Much of the advice on building companies comes from people whose actual job is investing in them.
VCs have time and economic incentive to podcast and post. Operators are busy building and have less direct economic incentive to personal brand build.
So the internet systematically overrepresents investor opinions on company building (buoyed by the few investors who were great builders).
If great builders and operators published as much as VCs, the average quality of startup and scaleup advice on the internet would 2-5x.
everyone posts about american dynamism 🇺🇸
we went from a 150 sq ft closet with 15 3D printers to 100k+ sq ft with 600 machines, doubling this year. largest 3D operation in the United States. 50+ new jobs in a dying manufacturing community in 4 months.
we need more factory posting instead of a generic "hardware is hard" posts with a pic of a mac connected to an arduino board 👀
five year mortality after a diabetic foot ulcer is ~30%.
all cancers pooled: 31%.
almost nobody knows this. and providers are quietly exiting the one intervention that prevents it.
not because it doesn't work. because of paperwork.
How do we prevent 1 in 3 diabetic foot ulcer patients from dying? See below 👇
In my second week at Hike, we found a major problem, so I started a process to fix it.
Our founder stopped me:
“Jerry, we don’t solve problems with process. We solve problems with technology.”
Music to my ears. Here’s why 🧵
Ops Shock
When I moved from aerospace and defense manufacturing into my first tech startup, I experienced what I think of as “ops shock.”
I came from an environment where operations meant operating something real: manufacturing, supply chain, factories, physical infrastructure, large workforces, quality, throughput, capacity, cost, and getting thousands of interconnected things to work reliably every day.
Then I entered tech and met people from companies like Salesforce and LinkedIn who said they worked in “Ops.”
But their version of operations was often completely different. It was customer support, program management, analytics, planning, or internal strategy. “Sales Ops” might mean dashboards and territory planning. “Customer Ops” might mean customer service. “Business Ops” might essentially be an internal strategy team.
None of those are illegitimate functions. The culture shock was realizing that tech had taken the word operations and applied it to a completely different category of work.
In the industrial world, operations is the machine that produces and delivers the product. You are responsible for throughput, labor, capacity, quality, cost, inventory, safety, and execution. If operations stops, the company stops producing.
In software, the product itself is largely produced by engineering and distributed digitally. So “operations” often migrated away from operating the means of production and became a catch-all term for the human systems surrounding the software business.
That distinction matters because the underlying skill sets can be very different. Someone who is exceptional at BizOps, RevOps, or Customer Ops isn’t necessarily an industrial operator—and an industrial operator isn’t necessarily good at those functions either.
My initial mistake was assuming that when someone in tech said, “I run operations,” we were talking about the same profession.
We weren’t.
Every serious manufacturing company in the next decade will be a software company that happens to own its factories. Physical AI, precision robotics, agents, 3D printing. These stop being separate technologies the moment you own the whole chain.
I've watched this happen twice, going from zero to unicorn/decacorn.
Excited to share I joined Hike Medical as COO in January to do it again, in a $200B market that has never seen it.
Thread on what I learned at GE, @flexport, and @meet_Dandy, and why DME is next. 👇