Liam Maniscalco

Investor @fprimecapital | Previously @bainandcompany

[Liam Maniscalco @liammaniscalco]

@zanehengsperger Let's go! @zanehengsperger @henr56520 @dillon_dunteman

[Liam Maniscalco @liammaniscalco]

@zanehengsperger Let's go!!

[Liam Maniscalco @liammaniscalco]

@DavidZagaynov @poseidonaero Epic congrats David

[Liam Maniscalco @liammaniscalco]

@JasonrShuman If you’re someone building to improve the supply chain that’s so critical to enabling this growth across verticals, I’d love to talk!

[Jason Shuman @JasonrShuman]

One chart that caught my attention from F-Prime’s robotics market analysis:

Vertical robotics funding is increasingly being driven by defense.

Will be interesting to update this data over the next 18 months.

I’ll bet we’re going to see continued growth there, but also some major investments into new vertical applications where the demand is inevitable and the cost of the hardware is well below humanoids

[Liam Maniscalco @liammaniscalco]

@JasonrShuman Think defense will continue to grow especially with this macro environment, which will require supporting verticals like MFG to grow quickly alongside it. Excited to see MFG + logistics continue to accelerate - thanks for sharing our team’s work!

[Liam Maniscalco @liammaniscalco]

Pretty incredible

[Luke Bugbee @bugmango]

In the Summer of 2022 @MavrookasD asked @8vc's design team to mock up scenes of what it would look like to have an autonomous vessel rescue a warfighter in distress. Almost exactly 4 years later @Saronic is worth 9.25bn and is rescuing warfighters in distress. 🚀

[Liam Maniscalco @liammaniscalco]

@DustinWalper Let's go Dustin!

[Liam Maniscalco @liammaniscalco]

@CMochen @kyliebytes @ashleevance Let's go!

[Liam Maniscalco @liammaniscalco]

Incredible two days for US MFG with SCS + AMCA back-to-back announcements

[Liam Maniscalco @liammaniscalco]

@jaimalik @AmcaInc @caffeinatedcap @lightspeedvp @a16z @Lux_Capital Congrats Jai - amazing to see!

[Liam Maniscalco @liammaniscalco]

@jimbelosic Congrats Jim!!

[Liam Maniscalco @liammaniscalco]

Incredible congrats @jimbelosic

[Kate Clark @KateClarkTweets]

Sequoia’s latest investment is a sheet metal fabricator
https://t.co/fzhDZcH8i2

[Gokul Rajaram @gokulr]

HEADLESS

The reason more “dashboard” software companies will push to become headless stores (that is, become “pipes” companies) is for two reasons:

(A) one of the most durable opportunities in software is to become the singular data store for all structured or unstructured context for a certain domain or function (or heck, for the entire organization).
(B) once a function or org embraces you as the data store, you price based on compute and storage, and beautifully compound and grow as the org context inevitably explodes over time, the way other compute/storage businesses like Databricks and Datadog have durably and steadily compounded over time.

Now, of course, the challenge is that as soon as you open up to 3rd party agents, some of these agents, being venture funded companies themselves and run by ambitious entrepreneurs, will try to suck all the context out of you, reduce you to a CRUD database, and ultimately offer a version of you to their customer for free, bundled with their agents. Meanwhile, you will likely offer your own bundled free or low priced agents as alternatives to the most commonly used third party agents.

This war between headless context stores and agentic workflow startups is just starting. Will be interesting to see who can commoditize their complement first.

[Liam Maniscalco @liammaniscalco]

@zanehengsperger @noxmetals Congrats Zane

[Monica Hunter-Hart @mhunterhart]

As the Strait of Hormuz crisis drags on, interest & investment is surging in the drone boat industry.

My latest for @Forbes profiles a buzzy contender, @HavocAi_USV, run by a man who came to the U.S. as a child refugee from Burma and just raised $100m:
https://t.co/ruHgkTWFi4

[Liam Maniscalco @liammaniscalco]

@charliewarren @borancakir In tech-averse industries there’s an element of top-down interest but plenty of user pref for the old/clunky solutions- makes real diffusion so difficult. Product has to either be a huge step-change improvement for users or reduce need for those users/their leverage. Great piece!

[Adam Shuaib @adamshuaib]

https://t.co/OP4kZgAHtt

[Liam Maniscalco @liammaniscalco]

@0xShouka @claudeai More plug-ins to existing CAD, more innovation for workflows around CAD b/c easier entry (GD&T), & hopefully a custom kernel approach work at scale

Also love what a smarter friend said: “Let designers design, let builders build, let the translation between them be automated”

[Liam Maniscalco @liammaniscalco]

So use case dependent - text-to-CAD can be great for making building more accessible. But for the eng building complex assemblies w/ rly specific dimensioning & tolerances, it's unnatural.

Innovating on the kernel is exciting but rly hard+need same feauture parity as existing CAD