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Hardware Supply Chain

  • The US hardware iteration loop from design to physical production is expected to remain measured in weeks rather than days, causing the speed gap with China to widen.
  • A complete, current overall hardware iteration stack is expected to still be absent in the US, despite a small number of startups beginning to construct specific components.
  • HLabs intends to develop actuators as part of its portfolio, while Prototyping IO has plans to enable the conversion of designs into mechanical parts within days.
  • Future leading hardware companies are anticipated to rely on significantly faster iteration loops compared to the current baseline.
  • Investment criteria prioritize startups that achieve order-of-magnitude speed improvements, deliver parts rapidly, and tightly integrate design, manufacturing, and logistics.