM or defense contracts leaving the long tail of all else neglected. The job shop market in particular is really bad. Like it or not shops are aging out and closing their doors. And like it or not the companies most likely to close" [X Link](https://x.com/CalebChamberla6/status/1944777609310814683) 2025-07-14T15:14Z [----] followers, [---] engagements "Fully functional end to end test. Dirt Rally racing is tough lol" [X Link](https://x.com/anyuser/status/1945216562061042035) 2025-07-15T20:19Z [----] followers, 27.4K engagements "Got Forza Horizon [--] set up on the motion rig and spent some time tuning settings. It's super fun I could drive it for hours. Forza is a lot more comfortable (and forgiving) compared to the Dirt Rally racing simulator. Here's Jacom driving offroad and being a road hazard. 😀" [X Link](https://x.com/anyuser/status/1945313641206845706) 2025-07-16T02:44Z [----] followers, 34.1K engagements "@OverJumpRally Should be simple just need to bundle up all the state info you have (angular position and rate acceleration) and send it out via UDP on each frame render" [X Link](https://x.com/CalebChamberla6/status/1945644879138501115) 2025-07-17T00:41Z [----] followers, [--] engagements "At OSH Cut we have a good feel for capex requirements to support growth. Even at 10% per year capital requirements start to get huge requiring that we lever up or bring in outside capital. It's an interesting balance. High leverage (and growing fixed opex for multiple facilities) enables growth but it creates massive risk. Running out of cash means death and when your debt service is through the roof and your fixed cost structure is high a recession can kill the business. This is especially true if you are running with lean margins to capture market share. Taking outside cash can eliminate" [X Link](https://x.com/CalebChamberla6/status/1945889357078098139) 2025-07-17T16:52Z [----] followers, [----] engagements "Good question. I'd have to compare the relative costs. If it's debt vs lease I'd run IRR estimates for both across multiple revenue/efficiency scenarios and determine when one wins over the other. I'd also take into account our current leverage position (debt/equity DSCR) risk and the size of the opportunity. Hard to say what would be better" [X Link](https://x.com/CalebChamberla6/status/1945898264215293983) 2025-07-17T17:27Z [----] followers, [--] engagements "Stop by. Get stickers. Fly an airplane. Take some swag" [X Link](https://x.com/CalebChamberla6/status/1946350780623323421) 2025-07-18T23:26Z [----] followers, [----] engagements "@barbinbrad @noxmetals Get this. Pacific Steel Reliance and Affiliated don't even have part numbers. Not a joke" [X Link](https://x.com/CalebChamberla6/status/1947277861389300178) 2025-07-21T12:49Z [----] followers, [---] engagements "@cynicpolitic I thought sale of your home was exempt if you've been living in it" [X Link](https://x.com/CalebChamberla6/status/1947800464298283022) 2025-07-22T23:26Z [----] followers, [---] engagements "@emm0sh Cutting fluid yes. Tobacco no. Let's not resurrect a habit that kills a third of its users to lung cancer" [X Link](https://x.com/CalebChamberla6/status/1948074522416132555) 2025-07-23T17:35Z [----] followers, [---] engagements "@andrewkornuta Parasites. More seriously they are keeping all our customers warm. $600 million up for grabs by selling directly with a good front-end" [X Link](https://x.com/CalebChamberla6/status/1948166112115671295) 2025-07-23T23:39Z [----] followers, [---] engagements "Would buy. Give it a laundry basket of clean clothes come back to a folded pile. (Not a humanoid) We took our laundry folding robot to Joanna Stern's @JoannaStern home to fold her t-shirts - fully autonomous auto fault recovery unseen environment unseen t-shirts. Despite hardware problems it took avg of [--] mins [--] secs per t-shirt. Join our waitlist price $3K @7Xrobotics https://t.co/VS8Pnm5G3V We took our laundry folding robot to Joanna Stern's @JoannaStern home to fold her t-shirts - fully autonomous auto fault recovery unseen environment unseen t-shirts. Despite hardware problems it took" [X Link](https://x.com/CalebChamberla6/status/1948457998894203298) 2025-07-24T18:59Z [----] followers, [----] engagements "Almost two decades ago I took Accounting [---]. It taught basic stuff - debits and credits the accounting equation and how to read financial statements. That single class has had an outsized impact on my businesses. I highly recommend that all entrepreneurs learn accounting" [X Link](https://x.com/CalebChamberla6/status/1948772781505871978) 2025-07-25T15:50Z [----] followers, 19.8K engagements "Here's the real 1/2" plate. Hefty metal part" [X Link](https://x.com/CalebChamberla6/status/1948860242747687422) 2025-07-25T21:37Z [----] followers, [----] engagements "@fabworks_guy You have really big hands" [X Link](https://x.com/CalebChamberla6/status/1948864404826849662) 2025-07-25T21:54Z [----] followers, [--] engagements "@_baldtires @KennethCassel @no_inventions @fabworks_guy Ish. What if a mill bought SCS or OSH bolted on the software infrastructure and let it grow organically driven by significantly better prices" [X Link](https://x.com/CalebChamberla6/status/1948873993379086389) 2025-07-25T22:32Z [----] followers, [---] engagements "I talked to a Meta engineer the other day that just released an API/toolkit for the Quest so that you can drop it on a robot and get state world and obstacle info from it out of the box. I'm unsure of the limits but are probably right about long term usage. When I was in school twenty years ago overconfidence was a big problem. Not sure if that's been solved or not" [X Link](https://x.com/CalebChamberla6/status/1949105792105505189) 2025-07-26T13:53Z [----] followers, [---] engagements "@cynicpolitic From [----] to [----] Nancy Pelosi earned nearly double the annual return on the stock market compared to Berkshire Hathaway. :-D It's not insider trading if you write the laws" [X Link](https://x.com/CalebChamberla6/status/1949108331978936356) 2025-07-26T14:03Z [----] followers, [---] engagements "When that baby 1/4" plate just isn't enough" [X Link](https://x.com/CalebChamberla6/status/1949115648044610007) 2025-07-26T14:32Z [----] followers, [----] engagements "@squirrelthere This machine goes together like legos with fabricated metal and McMaster-Carr parts" [X Link](https://x.com/CalebChamberla6/status/1949473159696236816) 2025-07-27T14:13Z [----] followers, [---] engagements "It's almost never a race over-leveraging will kill you and VCs will burn you to the ground deliberately on the off-chance you can be a homerun. Bootstrapping and conservative growth are usually best. a startup advice that has you like this https://t.co/1lqQCqdTVD a startup advice that has you like this https://t.co/1lqQCqdTVD" [X Link](https://x.com/anyuser/status/1949504659233849548) 2025-07-27T16:18Z [----] followers, [----] engagements "Best for sustainable long-term value for founders. Some markets exhibit structural "power" where winners take all but most don't. Growth investing is just fancy gambling" [X Link](https://x.com/CalebChamberla6/status/1949516182392012958) 2025-07-27T17:04Z [----] followers, [---] engagements "Naw. It's only a race if there is structural "power" in the market and that's usually not true (see Hamilton Helmer's [--] Powers). If there is then yes it's a race" [X Link](https://x.com/CalebChamberla6/status/1949540066935931279) 2025-07-27T18:39Z [----] followers, [--] engagements "@AI_in_LEO What percentage of the time is a market owned long-term by the original innovator" [X Link](https://x.com/CalebChamberla6/status/1949541548502483350) 2025-07-27T18:45Z [----] followers, [--] engagements "The more I learn about Alfred Sloan the more I think he was actually a manufacturing villain. It's a damn shame that he was celebrated as a hero and his accounting practices became encoded in law" [X Link](https://x.com/CalebChamberla6/status/1949993767521677611) 2025-07-29T00:41Z [----] followers, [----] engagements "@BuildingDeeply It was planned obsolescence that capped it off for me. But I had previously learned about how GAAP accounting creates perverse and incorrect incentives for manufacturing companies in particular and we owe much of that structure to Sloan's "innovations."" [X Link](https://x.com/CalebChamberla6/status/1950010169967927361) 2025-07-29T01:47Z [----] followers, [--] engagements "There's something deeply meaningful about taking a collection of component parts and building a machine" [X Link](https://x.com/CalebChamberla6/status/1950037955097014362) 2025-07-29T03:37Z [----] followers, [----] engagements "1. Cool idea. [--]. Company has very very obviously never built a robot arm. These tall spindly things have way too many degrees of freedom way too much cantilever moment not nearly enough rigidity. They'll bounce like crazy and be completely uncontrollable. Introducing Lume the robotic lamp. The first robot designed to fit naturally into your home and help with chores starting with laundry folding. If youre looking for help and want to avoid the privacy and safety concerns of humanoids in your home pre-order now. https://t.co/2JmU0qXUIV Introducing Lume the robotic lamp. The first robot" [X Link](https://x.com/anyuser/status/1950241084766089710) 2025-07-29T17:04Z [----] followers, 27.7K engagements "@Elliott_EcomMfg They said it's wheeled" [X Link](https://x.com/CalebChamberla6/status/1950262683028377957) 2025-07-29T18:30Z [----] followers, [---] engagements "Have you ever had a bad experience getting parts made in the US Tell your story in the thread. I'm collecting stories for my next monthly column in The Fabricator" [X Link](https://x.com/CalebChamberla6/status/1950557203641069979) 2025-07-30T14:00Z [----] followers, [----] engagements "@WorkerBeeUSA Well a personal financial advisor will give you advice based on your age current portfolio investment interests risk tolerance short and long-term goals liquidity income family size debt profile and so on. A model will give different results given different inputs" [X Link](https://x.com/CalebChamberla6/status/1950746350490091650) 2025-07-31T02:32Z [----] followers, [--] engagements "@andrewkornuta OK it's a lot more hefty than that" [X Link](https://x.com/CalebChamberla6/status/1950901802116989215) 2025-07-31T12:50Z [----] followers, [--] engagements ""Shipped" means it's sitting on the dock waiting for one of our three daily pickups" [X Link](https://x.com/CalebChamberla6/status/1950907421682974866) 2025-07-31T13:12Z [----] followers, [---] engagements "@zanehengsperger One of our local service centers failed to deliver yesterday. When we followed up we found out that it's because they didn't print the work order and walk it out to the floor" [X Link](https://x.com/anyuser/status/1951092798230503756) 2025-08-01T01:29Z [----] followers, [----] engagements "@ipatrol6010 Start from scratch with a tech-first model integrate vertically and put the incumbents out of business" [X Link](https://x.com/CalebChamberla6/status/1951298616800243731) 2025-08-01T15:06Z [----] followers, [--] engagements "Actually hilarious. If only a luxury watch company figured out how to solve self winding in a small form factor remaining waterproof with chronometer accuracy. The $345000 Hublot LaFerrari watch can run for [--] days on a full wind. To make winding quick and effortless Hublot designed a unique self-winding pistol that comes with the watch. https://t.co/akjmborG10 The $345000 Hublot LaFerrari watch can run for [--] days on a full wind. To make winding quick and effortless Hublot designed a unique self-winding pistol that comes with the watch. https://t.co/akjmborG10" [X Link](https://x.com/CalebChamberla6/status/1951301831583289565) 2025-08-01T15:19Z [----] followers, [----] engagements "1) Yes dealing with third-party service providers is extremely challenging and inefficient. There are lots of reason but the primary one is that very few companies are structured to manage high mix low volume at scale. Most paint shops are local mom & pop operations. I don't mean to cast shade but no local source close to us could handle our volume and quality requirements. Add logistics to exchange tens of thousands of parts every single week and it's a non-starter. 2) Sourcing to downstream providers is also margin-inefficient. It makes an already-expensive operation prohibitive for most" [X Link](https://x.com/CalebChamberla6/status/1951324338269123024) 2025-08-01T16:49Z [----] followers, [---] engagements "On tariffs: In an alternate universe there was no income tax. Instead imports were taxed. Yes that cost was passed on to consumers but. No income tax. Meanwhile the US didn't gut its own mfg base by letting foreign govts subsidize and dump. Could this be our future" [X Link](https://x.com/CalebChamberla6/status/1951391590267888013) 2025-08-01T21:16Z [----] followers, [----] engagements "@Mattdoll You might be right. I'm just spit-balling here but I think a modest universal tariff would create a bias and incentive but it wouldn't halt imports. Probably far from it" [X Link](https://x.com/CalebChamberla6/status/1951393190520693077) 2025-08-01T21:22Z [----] followers, [---] engagements "@MaxWithNanos ". The frugality of government." What a concept" [X Link](https://x.com/CalebChamberla6/status/1951395139076890664) 2025-08-01T21:30Z [----] followers, [--] engagements "Related: custom springs" [X Link](https://x.com/CalebChamberla6/status/1951790645372457058) 2025-08-02T23:42Z [----] followers, [---] engagements "@FundMyHobbies That's a secret" [X Link](https://x.com/CalebChamberla6/status/1951828033549242368) 2025-08-03T02:10Z [----] followers, [---] engagements "Custom fireplace surround made out of mill scale steel cut and bent by OSH Cut. Yes those bends are longer than [--] inches. :-P" [X Link](https://x.com/CalebChamberla6/status/1952153876930674700) 2025-08-03T23:45Z [----] followers, [----] engagements "Enterprises need to modernize their credit card purchasing policies and controls and enjoy [--] extra days of absolutely free purchasing float" [X Link](https://x.com/CalebChamberla6/status/1952515974370128062) 2025-08-04T23:44Z [----] followers, [----] engagements "Everyone highlights this kind of thing like it's some kind of virtue/strength. It's not. NEWSFLASH. The US industrial base is decades behind the tech curve and it shows if you ever need to source parts. Modernize or die. aerospace supplier makes parts that go into space scheduling system is magnets on whiteboard for everything else "excel works fine" every OEM depends on this aerospace supplier makes parts that go into space scheduling system is magnets on whiteboard for everything else "excel works fine" every OEM depends on this" [X Link](https://x.com/CalebChamberla6/status/1952796770049900610) 2025-08-05T18:20Z [----] followers, [----] engagements "We built what we call the production pipeline. We keep track of the production status of every part in our database. Every workstation has one or more work consoles which show what needs to be done and when. It shows where parts are coming from and where they are going next. We don't use travelers because managing [----] of them a week is too much. Instead we barcode parts and use our digital systems for routing and work instructions" [X Link](https://x.com/CalebChamberla6/status/1952816921914819063) 2025-08-05T19:40Z [----] followers, [---] engagements "Why is this so bad Let's put these companies out of business. Dumb quoting story: like [--] years ago I was looking for some non-spill quick couplers for some aerospace sealant robot prototype. I do my research hunt down [--] manufacturers and reach out. I email one sales rep the PN and asked for a quote on QTY [--] of each male and female half. Dumb quoting story: like [--] years ago I was looking for some non-spill quick couplers for some aerospace sealant robot prototype. I do my research hunt down [--] manufacturers and reach out. I email one sales rep the PN and asked for a quote on QTY [--] of each male" [X Link](https://x.com/CalebChamberla6/status/1953142751119458779) 2025-08-06T17:14Z [----] followers, [----] engagements "@holliemaea Yikes that's crazy. That matches our experience as well. We are focused on tube bending at the moment but machining is absolutely on the horizon" [X Link](https://x.com/CalebChamberla6/status/1953503658278027696) 2025-08-07T17:09Z [----] followers, [--] engagements "@mov_axbx Acquired podcast" [X Link](https://x.com/CalebChamberla6/status/1953622616474104015) 2025-08-08T01:01Z [----] followers, [---] engagements "@DanAdvantage I think maybe the beam was notched and sitting on the wall somehow but there's literally no flashing to keep water out where it enters the roof. Just an old bead of silicon. Definitely not right" [X Link](https://x.com/CalebChamberla6/status/1953637192020168967) 2025-08-08T01:59Z [----] followers, [--] engagements "@_Stocko_ So you are sending commands to the servo and want to get an idea of transient positions and velocities" [X Link](https://x.com/CalebChamberla6/status/1954192259974598724) 2025-08-09T14:45Z [----] followers, [--] engagements "This sucker was insanely fun as a little kid. Tooling around on a dirt track on my parents' [--] acre yard no shocks vibrating like crazy. More than a few crashes" [X Link](https://x.com/anyuser/status/1954661207832715686) 2025-08-10T21:48Z [----] followers, [----] engagements "The money-printing happening right now is unprecedented in the history of the country. This will be bad" [X Link](https://x.com/CalebChamberla6/status/1954915608241578036) 2025-08-11T14:39Z [----] followers, [---] engagements "Going to iterate on this design a bit make it a bit more rigid and responsive" [X Link](https://x.com/anyuser/status/1955010457674322226) 2025-08-11T20:56Z [----] followers, 41.6K engagements "New update dropping today Upgrades to OSH Cut's 3D part view: [--]. You can toggle between orthographic and perspective projections [--]. We added a control to make it super easy to rotate to different views CAD-style [--]. You can now pan for better viewing capability" [X Link](https://x.com/CalebChamberla6/status/1955265011967795519) 2025-08-12T13:48Z [----] followers, [----] engagements "OK @adcock_brett renovating a house. How do I plan for robots Have a dedicated kitchen/laundry area where the robot lives" [X Link](https://x.com/CalebChamberla6/status/1955315587741008013) 2025-08-12T17:08Z [----] followers, 10.1K engagements "We've worked very closely with one of the [---] on this chart. Can confirm they are dinosaurs. This particular company is a hodgepodge collection of acquisitions that operate independently buying from and even competing with each other. Zero benefits from total scale just kind of lumbering along mediocre as a rule. People look at this chart and see it as a bad thing we see it as opportunity. Massive industries with little or no growth in decades many of them with physical world footprints at the mercy of the consulting industrial complex. Time to let American Dynamism rip." [X Link](https://x.com/CalebChamberla6/status/1955431416159932536) 2025-08-13T00:49Z [----] followers, [----] engagements "@zanehengsperger Matches our experience. I think their rationale is probably "we already sell everything we produce and we don't want to fiddle with lots of small customers."" [X Link](https://x.com/CalebChamberla6/status/1955453330966364574) 2025-08-13T02:16Z [----] followers, [----] engagements "This company's strategy is to buy when it's immediately "accretive in value" eg. an immediate increase in earnings per share. They don't do growth investing just value investing and only deeper down their own value chain. If the size of the commodity market isn't growing fast that's their only path for continued growth" [X Link](https://x.com/CalebChamberla6/status/1955455642824740921) 2025-08-13T02:25Z [----] followers, [--] engagements "@mattdykema If true this is a commentary on the sad state of the US industrial supply chain. It shouldn't be celebrated" [X Link](https://x.com/CalebChamberla6/status/1955679609460301885) 2025-08-13T17:15Z [----] followers, [----] engagements "@ken_macdermid Canada shipping coming soon. Working on the compliance layer right now" [X Link](https://x.com/CalebChamberla6/status/1955695914187940086) 2025-08-13T18:20Z [----] followers, [---] engagements "5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this. This bastard bolt came out of a machine that processes metal scrap. They can quote a 5-6 week lead time because they're the only game in town. It has a non-standard [--] 1/4"-8 thread and maybe a [--] degree flathead. Challenge accepted. https://t.co/chEroqjFpZ This bastard bolt came out of a machine that processes metal scrap. They can quote a 5-6 week lead time because they're the only game in town. It has a non-standard [--] 1/4"-8 thread and maybe a [--] degree flathead." [X Link](https://x.com/anyuser/status/1955999304365301895) 2025-08-14T14:25Z [----] followers, 26.5K engagements "@JasonPremoMFG I know this is normal in the US. It's also completely inexcusable and reflects a lack of vision capability and scalability. The US supply chain operates at the speed of paper mail" [X Link](https://x.com/CalebChamberla6/status/1956006949889228882) 2025-08-14T14:56Z [----] followers, [----] engagements "@amer_icon @JasonPremoMFG Yes it's even worse that this is the OEM this is a custom part that only they make the machine is down and they don't keep it in stock. A [--] to [--] week lead really means "We'll get to this eventually but we don't really care."" [X Link](https://x.com/CalebChamberla6/status/1956012385313153291) 2025-08-14T15:17Z [----] followers, [--] engagements "I'm blown away by the number of people apparently offended by this post. You are the problem. 👍 5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this. 5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this" [X Link](https://x.com/anyuser/status/1956084119064207770) 2025-08-14T20:02Z [----] followers, 21.1K engagements "@_mattfreed Someone smart told me you can increase GDP by printing money or by increasing transaction velocity. If that's true we are doing our part to raise GDP without contributing to inflation. :-D" [X Link](https://x.com/CalebChamberla6/status/1956150239896986007) 2025-08-15T00:25Z [----] followers, [---] engagements "Interesting. We don't have problems like this. Off the top of my head it's probably because: 1) We pay very well often double the median wage 2) We don't have to compete with massive manufacturers for talent (there aren't many in Utah) 3) We have an amazing work environment American manufacturing is at a crossroads 60% of workers retire in the next decade. To survive & thrive we MUST attract young talent NOW. https://t.co/o9wXrz0n3A American manufacturing is at a crossroads 60% of workers retire in the next decade. To survive & thrive we MUST attract young talent NOW. https://t.co/o9wXrz0n3A" [X Link](https://x.com/anyuser/status/1956364142207811770) 2025-08-15T14:35Z [----] followers, [----] engagements "Gas or electric I'm going to build a new better version of my childhood go-kart using a combination of OSH Cut parts and off the shelf parts. https://t.co/NGvjWNRFP9 I'm going to build a new better version of my childhood go-kart using a combination of OSH Cut parts and off the shelf parts. https://t.co/NGvjWNRFP9" [X Link](https://x.com/CalebChamberla6/status/1956872338412323048) 2025-08-17T00:14Z [----] followers, [----] engagements "Ohhh just discovered the VF-1 design from KJ Racing (link in the thread). Might just build one of these for starters. Tube laser and CNC bender will make it a lot easier" [X Link](https://x.com/CalebChamberla6/status/1957093605031764211) 2025-08-17T14:54Z [----] followers, [----] engagements "@emm0sh @_mattfreed Quadrotors aren't. Hex or octorotors can be" [X Link](https://x.com/CalebChamberla6/status/1957217836398674189) 2025-08-17T23:07Z [----] followers, [---] engagements "@tsungxu @_mattfreed Sure did That was twenty years ago back when they still called them quadrotors and "drone" hadn't entered the public lexicon yet" [X Link](https://x.com/CalebChamberla6/status/1957260854254285293) 2025-08-18T01:58Z [----] followers, [---] engagements "At the job site getting ready to install a big I beam. Something on the print wasn't adding up so I called the engineer. Five minutes later he called back in a panic. He called out the wrong beam in the stamped prints. We have to haul this sucker out and bring in a new one. Good thing we hired a professional engineer and got stamped drawings right Ummm right" [X Link](https://x.com/anyuser/status/1957596765978521617) 2025-08-19T00:13Z [----] followers, 16.2K engagements "Some manufacturers joyfully "fire customers" and then talk about it as if it's an accomplishment. I just listened to a podcast by a shop owner who considers it a central feature of their success. Here's a different idea. Instead make customer delight a central feature of your success and solve the *truly* hard problems that make the buying experience so poor for [--] percent of the US manufacturing marketplace" [X Link](https://x.com/CalebChamberla6/status/1958326512614289553) 2025-08-21T00:33Z [----] followers, [----] engagements "@connor_kapoor @FromWhereICHG @BLKMDL3 Oh man that looks so fun We are [---] percent building a crosskart. Maybe electric. I'll be posting lots of build videos" [X Link](https://x.com/CalebChamberla6/status/1958346630157218274) 2025-08-21T01:53Z [----] followers, [--] engagements "@zanehengsperger Why didn't Amazon sell software to retailers" [X Link](https://x.com/CalebChamberla6/status/1958578014675247589) 2025-08-21T17:12Z [----] followers, [----] engagements "@zanehengsperger Funny answer is they did for a while. They offered Amazon's software as an e commerce solution for other big retailers" [X Link](https://x.com/CalebChamberla6/status/1958588098461540362) 2025-08-21T17:52Z [----] followers, [---] engagements "Rapid fulfilment is very very hard without scale. We didn't start there. We grew into it over [--] years. You have to walk a razor's edge between capacity capex and demand. When demand outstrips capacity you have to either elongate lead-times expand FAST or ramp up prices A LOT to reduce demand. Any of those options have big implications for your brand and service long-term. And don't get me started on the impact of having equipment break down which happens all the time. I'd be wary about promising ultra-fast lead-times right out the gate." [X Link](https://x.com/CalebChamberla6/status/1958616488749015455) 2025-08-21T19:45Z [----] followers, [--] engagements "Imagine being AMD right now watching the federal government invest in your competitor" [X Link](https://x.com/CalebChamberla6/status/1959278828486091080) 2025-08-23T15:37Z [----] followers, [----] engagements "What have we done to ourselves Chat US hardware companies have been having the same conversations that happen every day on X for at least [--] years https://t.co/qFtdsp41tZ Chat US hardware companies have been having the same conversations that happen every day on X for at least [--] years https://t.co/qFtdsp41tZ" [X Link](https://x.com/CalebChamberla6/status/1959900113016615304) 2025-08-25T08:46Z [----] followers, [----] engagements "@andrewkornuta @zanehengsperger Just an aged calcified industry with no incentive to modernize. Shielded from overseas competition by industries captured by regulation or logistics. Massive "moat" in the form of capex and knowledge in an industry that looks unattractive in a tech-first capital climate" [X Link](https://x.com/CalebChamberla6/status/1960162043618820113) 2025-08-26T02:07Z [----] followers, [--] engagements "Sometimes you need to "reboot" from first principles. Cut out the bloat and evolved complexity and focus on one core thing: like making wheelchairs quickly and cost-effectively. Massive props for important and impactful work. Making a difference in people's lives. Apparently the USA isn't the only country with wheelchairs that are way too expensive. This guy paid $10000 in England while my factory can do it here in the USA for less than 1k. Should we start shipping international https://t.co/FgcnPcPFQ4 Apparently the USA isn't the only country with wheelchairs that are way too expensive. This" [X Link](https://x.com/CalebChamberla6/status/1960512140797993159) 2025-08-27T01:18Z [----] followers, [----] engagements "Unexpected second-order effect of growth: needing three microwaves in the kitchen to handle the lunchtime rush" [X Link](https://x.com/anyuser/status/1960767828119736564) 2025-08-27T18:14Z [----] followers, 10.9K engagements "@CalebSchriever Should have more info soon" [X Link](https://x.com/CalebChamberla6/status/1961215501926826102) 2025-08-28T23:53Z [----] followers, [--] engagements "For those wondering US debt is up $550 billion in the past month https://t.co/AnOtn3jVuy For those wondering US debt is up $550 billion in the past month https://t.co/AnOtn3jVuy" [X Link](https://x.com/CalebChamberla6/status/1961422232561095020) 2025-08-29T13:34Z [----] followers, [----] engagements "This was a monster of a job. The big steel beam replaced a load bearing wall. Temporary walls held up the house during the surgery. Steel plates and columns provided by OSH Cut" [X Link](https://x.com/CalebChamberla6/status/1961790035239526701) 2025-08-30T13:56Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CalebChamberla6 Caleb ChamberlainCaleb Chamberlain posts on X about metal, business, in the, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance technology brands stocks countries celebrities automotive brands gaming cryptocurrencies travel destinations social networks
Social topic influence metal, business, in the, if you, design #2155, motion, debt, company, cash flow, how much
Top accounts mentioned or mentioned by @baldtires @andrewkornuta @zanehengsperger @fabworksguy @emm0sh @67designs @andrewmccalip @mpatrickwalton @movaxbx @kennethcassel @holliemaea @connorkapoor @burner671134391 @c0nst @barbinbrad @zacksjerryrig @sutterlindan @intuit @elonmusk @beastienews
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Intuit Inc. (INTU)
Top posts by engagements in the last [--] hours
"Just used @Replit to build a custom kanban web app. In two hours. With zero code. React/ts front end NodeJS backend postgres DB RESTful API supporting basic CRUD operations. Insane App does everything I wanted"
X Link 2024-12-26T02:15Z [--] followers, [--] engagements
"@rmrfxyz @zanehengsperger Now is the peak (or a couple years removed from the peak) of baby boomers retiring. They own a bunch of shops"
X Link 2024-12-31T00:54Z [--] followers, [--] engagements
"@c0nst @andrewkornuta @elonmusk Curious Const how did you get the industry size. I do believe it's that big but I can't find a study that doesn't rely on deeply flawed NAICS codes. How do you separate job shop work from others"
X Link 2025-01-12T14:55Z [--] followers, [--] engagements
"If you've used different CAD tools which do you prefer SolidWorks Fusion360 OnShape Others And why"
X Link 2025-01-14T15:22Z [---] followers, [----] engagements
"Huge day today: launched new more aggressive discounts for big jobs; significantly cheaper rapid lead options (rolling this out slowly); a send as Quote feature for purchasing depts; and various quality of life improvements. More to come soon"
X Link 2025-01-15T00:54Z [---] followers, [---] engagements
"@shlykur @RSDesignSpark Fun fact - Trumpf's TruTops BOOST uses white-labelled spaceclaim under the hood for sheet metal part editing"
X Link 2025-01-15T03:37Z [---] followers, [--] engagements
"Let's goooooooo Congrats @SpaceX on another booster catch. Smooth as ever. What an incredible audacious vision"
X Link 2025-01-16T22:54Z [---] followers, [---] engagements
"I want to build a US manufacturing industrial center. "Every manufacturing service inside a square mile." But not ordinary manufacturing services. They must be tech-enabled and optimized for rapid-response high-mix low volume at scale. They must also interoperate efficiently"
X Link 2025-02-07T15:46Z [----] followers, 23.4K engagements
"@fabworks_guy I like laser magic better"
X Link 2025-02-27T18:49Z [---] followers, [---] engagements
"@orthonormalist Ish. We keep our books elsewhere but business workflows are all handled in-house: quotes sales orders purchase orders inventory scheduling production shipping invoicing payments"
X Link 2025-03-03T21:48Z [---] followers, [--] engagements
"Our raw metals costs are going up. Steel stainless aluminum copper brass all up [--] percent or more already"
X Link 2025-03-15T12:59Z [---] followers, [----] engagements
"Normal VC portfolio strategies are inimical to manufacturing but it doesn't have to be that way. VC is all about making big bets with huge potential upside and winning maybe 5% of the time with returns that justify the loss of the other 95%. It's complex gambling. Manufacturing is about creating tangible value and generating cash each step of the way. It's a good kind of business but it's rarely a change the world bet (and when it is perhaps it shouldn't be). VCs unironically don't want a portfolio of companies that are profitable and exhibit responsible growth and consistent long-term"
X Link 2025-03-16T14:21Z [---] followers, [----] engagements
"Lots of videos of humanoids dancing walking doing martial arts. Zero videos of deployed humanoids doing useful work in a way that actually makes sense"
X Link 2025-03-20T15:14Z [---] followers, [---] engagements
"@barbinbrad Fantastic Down with data-entry"
X Link 2025-03-21T13:43Z [---] followers, [--] engagements
"@andrewmccalip @emm0sh I want all the hardened reliability of an industrial PLC but I want to SSH in write apps in Linux in whatever language (Python NodeJS C C++) with baked-in SDKs for easy interaction with the hardware. I'd like to retain all the core plug and play module discovery etc"
X Link 2025-03-24T14:41Z [---] followers, [---] engagements
"@averagearcadian If sheet metal works use it. Full stop. If you are worried about flex or longevity use thicker sheet metal stock. Simple"
X Link 2025-03-28T15:39Z [----] followers, 27.3K engagements
"Blown away by the structures you can build in precision cut and bent metal plate and tube. This design uses 1/4" steel plate and 6" square steel tube with 1/4" wall. It avoids shear loads on bolts by ensuring that there are always bolts oriented to handle forces axially"
X Link 2025-03-29T16:35Z [----] followers, 56K engagements
"@ArkElectron Nice. I don't know what it is but I love power supplies"
X Link 2025-04-08T01:06Z [----] followers, [---] engagements
"@_baldtires I love this look. How are you going to make the panels I need similar organic shapes for my VR sim"
X Link 2025-04-14T17:13Z [----] followers, [---] engagements
"@fabworks_guy @emm0sh Yep we'd have turned him away too. We make our systems self-serve. We wouldn't be able to take a model with no concept of DFM instant quote it and turn it around in a day or two. We expect our customers to learn how things are made"
X Link 2025-04-15T04:06Z [----] followers, [---] engagements
"Now you can get a mirror-like top surface finish on your stainless steel parts"
X Link 2025-04-17T21:41Z [----] followers, [----] engagements
"#8 stainless steel is beautiful. Cut bent pristine"
X Link 2025-04-18T21:13Z [----] followers, [----] engagements
"In manufacturing the only "moat" is process power. And you only earn process power after years - decades - of continuous process improvement"
X Link 2025-04-22T15:18Z [----] followers, [----] engagements
"@evandthayer You probably won't go wrong with any Trumpf Amada Mitsubishi Bystronic Mazak BLM etc. I've heard good things about Eagle"
X Link 2025-04-24T18:42Z [----] followers, [---] engagements
"Any manufacturing service gated behind opaque slow sales processes is ripe for disruption. It's the rapid online on-demand era. Let's get with it"
X Link 2025-04-25T13:59Z [----] followers, [----] engagements
"Haha yep. Same story here. 95% of our software work is on backend systems. Quoting is the "easy" part. Also of note the ultimate trajectory of on-demand is normalcy. Commoditization. The space will get really cluttered really soon. So all the extra margin this model enables will get whittled away"
X Link 2025-04-25T15:53Z [----] followers, [---] engagements
"I feel for business owners crippled by tariffs but there's a rarely discussed alternative - integrate vertically and learn how to make your product yourself. US mfg isn't optimized to make cheap consumer products but it's possible. Just do it. People were correct on the poll The price we got to make our product in the US was $124.95 Which doesn't include shipping to our 3PL fulfilling to the customer Amazon fees etc. Even with the 145% tariff my landed cost (making & getting my product to my warehouse in https://t.co/LJAEjW2FqE People were correct on the poll The price we got to make our"
X Link 2025-04-30T12:46Z [----] followers, [----] engagements
"Can confirm. Early in my career I literally asked my accountant what the point of a balance sheet was. :- A couple decades later with a firm grasp of all three foundational statements I live in the balance sheet and statement of cash flows. Founders prefer income statements and people who understand finance prefer balance sheets and thats because founders are wrong. Easier to overlook in VC; when bootstrapping you quickly learn the hard way that profit is an opinion and most certainly isnt the same as cash flow. https://t.co/g6v54H5UcG Founders prefer income statements and people who"
X Link 2025-05-05T12:16Z [----] followers, [----] engagements
"McMaster-Carr is amazing. Response in [--] minute"
X Link 2025-05-08T14:26Z [----] followers, 30.2K engagements
"@mikedengsdm I'll let Ford Motor Company know :-P"
X Link 2025-05-09T23:21Z [----] followers, [--] engagements
"Yep. The courts confirmed what we all already knew - Google search is worse on purpose. Look how far down the page you have to scroll to get to organic results these days. Google has put toll booths on every road. wait WTF https://t.co/ZDHrj3bnwh wait WTF https://t.co/ZDHrj3bnwh"
X Link 2025-05-11T15:18Z [----] followers, [----] engagements
"Roll axis test. The partial pulley system works really well It's also super quiet"
X Link 2025-05-13T23:48Z [----] followers, 18.9K engagements
"@fabworks_guy If you see yaw and don't feel it it'll give you really bad nausea. Yaw doesn't have to perfectly match though. You could spin [---] degrees in real life and see [---] and not know the difference"
X Link 2025-05-14T03:28Z [----] followers, [---] engagements
"People don't seem to understand that robots are heavy equipment with dangerously powerful motors. Those aren't coexisting with toddlers and elderly people sorry. Meanwhile humanoids are expensive sub-optimal and clunky for nearly all industrial environments. The humanoid crazy is a giant expensive boondoggle"
X Link 2025-05-16T15:57Z [----] followers, [----] engagements
"Weirdly excited about this"
X Link 2025-05-18T23:52Z [----] followers, [----] engagements
"@orthonormalist Buy value-producing manufacturing equipment on fixed interest loans and hang on for dear life. The dollar will be worth nothing in a couple decades"
X Link 2025-05-21T00:41Z [----] followers, [---] engagements
"@ConradBastable What car brand I need to know what to never buy. In a world of cell phones Sirius XM is pure cancer"
X Link 2025-05-26T18:01Z [----] followers, [---] engagements
"@_baldtires They unironically prefer to spend 100x as much to launch a single rocket once (SLS)"
X Link 2025-05-28T14:47Z [----] followers, [---] engagements
"@mov_axbx Waiting on tooling and developing software as we speak"
X Link 2025-05-28T23:43Z [----] followers, [---] engagements
"I hate Windows. Notifications are off yet Microsoft still pushes ads into the OS I paid for"
X Link 2025-05-30T13:02Z [----] followers, 16.8K engagements
"Are humanoid robotics companies banking on AGI showing up and making their hardware useful Possibly not a bad bet"
X Link 2025-05-30T13:20Z [----] followers, [---] engagements
"@ginandconflict I wonder how well CAD software would run in a VM"
X Link 2025-05-30T14:23Z [----] followers, [---] engagements
"Examples: [--]. We submitted a $100k PO for tooling from a vendor. A week later no response. [--]. We ordered a million dollar laser. It was delivered two months late and then took another two months to install (install usually takes two weeks tops). It was a circus of errors and confusion from the vendor. [--]. We bought a new bead-blasting cabinet that was dead on arrival. The manufacturer required us to submit a PO for replacement parts so they could invoice us so we could send a warranty RMA so they could credit our account and close out the invoice. What an absurd process. This is all within the"
X Link 2025-06-02T15:42Z [----] followers, 62.3K engagements
"@CameronSralla @barbinbrad @thdxr Borrowing from Jeff Bezos "focus on what makes your beer taste better." Reinventing ERP is complex expensive requires deep subject matter expertise and it'll ordinarily not notably change customer experience. If those problems don't apply for your business go for it"
X Link 2025-06-07T14:48Z [----] followers, [--] engagements
"Trusty Bridgeport"
X Link 2025-06-13T19:51Z [----] followers, [----] engagements
"@cadbitch You'd want pitch roll and yaw to be centered at the base of the neck most ideally. The center of mass ends up slightly forward and down a foot or two (not counting the main pillar and roll yoke which move it backwards a lot)"
X Link 2025-06-14T00:48Z [----] followers, [--] engagements
"@mpatrickwalton @PaulJMcCain I love the idea of a PCBA service that exposes a library of stocked parts. Use these parts get your design in a couple days. It's been a very long time since I ordered a PCB. Maybe that service exists"
X Link 2025-06-17T03:11Z [----] followers, [---] engagements
"Digital manufacturing is becoming less niche and more mainstream every day. Its crazy how great the digital manufacturing companies are. Fast lead times ever expanding services great customer service tons of documentation around capabilities and founders that are actively engaging on twitter. They make shipping hardware less hard Its crazy how great the digital manufacturing companies are. Fast lead times ever expanding services great customer service tons of documentation around capabilities and founders that are actively engaging on twitter. They make shipping hardware less hard"
X Link 2025-06-17T17:44Z [----] followers, [----] engagements
"@ReevesCanon Right now we quote [-----] parts per week and we manufacture [----] SKUs in varying quantities each week. Most are relatively low volume non-recurring parts"
X Link 2025-06-17T18:49Z [----] followers, [--] engagements
"@emm0sh I think you are spot-on. The future of manufacturing isn't decentralized it's aggregated and scaled. It's going to get really really good for people who want things made quickly and easily"
X Link 2025-06-17T19:11Z [----] followers, [--] engagements
"Making progress on the final stages of the VR motion rig. I scrapped the old boxy cockpit and replaced it with this simple box to hold the pilot's legs in place. More pictures in the comments"
X Link 2025-06-18T03:43Z [----] followers, [----] engagements
"@zanehengsperger @joinindustrion Opportunity of a lifetime. You forgot to add - most fabricators are about three decades behind the tech curve"
X Link 2025-06-18T18:28Z [----] followers, [---] engagements
"Anyone want a ride :-P"
X Link 2025-06-19T01:10Z [----] followers, [----] engagements
"Longer video with yaw moving more"
X Link 2025-06-19T01:27Z [----] followers, 14.3K engagements
"@BeastieNews @ID_AA_Carmack We made a version of this [--] or [--] years ago. With a tightly coupled game that matches the simulator state there's basically no nausea. But our custom game literally matched the simulator rather than the other way around. Open question how well it'll work with other games"
X Link 2025-06-19T02:36Z [----] followers, [--] engagements
"Yeah I developed mixing algorithms to tie acceleration into pitch and roll angles. Seeing acceleration and not feeling it is bad news but I think simulating it with rotation works pretty well. Open question is matching game dynamics to machine dynamics with minimal latency. Might be hard for say a rally car racing sim"
X Link 2025-06-19T03:01Z [----] followers, [--] engagements
"@mov_axbx @BeastieNews @ID_AA_Carmack But probably easy for something like Microsoft Flight Simulator"
X Link 2025-06-19T03:01Z [----] followers, [--] engagements
"@mov_axbx @BeastieNews @ID_AA_Carmack Bookmarked. Might dig in later. I've been planning to make a SimTools plugin"
X Link 2025-06-19T03:08Z [----] followers, [--] engagements
"Woah. Look how the mill scale "popcorns" off of this 3/4" plate. Working on a larger punch to prevent cracking"
X Link 2025-06-19T20:29Z [----] followers, 29.3K engagements
"This'll do. Nice and cozy inside"
X Link 2025-06-19T22:07Z [----] followers, [----] engagements
"@supersean415 Yeah Probably do some racing sims maybe a mech-style game as well"
X Link 2025-06-19T22:26Z [----] followers, [--] engagements
"@c0nst When the big incumbents fail to perform against the new energetic innovative companies they'll turn to lawfare. Watch"
X Link 2025-06-20T21:23Z [----] followers, [---] engagements
"@zanehengsperger Yeah Create a document in Word and add to it continuously over the next five years. Then upload it to create a customer "GPT" with that document as context"
X Link 2025-06-23T15:57Z [----] followers, [----] engagements
"Steve Balmer gives away a billion a year to various charities. In the "gilded age" the ultra wealthy were way more ostentatious. There was such a massive public backlash to their over the top opulence that I think it baked in cultural aversion to it. Maybe art sponsorship is one element rightly or wrongly that disappeared with the ostentatious culture"
X Link 2025-06-24T12:55Z [----] followers, [--] engagements
"@teodor_io @Spacecolonize Other examples. Relative to his wealth @elonmusk basically lives in a hovel and doesn't own a car. Bill Gates' foundation virtually eliminated polio globally"
X Link 2025-06-24T12:58Z [----] followers, [--] engagements
"Gotta love swan neck punches"
X Link 2025-06-24T13:39Z [----] followers, [----] engagements
"We offer net terms. We understand how important it is for enterprises to work through normal B2B purchasing flows from quote through purchasing to receiving voucher approval and payables. But I'm blown away by how bad companies are at paying invoices on time. Most don't even schedule payment until invoices are late and then it can be a matter of weeks. To be clear we offer terms to support B2B buying not to serve as an interest-free lender. If you habitually pay late we'll discontinue terms for your company or price-in the cost of capital on your account"
X Link 2025-06-24T14:07Z [----] followers, 11.7K engagements
"@Glavin_ID That's good. For my part a billion dollar company forcing net [---] on small bootstrapped vendors isn't loyalty. But I guess if they are willing to pay more than a the interest on a credit line it's probably fine"
X Link 2025-06-24T14:49Z [----] followers, [---] engagements
"@actualjib Yep. What specifically do they think "AI" is going to do I'm a tech-savvy manufacturing company. I can write a GPT wrapper in a weekend. I have. I don't use AI in my business because it's the wrong tool for the job"
X Link 2025-06-24T18:52Z [----] followers, [--] engagements
"Pro-tip: when bent parts are visually similar make changes so they are easy to distinguish If you have to think about it the press brake operator is more likely to make mistakes. Below I've added text to these mirrored parts to distinguish right and left"
X Link 2025-06-24T19:01Z [----] followers, [----] engagements
"@nico_andretti_ This is exactly what credit cards do"
X Link 2025-06-25T09:10Z [----] followers, [--] engagements
"@fabworks_guy @_baldtires I take it back you were literally in diapers when I was started programming"
X Link 2025-06-26T04:26Z [----] followers, [--] engagements
"Every morning: - Two "do you want to sell your company" emails - Five "do you need financing" emails - Seven emails from Chinese manufacturers advertising services - One or two emails from headhunter agencies I derive a certain amount of pleasure from marking them as spam email is so broken 90% of my inbox is literal nonsense email is so broken 90% of my inbox is literal nonsense"
X Link 2025-06-26T14:06Z [----] followers, [----] engagements
"It works It'll move much more aggressively but this is about the limit of passenger comfort. Base is solid motion is smooth and quiet. All parts either available off the shelf or made by OSH Cut. Now we need to disassemble and powder coat it"
X Link 2025-06-26T22:42Z [----] followers, 1.1M engagements
"@robot_machines We won't be selling them but we are making the plans open source"
X Link 2025-06-26T23:38Z [----] followers, [----] engagements
"@kdcc100 That game was awesome"
X Link 2025-06-26T23:42Z [----] followers, [--] engagements
"@appalachain1 Will connect to a bunch of games. I'm thinking of starting with MS Flight Simulator"
X Link 2025-06-27T13:33Z [----] followers, [--] engagements
"@EthanDenau43187 Will make the plans available so people can build them"
X Link 2025-06-27T23:43Z [----] followers, [--] engagements
"It took a full year for my brother and I to build the first version. It was so hard to buy parts we decided to start a fab company. Seven years later our biggest competitor can't make 95% of the parts on this build. We built three major revisions of this in a couple months. It works It'll move much more aggressively but this is about the limit of passenger comfort. Base is solid motion is smooth and quiet. All parts either available off the shelf or made by OSH Cut. Now we need to disassemble and powder coat it. https://t.co/PlQo2Qdiwk It works It'll move much more aggressively but this is"
X Link 2025-06-28T14:02Z [----] followers, 51.2K engagements
"@MicroSBs @JonSe5a Heh. This "specific" motion is just a test sequence. The high angular range is to enable acceleration simulation through rotation"
X Link 2025-06-29T03:40Z [----] followers, [--] engagements
"@ZacksJerryRig You can't lower the national debt AND decrease taxes AND increase spending at the same time. :-"
X Link 2025-06-29T14:50Z [----] followers, 10.4K engagements
"Question for people with big enterprise experience: why are credit cards disallowed as a general rule I get the need for purchasing controls absolutely. But disallowing cards altogether is kind of a nuclear option compared to (for example) only using them on the payables team to pay for approved invoices with a three way match. A credit card is literally a free [--] day credit line. That's awesome. If a vendor accepts cards against terms invoices why in the world would you not prefer to use credit cards"
X Link 2025-07-03T14:05Z [----] followers, [----] engagements
"@Russell_MFG_USA But surely selective usage by the payables team and only for approved invoices would be a manageable and actually superior cash flow alternative"
X Link 2025-07-03T14:16Z [----] followers, [---] engagements
"It's been 7+ years but I dusted off Visual Studio and made a C# WinForms app. Some observations: 1) Coding with AI was huge. Lots of quality of life improvements in modern C# I didn't know about and ChatGPT recommended them. Super happy to avoid the whole Invoke required design pattern. 2) WinForms is old but it sure is nice for making a simple Windows native app with network COM and access to precompiled DLLs. 3) I've been doing full stack dev in TS React Node etc. for some time now. My memory of C# and WinForms was quite negative but coding in it again was actually quite nice. Way more"
X Link 2025-07-04T04:47Z [----] followers, [----] engagements
"I can't control the deficit but apparently I can stand closer to the money printer. I guess I'm a hypocrite. I'm opposed to massive deficits and unsustainable gov't debt. But I will absolutely take bonus depreciation and expense software R&D to get a refund on taxes from [----] forward. And I'll take advantage of anything else I can do to minimize tax liability so that we can reinvest for better service and faster growth. In truth I can't get all that close to the money printer but it has occurred to me that the people who CAN also control the levers of power in a big way. This Ponzi-like"
X Link 2025-07-04T15:08Z [----] followers, [----] engagements
"@ThaaatColin I chuckled a little. Are you surprised companies on SAP aren't early adopters"
X Link 2025-07-05T01:21Z [----] followers, [---] engagements
"@jimbelosic Haha we do this too"
X Link 2025-07-05T16:42Z [----] followers, [---] engagements
"Flying down the Grand Canyon Check out the motion simulator moving with the airplane. More notes in the thread"
X Link 2025-07-07T22:29Z [----] followers, 21.1K engagements
"@b1t3lf Shouldn't need to. Yaw supports continuous [---] rotation"
X Link 2025-07-09T01:10Z [----] followers, [---] engagements
""Flew" in the motion simulator for the first time just now. Unexpected problem: motion moves the joystick which moves the airplane which moves the simulator which moves the joystick. Causes high frequency oscillation. I'm actually pleased the sim responds fast enough. But have to fix the issue. Low pass filter might be easiest and fastest. A more stiff joystick would be better but I'm unsure we can get something off the shelf"
X Link 2025-07-09T01:16Z [----] followers, 10.7K engagements
"@mcjamez That's pretty awesome will have to check it out Force feedback would be cool too. Will have to punt for now since we are on a time crunch"
X Link 2025-07-09T02:25Z [----] followers, [--] engagements
"Imagine running cash flow so close to the edge that if a customer pays late you can't pay your vendors. I guess that's common. Blows my mind"
X Link 2025-07-09T14:08Z [----] followers, 17.5K engagements
"I know the raw steel look is neat but this'll look pretty great"
X Link 2025-07-09T16:38Z [----] followers, [----] engagements
"@Star__Lord_ @timbotdotnet @fishPointer Turns out they don't manufacture the PCBs. They shop it out to one or more partners. (I talked recently to a company who makes their PCBs). OSH Park is cool but they are just a software layer to collect orders with markup. Hence their slow speed and higher cost"
X Link 2025-07-09T18:08Z [----] followers, [--] engagements
"This thing is legit. @BigscreenVR Setting up the motion simulator to use this. I'll let you know how it goes. :-D"
X Link 2025-07-09T19:48Z [----] followers, [----] engagements
"@BigscreenVR Here it is compared to a Valve Index"
X Link 2025-07-09T19:57Z [----] followers, 15.9K engagements
"@Jack1000k I'd tell them to take a hike"
X Link 2025-07-09T20:23Z [----] followers, [---] engagements
"@_baldtires @ReevesCanon My fingers hurt already. And I can smell the flux"
X Link 2025-07-10T00:08Z [----] followers, [--] engagements
"If you fly this airplane too fast it goes unstable. The motion sim obliges. Very fun"
X Link 2025-07-10T04:32Z [----] followers, 23.4K engagements
"@Superstudgramps Yeah same kind of idea. This particular issue is actually not from pilot feedback. It's what Microsoft Flight Simulator predicts this particular airplane will do when it gets going too fast"
X Link 2025-07-10T13:25Z [----] followers, [--] engagements
"@LoreMachinist My hunch is we could tie angular rate to angle to mitigate motion sickness. But I'm unsure"
X Link 2025-07-11T04:27Z [----] followers, [--] engagements
"@andrewkornuta Are you fixing the valuation Or making the businesses worth more I'd hazard that nothing is wrong with the valuation but that businesses can be operationally improved"
X Link 2025-07-11T14:00Z [----] followers, [---] engagements
"EBITDA is bullshit. Any investment banker who thinks a manufacturing business should be valued on an EBITDA multiple should have his head examined. This is especially true in capex heavy manufacturing. A metric that ignores the real cost of equipment is insane especially when the state of the art changes so fast. John Malone a cable industry executive famously pushed EBITDA as an alternative valuation metric because cable's long-lived high-capex depreciation obscured the cash producing value of his business. He was probably right in his case since cable assets likely outlive depreciation. But"
X Link 2025-07-11T14:44Z [----] followers, [----] engagements
"@andrewkornuta Good call. I'd say that if the inputs aren't clear it's definitely not worth trying to value the business except for it's liquidation value. So creating clarity on inputs to allow a true valuation is a pretty great idea"
X Link 2025-07-11T14:56Z [----] followers, [---] engagements
"Oh my goodness. This will be insane"
X Link 2025-07-12T03:39Z [----] followers, 14.7K engagements
"Watch me go up and down this hill"
X Link 2025-07-12T04:03Z [----] followers, [----] engagements
"@AdmiralQuality Sounds about right haha. We are actually mounting a big curved OLED on it for that reason. The VR ecosystem isn't super great. I'm hoping VR will work better on racing sims"
X Link 2025-07-12T14:19Z [----] followers, [--] engagements
""No online add-to-cart and in high demand without a stick of marketing or online anything." Which is why the US manufacturing landscape is fragmented lacking economies of scale inconsistent slow and a massive crap-shoot. Some people might get lucky and have a good experience. But most customers - particularly high-mix low volume - are going to want to claw their eyes out. As the on-demand digitally-enabled model matures it'll handily absorb volume from the shops who take a week to quote"
X Link 2025-07-12T14:47Z [----] followers, [---] engagements
"Not to sound glib but the problem is everything. The full stack from acquisition to quote to part. I'm painting with a broad brush but the vast majority of manufacturers responded to high office overheads not be optimizing the office but by preferentially courting large customers. Big jobs prorate office inefficiency across large volumes. That works fine but it means many manufacturers think it's a win to attend trade shows and win single-digit customers every year. Without good front-end systems to handle bidding data entry and logistics shops literally can't serve lots of customers and will"
X Link 2025-07-12T15:52Z [----] followers, [---] engagements
"I have the perfect application for robotics and AI. I'm serious. Billion dollar opportunity. A mobile tool stand with tool silhouettes that follows you around. If you put a tool anywhere but the tool stand the robot screams "HEY ASSHOLE PUT YOUR TOOL BACK" Costs as much as [---] full tool sets but you never have to hunt for a tool again"
X Link 2025-07-12T21:54Z [----] followers, [----] engagements
"Looks really cool without the outer shell and floor. Shame about safety and all that. :-P"
X Link 2025-07-13T01:36Z [----] followers, [----] engagements
"People are right to be wary about manufacturing investment. New tech enables new business models but the inevitable trajectory of nearly ALL manufacturing business models is commoditization indefensible market share razor-thin margins and bad cash flow. There are exceptions. There's a lot of "alpha" in solving customer pain today by modernizing the full manufacturing software and process stack from quote to part. It might take two or three decades to hit the commodity stage. During that time there's an awful lot of value to create and capture. And there are also many ways to create moats and"
X Link 2025-07-13T15:47Z [----] followers, [----] engagements
"People have funny ideas about what makes a "moat". There are seven ways: - Scale economies - Network economies - Counter-positioning - Switching costs - Branding - Cornered resources - Process power There's a lot of nuance behind each one. Read Helmer's "7 Powers" for details"
X Link 2025-07-13T16:26Z [----] followers, [----] engagements
"Interesting. I hadn't thought about it that way. I agree and disagree: [--]. Yes if more of our GDP is manufacturing and manufacturing companies earn less then those companies should be priced lower. [--]. BUT this ignores GDP growth. Manufacturers on slim margins create more value than they capture but that doesn't mean nobody is capturing it"
X Link 2025-07-13T17:00Z [----] followers, [--] engagements
"@Ki_fun_thoughts Still. I've been fascinated with castles since I was a kid. Still love them. You can say "I grew up in one." :-D I always imaged they'd be full of secret passages"
X Link 2025-07-13T17:38Z [----] followers, [--] engagements
"You didn't use those words but you are describing an ecosystem that is equivalent to today's but with a new layer of marketing/coordination on top. Respectfully I don't think that'll work. Scale and vertical integration beget massive efficiency speed and capability advantages. To-date most manufacturers that have scaled meaningfully have done it on the back of big OEM or defense contracts leaving the long tail of all else neglected. The job shop market in particular is really bad. Like it or not shops are aging out and closing their doors. And like it or not the companies most likely to close"
X Link 2025-07-14T15:14Z [----] followers, [---] engagements
"Fully functional end to end test. Dirt Rally racing is tough lol"
X Link 2025-07-15T20:19Z [----] followers, 27.4K engagements
"Got Forza Horizon [--] set up on the motion rig and spent some time tuning settings. It's super fun I could drive it for hours. Forza is a lot more comfortable (and forgiving) compared to the Dirt Rally racing simulator. Here's Jacom driving offroad and being a road hazard. 😀"
X Link 2025-07-16T02:44Z [----] followers, 34.1K engagements
"@OverJumpRally Should be simple just need to bundle up all the state info you have (angular position and rate acceleration) and send it out via UDP on each frame render"
X Link 2025-07-17T00:41Z [----] followers, [--] engagements
"At OSH Cut we have a good feel for capex requirements to support growth. Even at 10% per year capital requirements start to get huge requiring that we lever up or bring in outside capital. It's an interesting balance. High leverage (and growing fixed opex for multiple facilities) enables growth but it creates massive risk. Running out of cash means death and when your debt service is through the roof and your fixed cost structure is high a recession can kill the business. This is especially true if you are running with lean margins to capture market share. Taking outside cash can eliminate"
X Link 2025-07-17T16:52Z [----] followers, [----] engagements
"Good question. I'd have to compare the relative costs. If it's debt vs lease I'd run IRR estimates for both across multiple revenue/efficiency scenarios and determine when one wins over the other. I'd also take into account our current leverage position (debt/equity DSCR) risk and the size of the opportunity. Hard to say what would be better"
X Link 2025-07-17T17:27Z [----] followers, [--] engagements
"Stop by. Get stickers. Fly an airplane. Take some swag"
X Link 2025-07-18T23:26Z [----] followers, [----] engagements
"@barbinbrad @noxmetals Get this. Pacific Steel Reliance and Affiliated don't even have part numbers. Not a joke"
X Link 2025-07-21T12:49Z [----] followers, [---] engagements
"@cynicpolitic I thought sale of your home was exempt if you've been living in it"
X Link 2025-07-22T23:26Z [----] followers, [---] engagements
"@emm0sh Cutting fluid yes. Tobacco no. Let's not resurrect a habit that kills a third of its users to lung cancer"
X Link 2025-07-23T17:35Z [----] followers, [---] engagements
"@andrewkornuta Parasites. More seriously they are keeping all our customers warm. $600 million up for grabs by selling directly with a good front-end"
X Link 2025-07-23T23:39Z [----] followers, [---] engagements
"Would buy. Give it a laundry basket of clean clothes come back to a folded pile. (Not a humanoid) We took our laundry folding robot to Joanna Stern's @JoannaStern home to fold her t-shirts - fully autonomous auto fault recovery unseen environment unseen t-shirts. Despite hardware problems it took avg of [--] mins [--] secs per t-shirt. Join our waitlist price $3K @7Xrobotics https://t.co/VS8Pnm5G3V We took our laundry folding robot to Joanna Stern's @JoannaStern home to fold her t-shirts - fully autonomous auto fault recovery unseen environment unseen t-shirts. Despite hardware problems it took"
X Link 2025-07-24T18:59Z [----] followers, [----] engagements
"Almost two decades ago I took Accounting [---]. It taught basic stuff - debits and credits the accounting equation and how to read financial statements. That single class has had an outsized impact on my businesses. I highly recommend that all entrepreneurs learn accounting"
X Link 2025-07-25T15:50Z [----] followers, 19.8K engagements
"Here's the real 1/2" plate. Hefty metal part"
X Link 2025-07-25T21:37Z [----] followers, [----] engagements
"@fabworks_guy You have really big hands"
X Link 2025-07-25T21:54Z [----] followers, [--] engagements
"@_baldtires @KennethCassel @no_inventions @fabworks_guy Ish. What if a mill bought SCS or OSH bolted on the software infrastructure and let it grow organically driven by significantly better prices"
X Link 2025-07-25T22:32Z [----] followers, [---] engagements
"I talked to a Meta engineer the other day that just released an API/toolkit for the Quest so that you can drop it on a robot and get state world and obstacle info from it out of the box. I'm unsure of the limits but are probably right about long term usage. When I was in school twenty years ago overconfidence was a big problem. Not sure if that's been solved or not"
X Link 2025-07-26T13:53Z [----] followers, [---] engagements
"@cynicpolitic From [----] to [----] Nancy Pelosi earned nearly double the annual return on the stock market compared to Berkshire Hathaway. :-D It's not insider trading if you write the laws"
X Link 2025-07-26T14:03Z [----] followers, [---] engagements
"When that baby 1/4" plate just isn't enough"
X Link 2025-07-26T14:32Z [----] followers, [----] engagements
"@squirrelthere This machine goes together like legos with fabricated metal and McMaster-Carr parts"
X Link 2025-07-27T14:13Z [----] followers, [---] engagements
"It's almost never a race over-leveraging will kill you and VCs will burn you to the ground deliberately on the off-chance you can be a homerun. Bootstrapping and conservative growth are usually best. a startup advice that has you like this https://t.co/1lqQCqdTVD a startup advice that has you like this https://t.co/1lqQCqdTVD"
X Link 2025-07-27T16:18Z [----] followers, [----] engagements
"Best for sustainable long-term value for founders. Some markets exhibit structural "power" where winners take all but most don't. Growth investing is just fancy gambling"
X Link 2025-07-27T17:04Z [----] followers, [---] engagements
"Naw. It's only a race if there is structural "power" in the market and that's usually not true (see Hamilton Helmer's [--] Powers). If there is then yes it's a race"
X Link 2025-07-27T18:39Z [----] followers, [--] engagements
"@AI_in_LEO What percentage of the time is a market owned long-term by the original innovator"
X Link 2025-07-27T18:45Z [----] followers, [--] engagements
"The more I learn about Alfred Sloan the more I think he was actually a manufacturing villain. It's a damn shame that he was celebrated as a hero and his accounting practices became encoded in law"
X Link 2025-07-29T00:41Z [----] followers, [----] engagements
"@BuildingDeeply It was planned obsolescence that capped it off for me. But I had previously learned about how GAAP accounting creates perverse and incorrect incentives for manufacturing companies in particular and we owe much of that structure to Sloan's "innovations.""
X Link 2025-07-29T01:47Z [----] followers, [--] engagements
"There's something deeply meaningful about taking a collection of component parts and building a machine"
X Link 2025-07-29T03:37Z [----] followers, [----] engagements
"1. Cool idea. [--]. Company has very very obviously never built a robot arm. These tall spindly things have way too many degrees of freedom way too much cantilever moment not nearly enough rigidity. They'll bounce like crazy and be completely uncontrollable. Introducing Lume the robotic lamp. The first robot designed to fit naturally into your home and help with chores starting with laundry folding. If youre looking for help and want to avoid the privacy and safety concerns of humanoids in your home pre-order now. https://t.co/2JmU0qXUIV Introducing Lume the robotic lamp. The first robot"
X Link 2025-07-29T17:04Z [----] followers, 27.7K engagements
"@Elliott_EcomMfg They said it's wheeled"
X Link 2025-07-29T18:30Z [----] followers, [---] engagements
"Have you ever had a bad experience getting parts made in the US Tell your story in the thread. I'm collecting stories for my next monthly column in The Fabricator"
X Link 2025-07-30T14:00Z [----] followers, [----] engagements
"@WorkerBeeUSA Well a personal financial advisor will give you advice based on your age current portfolio investment interests risk tolerance short and long-term goals liquidity income family size debt profile and so on. A model will give different results given different inputs"
X Link 2025-07-31T02:32Z [----] followers, [--] engagements
"@andrewkornuta OK it's a lot more hefty than that"
X Link 2025-07-31T12:50Z [----] followers, [--] engagements
""Shipped" means it's sitting on the dock waiting for one of our three daily pickups"
X Link 2025-07-31T13:12Z [----] followers, [---] engagements
"@zanehengsperger One of our local service centers failed to deliver yesterday. When we followed up we found out that it's because they didn't print the work order and walk it out to the floor"
X Link 2025-08-01T01:29Z [----] followers, [----] engagements
"@ipatrol6010 Start from scratch with a tech-first model integrate vertically and put the incumbents out of business"
X Link 2025-08-01T15:06Z [----] followers, [--] engagements
"Actually hilarious. If only a luxury watch company figured out how to solve self winding in a small form factor remaining waterproof with chronometer accuracy. The $345000 Hublot LaFerrari watch can run for [--] days on a full wind. To make winding quick and effortless Hublot designed a unique self-winding pistol that comes with the watch. https://t.co/akjmborG10 The $345000 Hublot LaFerrari watch can run for [--] days on a full wind. To make winding quick and effortless Hublot designed a unique self-winding pistol that comes with the watch. https://t.co/akjmborG10"
X Link 2025-08-01T15:19Z [----] followers, [----] engagements
"1) Yes dealing with third-party service providers is extremely challenging and inefficient. There are lots of reason but the primary one is that very few companies are structured to manage high mix low volume at scale. Most paint shops are local mom & pop operations. I don't mean to cast shade but no local source close to us could handle our volume and quality requirements. Add logistics to exchange tens of thousands of parts every single week and it's a non-starter. 2) Sourcing to downstream providers is also margin-inefficient. It makes an already-expensive operation prohibitive for most"
X Link 2025-08-01T16:49Z [----] followers, [---] engagements
"On tariffs: In an alternate universe there was no income tax. Instead imports were taxed. Yes that cost was passed on to consumers but. No income tax. Meanwhile the US didn't gut its own mfg base by letting foreign govts subsidize and dump. Could this be our future"
X Link 2025-08-01T21:16Z [----] followers, [----] engagements
"@Mattdoll You might be right. I'm just spit-balling here but I think a modest universal tariff would create a bias and incentive but it wouldn't halt imports. Probably far from it"
X Link 2025-08-01T21:22Z [----] followers, [---] engagements
"@MaxWithNanos ". The frugality of government." What a concept"
X Link 2025-08-01T21:30Z [----] followers, [--] engagements
"Related: custom springs"
X Link 2025-08-02T23:42Z [----] followers, [---] engagements
"@FundMyHobbies That's a secret"
X Link 2025-08-03T02:10Z [----] followers, [---] engagements
"Custom fireplace surround made out of mill scale steel cut and bent by OSH Cut. Yes those bends are longer than [--] inches. :-P"
X Link 2025-08-03T23:45Z [----] followers, [----] engagements
"Enterprises need to modernize their credit card purchasing policies and controls and enjoy [--] extra days of absolutely free purchasing float"
X Link 2025-08-04T23:44Z [----] followers, [----] engagements
"Everyone highlights this kind of thing like it's some kind of virtue/strength. It's not. NEWSFLASH. The US industrial base is decades behind the tech curve and it shows if you ever need to source parts. Modernize or die. aerospace supplier makes parts that go into space scheduling system is magnets on whiteboard for everything else "excel works fine" every OEM depends on this aerospace supplier makes parts that go into space scheduling system is magnets on whiteboard for everything else "excel works fine" every OEM depends on this"
X Link 2025-08-05T18:20Z [----] followers, [----] engagements
"We built what we call the production pipeline. We keep track of the production status of every part in our database. Every workstation has one or more work consoles which show what needs to be done and when. It shows where parts are coming from and where they are going next. We don't use travelers because managing [----] of them a week is too much. Instead we barcode parts and use our digital systems for routing and work instructions"
X Link 2025-08-05T19:40Z [----] followers, [---] engagements
"Why is this so bad Let's put these companies out of business. Dumb quoting story: like [--] years ago I was looking for some non-spill quick couplers for some aerospace sealant robot prototype. I do my research hunt down [--] manufacturers and reach out. I email one sales rep the PN and asked for a quote on QTY [--] of each male and female half. Dumb quoting story: like [--] years ago I was looking for some non-spill quick couplers for some aerospace sealant robot prototype. I do my research hunt down [--] manufacturers and reach out. I email one sales rep the PN and asked for a quote on QTY [--] of each male"
X Link 2025-08-06T17:14Z [----] followers, [----] engagements
"@holliemaea Yikes that's crazy. That matches our experience as well. We are focused on tube bending at the moment but machining is absolutely on the horizon"
X Link 2025-08-07T17:09Z [----] followers, [--] engagements
"@mov_axbx Acquired podcast"
X Link 2025-08-08T01:01Z [----] followers, [---] engagements
"@DanAdvantage I think maybe the beam was notched and sitting on the wall somehow but there's literally no flashing to keep water out where it enters the roof. Just an old bead of silicon. Definitely not right"
X Link 2025-08-08T01:59Z [----] followers, [--] engagements
"@Stocko So you are sending commands to the servo and want to get an idea of transient positions and velocities"
X Link 2025-08-09T14:45Z [----] followers, [--] engagements
"This sucker was insanely fun as a little kid. Tooling around on a dirt track on my parents' [--] acre yard no shocks vibrating like crazy. More than a few crashes"
X Link 2025-08-10T21:48Z [----] followers, [----] engagements
"The money-printing happening right now is unprecedented in the history of the country. This will be bad"
X Link 2025-08-11T14:39Z [----] followers, [---] engagements
"Going to iterate on this design a bit make it a bit more rigid and responsive"
X Link 2025-08-11T20:56Z [----] followers, 41.6K engagements
"New update dropping today Upgrades to OSH Cut's 3D part view: [--]. You can toggle between orthographic and perspective projections [--]. We added a control to make it super easy to rotate to different views CAD-style [--]. You can now pan for better viewing capability"
X Link 2025-08-12T13:48Z [----] followers, [----] engagements
"OK @adcock_brett renovating a house. How do I plan for robots Have a dedicated kitchen/laundry area where the robot lives"
X Link 2025-08-12T17:08Z [----] followers, 10.1K engagements
"We've worked very closely with one of the [---] on this chart. Can confirm they are dinosaurs. This particular company is a hodgepodge collection of acquisitions that operate independently buying from and even competing with each other. Zero benefits from total scale just kind of lumbering along mediocre as a rule. People look at this chart and see it as a bad thing we see it as opportunity. Massive industries with little or no growth in decades many of them with physical world footprints at the mercy of the consulting industrial complex. Time to let American Dynamism rip."
X Link 2025-08-13T00:49Z [----] followers, [----] engagements
"@zanehengsperger Matches our experience. I think their rationale is probably "we already sell everything we produce and we don't want to fiddle with lots of small customers.""
X Link 2025-08-13T02:16Z [----] followers, [----] engagements
"This company's strategy is to buy when it's immediately "accretive in value" eg. an immediate increase in earnings per share. They don't do growth investing just value investing and only deeper down their own value chain. If the size of the commodity market isn't growing fast that's their only path for continued growth"
X Link 2025-08-13T02:25Z [----] followers, [--] engagements
"@mattdykema If true this is a commentary on the sad state of the US industrial supply chain. It shouldn't be celebrated"
X Link 2025-08-13T17:15Z [----] followers, [----] engagements
"@ken_macdermid Canada shipping coming soon. Working on the compliance layer right now"
X Link 2025-08-13T18:20Z [----] followers, [---] engagements
"5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this. This bastard bolt came out of a machine that processes metal scrap. They can quote a 5-6 week lead time because they're the only game in town. It has a non-standard [--] 1/4"-8 thread and maybe a [--] degree flathead. Challenge accepted. https://t.co/chEroqjFpZ This bastard bolt came out of a machine that processes metal scrap. They can quote a 5-6 week lead time because they're the only game in town. It has a non-standard [--] 1/4"-8 thread and maybe a [--] degree flathead."
X Link 2025-08-14T14:25Z [----] followers, 26.5K engagements
"@JasonPremoMFG I know this is normal in the US. It's also completely inexcusable and reflects a lack of vision capability and scalability. The US supply chain operates at the speed of paper mail"
X Link 2025-08-14T14:56Z [----] followers, [----] engagements
"@amer_icon @JasonPremoMFG Yes it's even worse that this is the OEM this is a custom part that only they make the machine is down and they don't keep it in stock. A [--] to [--] week lead really means "We'll get to this eventually but we don't really care.""
X Link 2025-08-14T15:17Z [----] followers, [--] engagements
"I'm blown away by the number of people apparently offended by this post. You are the problem. 👍 5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this. 5-6 week lead-time is completely absurd. It's hard for me to express how much disdain I feel for companies who operate like this"
X Link 2025-08-14T20:02Z [----] followers, 21.1K engagements
"@_mattfreed Someone smart told me you can increase GDP by printing money or by increasing transaction velocity. If that's true we are doing our part to raise GDP without contributing to inflation. :-D"
X Link 2025-08-15T00:25Z [----] followers, [---] engagements
"Interesting. We don't have problems like this. Off the top of my head it's probably because: 1) We pay very well often double the median wage 2) We don't have to compete with massive manufacturers for talent (there aren't many in Utah) 3) We have an amazing work environment American manufacturing is at a crossroads 60% of workers retire in the next decade. To survive & thrive we MUST attract young talent NOW. https://t.co/o9wXrz0n3A American manufacturing is at a crossroads 60% of workers retire in the next decade. To survive & thrive we MUST attract young talent NOW. https://t.co/o9wXrz0n3A"
X Link 2025-08-15T14:35Z [----] followers, [----] engagements
"Gas or electric I'm going to build a new better version of my childhood go-kart using a combination of OSH Cut parts and off the shelf parts. https://t.co/NGvjWNRFP9 I'm going to build a new better version of my childhood go-kart using a combination of OSH Cut parts and off the shelf parts. https://t.co/NGvjWNRFP9"
X Link 2025-08-17T00:14Z [----] followers, [----] engagements
"Ohhh just discovered the VF-1 design from KJ Racing (link in the thread). Might just build one of these for starters. Tube laser and CNC bender will make it a lot easier"
X Link 2025-08-17T14:54Z [----] followers, [----] engagements
"@emm0sh @_mattfreed Quadrotors aren't. Hex or octorotors can be"
X Link 2025-08-17T23:07Z [----] followers, [---] engagements
"@tsungxu @_mattfreed Sure did That was twenty years ago back when they still called them quadrotors and "drone" hadn't entered the public lexicon yet"
X Link 2025-08-18T01:58Z [----] followers, [---] engagements
"At the job site getting ready to install a big I beam. Something on the print wasn't adding up so I called the engineer. Five minutes later he called back in a panic. He called out the wrong beam in the stamped prints. We have to haul this sucker out and bring in a new one. Good thing we hired a professional engineer and got stamped drawings right Ummm right"
X Link 2025-08-19T00:13Z [----] followers, 16.2K engagements
"Some manufacturers joyfully "fire customers" and then talk about it as if it's an accomplishment. I just listened to a podcast by a shop owner who considers it a central feature of their success. Here's a different idea. Instead make customer delight a central feature of your success and solve the truly hard problems that make the buying experience so poor for [--] percent of the US manufacturing marketplace"
X Link 2025-08-21T00:33Z [----] followers, [----] engagements
"@connor_kapoor @FromWhereICHG @BLKMDL3 Oh man that looks so fun We are [---] percent building a crosskart. Maybe electric. I'll be posting lots of build videos"
X Link 2025-08-21T01:53Z [----] followers, [--] engagements
"@zanehengsperger Why didn't Amazon sell software to retailers"
X Link 2025-08-21T17:12Z [----] followers, [----] engagements
"@zanehengsperger Funny answer is they did for a while. They offered Amazon's software as an e commerce solution for other big retailers"
X Link 2025-08-21T17:52Z [----] followers, [---] engagements
"Rapid fulfilment is very very hard without scale. We didn't start there. We grew into it over [--] years. You have to walk a razor's edge between capacity capex and demand. When demand outstrips capacity you have to either elongate lead-times expand FAST or ramp up prices A LOT to reduce demand. Any of those options have big implications for your brand and service long-term. And don't get me started on the impact of having equipment break down which happens all the time. I'd be wary about promising ultra-fast lead-times right out the gate."
X Link 2025-08-21T19:45Z [----] followers, [--] engagements
"Imagine being AMD right now watching the federal government invest in your competitor"
X Link 2025-08-23T15:37Z [----] followers, [----] engagements
"What have we done to ourselves Chat US hardware companies have been having the same conversations that happen every day on X for at least [--] years https://t.co/qFtdsp41tZ Chat US hardware companies have been having the same conversations that happen every day on X for at least [--] years https://t.co/qFtdsp41tZ"
X Link 2025-08-25T08:46Z [----] followers, [----] engagements
"@andrewkornuta @zanehengsperger Just an aged calcified industry with no incentive to modernize. Shielded from overseas competition by industries captured by regulation or logistics. Massive "moat" in the form of capex and knowledge in an industry that looks unattractive in a tech-first capital climate"
X Link 2025-08-26T02:07Z [----] followers, [--] engagements
"Sometimes you need to "reboot" from first principles. Cut out the bloat and evolved complexity and focus on one core thing: like making wheelchairs quickly and cost-effectively. Massive props for important and impactful work. Making a difference in people's lives. Apparently the USA isn't the only country with wheelchairs that are way too expensive. This guy paid $10000 in England while my factory can do it here in the USA for less than 1k. Should we start shipping international https://t.co/FgcnPcPFQ4 Apparently the USA isn't the only country with wheelchairs that are way too expensive. This"
X Link 2025-08-27T01:18Z [----] followers, [----] engagements
"Unexpected second-order effect of growth: needing three microwaves in the kitchen to handle the lunchtime rush"
X Link 2025-08-27T18:14Z [----] followers, 10.9K engagements
"@CalebSchriever Should have more info soon"
X Link 2025-08-28T23:53Z [----] followers, [--] engagements
"For those wondering US debt is up $550 billion in the past month https://t.co/AnOtn3jVuy For those wondering US debt is up $550 billion in the past month https://t.co/AnOtn3jVuy"
X Link 2025-08-29T13:34Z [----] followers, [----] engagements
"This was a monster of a job. The big steel beam replaced a load bearing wall. Temporary walls held up the house during the surgery. Steel plates and columns provided by OSH Cut"
X Link 2025-08-30T13:56Z [----] followers, [----] engagements
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/creator/twitter::CalebChamberla6