# Additive Economics: Reshoring, Risk & Revenue in Additive Manufacturing

- Show: [Additive Snack](https://hardwarepodcasts.com/podcast/additive-snack)
- Published: 2025-04-29
- Length: 50m
- Episode: 8
- Page: https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing
- Listen: https://share.transistor.fm/s/61d0e548

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=6) Introduction and New Cap Partners Overview
- [3:55](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=235) Danny Piper's Background and Investment Focus
- [9:24](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=564) Financial Turbulence, Tariffs, and Reshoring
- [14:11](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=851) European Defense and Airbus Dynamics
- [18:02](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=1082) Stock Market Analysis: Stratasys, 3D Systems, and Nano Dimension
- [22:47](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=1367) Scaling Challenges and the Defense Role
- [33:02](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=1982) The Rise of Additive Contract Manufacturers
- [40:51](https://hardwarepodcasts.com/podcast/additive-snack/2025-04-29-additive-economics-reshoring-risk-revenue-in-additive-manufacturing#t=2451) Future Trends, AI, and Market Predictions

## Topics

- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)

## Most relevant to

large enterprises, companies scaling up

## Mentioned

- New Cap Partners (company)
- Stratasys (company)
- 3D Systems (company)
- Nano Dimension (company)
- Desktop Metal (company)
- Markforged (company)
- Materialise (company)
- EOS (company)
- Encoda (company)
- I3D (company)
- Adman (company)
- 1000 Kelvin (company)
- Backflip (company)
- SpaceX (company)
- Airbus (company)
- Lockheed Martin (company)
- Raytheon (company)
- Honeywell (company)
- Fortissimo (company)
- Printing Money (other)

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- [Riley Knox: Smart Factories, 3D Printing, Adv. Manufacturing, and Elon Musk | Hard Tech Podcast #10](https://hardwarepodcasts.com/podcast/hard-tech-podcast/2023-08-13-riley-knox-smart-factories-3d-printing-adv-manufacturing-and-elon-musk-hard-tech) (Hard Tech Podcast)
- [The Hard Truths About Reshoring American Manufacturing w/ Eddy Azad](https://hardwarepodcasts.com/podcast/the-manufacturing-executive/2026-04-21-the-hard-truths-about-reshoring-american-manufacturing-w-eddy-azad) (The Manufacturing Executive)
- [Navigating Industry Change with Out of the Box Manufacturing's Allison Budvarson](https://hardwarepodcasts.com/podcast/ems-c-level/2025-06-13-navigating-industry-change-with-out-of-the-box-manufacturings-allison-budvarson) (EMS@C-LEVEL)
- [The Future of Hardware, Manufacturing Startups, and Industrial Policy with Nick Pinkston (Part 2 of 3)](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2022-10-21-the-future-of-hardware-manufacturing-startups-and-industrial-policy-with-nick-pi) (Manufacturing Happy Hour)
- [OnTrack PCB Design Podcast 2025 Year in Review](https://hardwarepodcasts.com/podcast/ontrack/2025-12-30-ontrack-pcb-design-podcast-2025-year-in-review) (OnTrack)

## Citing this page

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