Hardware Supply Chain

We are funding more and more hardware companies from medical devices to home robots to space companies. But building hardware in the US is still far too slow compared to China. In Shenzhen, a team can go from design to a new physical part in a day. In the US, that same loop takes weeks. And that gap compounds. The problem isn't just the supply chain, it's iteration speed. China wins because hardware teams can move fast. They have dense supplier networks, rapid turnaround, and tight coordination between design and production. In the US, this system barely exists. A few startups are starting to build parts of it. For example, HLABS is building actuators. Prototyping IO helps turn designs into mechanical parts in days, but the overall stack is still missing. We believe the next generation of great hardware companies will be built on much faster iteration loops. We are especially interested in startups that produce parts dramatically faster, enable rapid hardware iteration, tightly integrate design, manufacturings and logistics. If you're helping hardware teams move at an order of magnitude faster, we want to hear from