Re: [newtech-1] MakerBot Sold

From: Jonathan H.
Sent on: Wednesday, June 19, 2013 6:18 PM
On 6/19/2013 5:28 PM, Calvin Chu wrote:
> Wow.

Rumor has it that the deal was worth ~$400mm. Wow indeed. If you're 
going drinking with a MakerBot employee, have them pick up the tab ;)

I have a feeling that patents were a major driver in this deal. There's 
been an almost constant stream of $1mm Kickstarter campaigns for 3D 
printers - which isn't surprising given that most low-end 3D printers 
use the same technology, and outside of Makerbot, the same software 
stack. And that open stack is getting pretty good.

Now MakerBot gets their hands on stuff that they were waiting to expire. 
The Replicator 3/4 is going to be a quantum leap over the competition. 
It was either a deal like this, or have to compete with a  growing horde 
of tiny competitors gnawing at their bottom line.

So, today is a (potentially) bad day to be one of those little 3D 
printer companies. It really depends upon how willing Stratasys is to 
cannibalize their own low-end range. If they're smart, they'll just do 
it - it's going to happen over the next 5 years, anyway, better to do it 
with their own sub-brand.

Also - I'll be very curious to see what happens with Thingiverse. I 
wouldn't be surprised if it gets spun out into an independent entity, or 
bought by someone else.

jh

>
> ______________
> Calvin Chu
> Senior Technology Licensing Officer, Columbia Technology Ventures
> [address removed]
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> @cchu (twitter)
> techventures.columbi­a.edu
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> -----Original Message-----
> From: [address removed] [mailto:[address removed]] On Behalf Of
> Jonathan Hirschman
> Sent: Wednesday, June 19,[masked]:11 PM
> To: [address removed]
> Subject: [newtech-1] MakerBot Sold
>
> http://www.fastco...­
> -makerbot
>
> Well, no hardware startup has gotten to IPO yet, but I think that this is a
> seminal event - the same way that Netscape's IPO put Internet startups on
> the map.

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