Hardware Podcasts

Additive Economics: Reshoring, Risk & Revenue in Additive Manufacturing

Additive Snack · 29 Apr 2025 · 50m · Episode 8

What this episode covers

Danny Piper, Managing Partner at New Cap Partners, discusses the financial landscape of additive manufacturing, highlighting the impact of tariffs, reshoring, and defense spending on the industry. He analyzes the struggles of public companies like Stratasys and 3D Systems, the rise of contract manufacturers like Encoda and I3D, and the critical need for long-term capital to support manufacturing innovation. Piper predicts a return of 'smart money' and a potential market hype cycle driven by AI and reduced adoption friction.

Most relevant to

large enterprises and companies scaling up

Topics

Mentioned

Companies
New Cap Partners, Stratasys, 3D Systems, Nano Dimension, Desktop Metal, Markforged, Materialise, EOS, Encoda, I3D, Adman, 1000 Kelvin, Backflip, SpaceX, Airbus, Lockheed Martin, Raytheon, Honeywell, Fortissimo
Also
Printing Money

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