John Manganiello

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[John Manganiello @CaptMang]

@Rainmaker1973 @dailydirtnap

[John Manganiello @CaptMang]

@BowTiedBroke 🫡

[John Manganiello @CaptMang]

@DustinWalper Would love to trade notes and vision - just called you and left a message.

[John Manganiello @CaptMang]

@Rainmaker1973 L
E

[John Manganiello @CaptMang]

Yes pitchpole - bow buried easily - also related to waterproofing issue, and someone who is used to performance outboards/screws natural reaction further buries the bow when they panic. Nothing to crazy but stuff to keep in mind. Also due to jet it is pretty tough to operate alongside another boat or ship if you’re in their cavitation.

Might technically be a mid engine but it is forward of the console.

[John Manganiello @CaptMang]

Agree - misinterpreted your angle.

My comment was for the sticker price people see the government buying them for.

MK III is superior in my opinion. MK IV is definitely a great tool but requires a higher skill set to operate it. Front engine, heavy, jet/bucket controls, poor water proofing (if you’re going to really beat on it like the coasties) and prone to pitch pulling and capsizing.

[John Manganiello @CaptMang]

@bauhiniacapital @PalmerLuckey Yes or just building one - I know a guy!

[John Manganiello @CaptMang]

Overpriced is relative. You have to think of all the requirements, electronics packages and warranties imposed on the builders. Also, important to note a lot of the USG aluminum boats, regardless of agency, are overbuilt to a ridiculous structural requirement compared to an off the shelf rec boat.

If he picks up a IV and decides to keep the flotation foam under the deck, these are a pain in the ass to work on and maintain.

[John Manganiello @CaptMang]

@PalmerLuckey Get an OTH-III. DO NOT get a IV.

[John Manganiello @CaptMang]

@amypretzel Also known as production engineering

[John Manganiello @CaptMang]

@realEstateTrent No regrets - US Coast Guard Academy. I encourage kids to check out the federal service academies. Incredible alumni networks for those of us who get out and lifelong friends for the folks still in and out of uniform.

[John Manganiello @CaptMang]

@dailydirtnap Congrats man!

[John Manganiello @CaptMang]

@infantrydort Unfortunately the same in USCG with ship driving and leadership at sea, except maybe worse, many have never even been assigned to a cutter (zero experience on a ship).

[Apple Lamps @lamps_apple]

@Geiger_Capital I can’t find it, but I’m almost certain John warned about this years ago…

[John Manganiello @CaptMang]

@dailydirtnap Your reason valid but different than mine, it seems to be a self licking ice cream cone... very difficult to monetize, just exists to exist type of thing - no actual utility (biz dev or monetizing content).

[John Manganiello @CaptMang]

@zanehengsperger WIP app. Load up actual scans of completed product or models of completed product and someone walks floor with 3D scan app on phone to get nearly instant WIP.

[John Manganiello @CaptMang]

@zanehengsperger Amazing.

[Greg Koenig @gak_pdx]

This video really gets my goat, so 3rd and final quote comment:

We keep getting told, primarily by people with the 30,000 perspective, that China has this wonderfully advanced manufacturing system! Don't you see, they lapped us and it isn't just about low labor cost anymore, they are automating! They have magic - they build 57,273 robots every femtosecond! They are so far ahed of us!!!

Then those of us with a more 5,000' view see the factory videos... and becomes clear that everything said above is total bullshit.

Yes, if you don't know a whole lot about manufacturing, this video is impressive. The scale of this operation is (even to me) a little awe inspiring. I've been on some very impressive mass-scale factory floors, but nothing like this really exists in the USA, and there are 30-40 places like this in China.

But take a closer look - nothing you see in this video is actually impressive from a technology perspective. The machines are kinda junky and not very advanced at all. There is zero (0!) automation present - these are all hand loaded/unloaded.

This video is what it would look like if you took a USA machine shop circa 2005, and just hit copy/paste a few dozen times. They didn't crack some code USA machinists don't know, or leapfrog the state of machining in the USA.

We 100% have the ability - in the USA - to build a factory that is 1/2 the footprint, 1/10th the headcount. Shops like that already exist here, lines like this are already in American factories.

The problem isn't American technology or skill - the problem is policy and will. We need an industrial policy that recognizes the China Price has externalities the buyers of Chinese goods in the West are either ignorant of or willfully dismissive of because of their own narrow economic self interest. Then that policy needs to lower costs/barriers to building better factories like this in the USA.

[John Manganiello @CaptMang]

Bingo.

Can speak from Northeast US perspective… have tried to and gotten close to acquiring machine shops but most of them aren’t viable businesses at current interest rates.

A lot of boomers have never trained replacements or recapitalized equipment in the last 30-40 years. Also, they own the real estate outright.

When you crunch the numbers on a lot of the legacy shops, return on capital is worse than just buying and renting their real estate (to a new business).

Definitely a challenge. Best bet in my opinion is build from scratch.