Caleb (OSH Cut)

CEO, OSH Cut.

[Caleb (OSH Cut) @OSHBuilt]

@AnkurGoel Not scale, per-se: leverage, high fixed cost structure.

[Caleb (OSH Cut) @OSHBuilt]

No. It's fragmented because machining is a technology, not an industry.

You can only aggregate demand by being good at it, and you can't be good at everything. There isn't a magic process to "reliably" scale a business to absorb 10,000 product categories.

[John Malloy @JohnCMalloy4]

Machine shops are by far one of the last ultra-fragmented industries in the US. There are 17k machine shops, and nobody has more than 1% of the market.

Why? Nobody has built the technology or processes to reliably scale. It literally comes down to quality control at scale without a labor bottleneck.

Even solved that. We aren’t just repurposing a traditional machine shop. We are building self-improving manufacturing.

Featuring our CMM :)

[Caleb (OSH Cut) @OSHBuilt]

@_baldtires Yeah. Anyone who wants a humanoid has never run an actual factory and paid the monthly repair bill to keep dozens of far more simple machines running.

[Caleb (OSH Cut) @OSHBuilt]

mrw someone suggests we should put a 60 DOF humanoid on my factory floor.

[Caleb (OSH Cut) @OSHBuilt]

@r14now I think it'll happen, but the devil is in the details. It's the edge cases that break automation and create pile-ups that are the biggest hurdle.

For us, it'd be possible by selectively choosing ideal parts for an automated line. Most would flow the normal way.

[Caleb (OSH Cut) @OSHBuilt]

This is correct. OSH Cut also has little to no physical automation. Lots of software automation, but no physical.

It's not just hard to automate a high mix low volume factory, the economics also don't make sense. Most of the overheads are in the office, and automatable.

[Adam Gartenberg @AdamGartenberg]

A top-level @anduriltech exec shared at dinner tonight that they use little to no automation in their manufacturing facilities because “automation today is incapable of adapting to low-volume and high complexity production lines”

There’s still such a gap between the automation dream and what is technically possible today.

[Caleb (OSH Cut) @OSHBuilt]

@r14now Also, humanoids are a hard no. The last thing I need in my factory is a bunch of 50+ DOF machines that are going to break down all the time.

[Caleb (OSH Cut) @OSHBuilt]

@r14now At qty 50, the fixturing, setup, and automation programming time has to be ~0 for it to win over human labor. And that has to be true for the other 6000 SKUs made this week.

Very, very challenging.

[Caleb (OSH Cut) @OSHBuilt]

@raghav2956 "High mix low volume" paints with a broad brush. Our factory would only benefit marginally from physical automation, and it'd be extremely hard, and extremely expensive. Usually, most of the overheads are in the office.

[Caleb (OSH Cut) @OSHBuilt]

@JasBilyeu "Use the MCP at https://t.co/l1sje8Molp to make this out of sheet metal."

[Caleb (OSH Cut) @OSHBuilt]

@JasBilyeu Just say, "Claude, make it out of sheet metal"

[Caleb (OSH Cut) @OSHBuilt]

@felipe_makes Agreed

[Caleb (OSH Cut) @OSHBuilt]

OSH Cut is accelerating. We're on track to double revenue this year, and we're adding capacity as fast as we can to keep lead times short!

[Caleb (OSH Cut) @OSHBuilt]

Another brilliant article from @packyM. This is a must read if you are interested in AI, markets, and bubbles.

[Packy McCormick @packyM]

Of Miracles and Moats

https://t.co/i7HkDfdiZQ

[Caleb (OSH Cut) @OSHBuilt]

@emm0sh The fix is called NumPy

[Caleb (OSH Cut) @OSHBuilt]

@_baldtires Amazing

[Caleb (OSH Cut) @OSHBuilt]

@jonathan_sessa I know

[Caleb (OSH Cut) @OSHBuilt]

True

[engineeredAF @EngineeredAf]

@c0nst i get that VC's need to toot their horns from time to time to stay relevant. but regular joe schmo's in a good niche need to stfu and keep their heads down, there's no benefit to bragging online other than stroking their ego. tons of downside tho

[Caleb (OSH Cut) @OSHBuilt]

@Hey_Billy @c0nst Didn't try. Our policy is to deny terms of any kind to anyone who asks for anything greater than Net60.

[Caleb (OSH Cut) @OSHBuilt]

@Ciszek There are moats, then there's good old fashioned operational excellence.

[Caleb (OSH Cut) @OSHBuilt]

@_baldtires @c0nst Yeah, *but we are Milwaukee*