You're first bullet on "little no steel on the ground" caught my eye. Could you say more about how neo-OEMs are able to nimbly scale capacity while ensuring quality and competitive cost? Are they working with multiple trusted partners with spare manufacturing capacity, and guaranteeing some longevity as a tenant in the factory?
Just pulling on parallel experience in software where varying workload serverless compute is one of the more expensive options vs. committing to a defined amount of compute over a longer time horizon with a cloud provider. So I'm wondering how neo-OEMs are threading the needle on making a longer term commitment (if that also has a cost advantage in manufacturing) and quickly scaling up or down when needed.
Hey Troy! Good question, and it gets at the heart of a key tradeoff a neo-OEM faces. In short, there’s no one-size-fits-all answer, just like in software. The most important thing is to deeply understand the needs of both your customers and the ecosystem of manufacturing partners, and devise your strategy for securing capacity from there.
Awesome writeup, Michael!
You're first bullet on "little no steel on the ground" caught my eye. Could you say more about how neo-OEMs are able to nimbly scale capacity while ensuring quality and competitive cost? Are they working with multiple trusted partners with spare manufacturing capacity, and guaranteeing some longevity as a tenant in the factory?
Just pulling on parallel experience in software where varying workload serverless compute is one of the more expensive options vs. committing to a defined amount of compute over a longer time horizon with a cloud provider. So I'm wondering how neo-OEMs are threading the needle on making a longer term commitment (if that also has a cost advantage in manufacturing) and quickly scaling up or down when needed.
Hey Troy! Good question, and it gets at the heart of a key tradeoff a neo-OEM faces. In short, there’s no one-size-fits-all answer, just like in software. The most important thing is to deeply understand the needs of both your customers and the ecosystem of manufacturing partners, and devise your strategy for securing capacity from there.