Caleb (OSH Cut)

CEO, OSH Cut.

[Caleb (OSH Cut) @OSHBuilt]

Let's go!!!

[Connor Kapoor @connorkapoor]

The very first steel castings from Digital Metal.

[Caleb (OSH Cut) @OSHBuilt]

@KennethCassel I'm glad to hear it :-)

[Caleb (OSH Cut) @OSHBuilt]

@c0nst They also have low "hook" pricing to land new customers. If you are kicking-tires, they may bid at a loss just to win the job, thinking you are a normal potential customer.

(It's not a human making that decision, it's an algorithm)

[Caleb (OSH Cut) @OSHBuilt]

@Michaelkornuta @ThaaatColin Also possible, and if true it would be a crime, and still not treason.

[Caleb (OSH Cut) @OSHBuilt]

@e0d40e74 @ThaaatColin It's twitter, don't be pedantic

[Caleb (OSH Cut) @OSHBuilt]

What I said, literally, is "it's not treason to make the best business decision in the face of the competitive environment" which is objectively an unambiguously true. Doing what's best for business is neither a necessary nor sufficient condition for treason, which is trivially obvious. You could certainly commit crimes in the act, but opening a factory in China is not a crime.

You could, on the other hand, be sued for making a bad business decision that loses investor money.

Do with that what you will.

[Caleb (OSH Cut) @OSHBuilt]

@e0d40e74 @ThaaatColin I'm saying it's not treason. Dial down the rhetoric.

[Caleb (OSH Cut) @OSHBuilt]

@ThaaatColin If you abandon economics for principle, you just go out of business

[Caleb (OSH Cut) @OSHBuilt]

Unpopular take, but nobody should make in the US for the sake of the US alone.

Our markets and our own government are together brutal and completely unforgiving. It's not treason to make the best business decision in the face of the competitive environment.

If there's a failing it's that our elected leaders are impotent and that our systems are too forgiving of foreign adversaries who weaponize our own open trade policies against us.

You can't call it "treason" for a business to act in its own self interest, in the environment it exists in. It would be horrible management for it to build here even if it doesn't make economic sense

[Caleb (OSH Cut) @OSHBuilt]

@Hold_Left_Edge Sure, but it's not binary. "Land a contract or die."

[Caleb (OSH Cut) @OSHBuilt]

This is only true if the only way to fill a factory is with big defense or OEM contracts. Makes sense in Hadrian's world. But there's more than one path to scale.

[Ti Morse @ti_morse]

"For large companies, capex risk is binary.

What do I mean by that?

What I what I mean is: you may think traditionally that if you were building a large circuit board facility to win a large supply chain contract for drones, like Soren may need to buy a lot of circuit boards. That you would really like to have the contracts before you bought a billion dollars in capex. And if you don't get the contracts, your company's dead. That is true.

What is more real is you have a 0% chance of growing revenue unless you spend the billion in capex, because no one's going to give you a production contract unless you've already started executing.

The second instance is: you bought all the capex, and if you don't close the contract, your company dies. But at least now you have a more than 50% chance of executing the revenue.

So it is binary in the sense that you need to deploy billions of dollars ahead of contracts, and it doesn't mean that isn't a company killing event. It just means that you've increased your probability to more than 50% and if you don't deploy a billion dollars in capex, you're 100% dead, or you're $100 million acquisition."

[Caleb (OSH Cut) @OSHBuilt]

@Augsburg_Barber Very nice

[Caleb (OSH Cut) @OSHBuilt]

@KennethCassel @OSHCutInc Right? It's weird.

[Caleb (OSH Cut) @OSHBuilt]

Great read. Two lines stood out:

1. BLS says a machinist makes $58,750 a year, median.
2. Welders and machinists are now the hardest people for a hardware company to find.

EVERY employee at @OSHCutInc makes more than a median machinist.

https://t.co/n1d1kGnI9k

[Const 🇺🇸🏭 @c0nst]

https://t.co/OgDiERwNvB

[Caleb (OSH Cut) @OSHBuilt]

@LiquidMetalLab @OSHCutInc Oh?

[Caleb (OSH Cut) @OSHBuilt]

Moving in next week! The @OSHCutInc R&D space is going to be epic.

[Caleb (OSH Cut) @OSHBuilt]

@josearrillaga0 Exactly.

[Caleb (OSH Cut) @OSHBuilt]

Unexpected behavior from FSD on my Tesla Model 3 today.

A biker riding toward the road disappeared behind a large, parked vehicle. I saw it happen and got ready to take over.

But my Model 3 handled it! Well in advance, it slowed and moved away from the road edge, in case the biker popped out into the road. He didn't - he turned onto the sidewalk, behind the parked car.

So my Model 3 saw the biker and three to four seconds later took defensive action, just in case.

Actually a mind-blowing moment. It's not perfect, but damn is it amazing.

[Caleb (OSH Cut) @OSHBuilt]

@faraz_r_khan @OSHCutInc Some secret stuff, some stuff for the pure fun of it (like the motion rig)

[Caleb (OSH Cut) @OSHBuilt]

@10x_er lol. Hang in there!