- Mar 31, 2013
- Portland, OR
lol niche is 9 billion. Ya, totally not worth getting into that market
Cool Goooose... show me that list of new CAD/CAM software entrants who have jumped into the space in the last 10 years.
Software is software. CAM is no more difficult than any game. You think math is going to scare off developers?
Let's go back to my first question. The only answer is OnShape, the team that started SolidWorks (so they were already rich dudes with a proven track record, so getting $$$ from investors was easy). Even so, they burned money for 9 years until PTC bought them out.
No, I don't think developing CAD/CAM software scares developers. I can say that all of the data indicates that it scares the shit out of the people who would potentially be paying for it, so they don't.
lol that's the funniest shit I've read in a long time!
Tell me about your extensive experience in Fusion and SolidWorks and regale us with a detailed breakdown of why Fusion is not CAD feature complete against SolidWorks yet. Or how about this, show me a CAD model that you built in SolidWorks that I couldn't also build in Fusion in about the same time. While we are at it, give me a tour of SolidWorks' Sub-D surface modeling, I would love to see it! Or how about their topology optimizer? Algorithmic modeling? No? Ok...
I have 10 years with Solid Works under my belt and was at least dabbling in Fusion from launch. I pay for both.. and SolidWorks isn't even installed on my machine.
The next big thing in CAM will come from some kid who hacks something together over a year or two on his own, just like all the previous big things. Some company will buy him/her out just like all the ones before. VCs would throw every dime they could at this kid if they could find them.
VCs are not investing in $9 Billion markets. I know that must sound like a lot of money, but to the people who bet only on what they think are potential grand slam home runs, it simply isn't. They want markets so fucking big that even middling success equals massive gobs of cash. They are especially not investing in $9 Billion markets that haven't seen any fundamental innovation in about 20 years.
Can some kid in his garage create a new innovation in CAD/CAM? Absolutely! But that wasn't the question that sparked this debate! You guys were moaning that nobody is making ho-hum CAD/CAM with a perpetual license at a "reasonable" price. I'm saying that nobody is going to bother to make that product because price and an outdated licensing scheme are not compelling enough Unique Selling Points to want to drive a few million dollars of capital into the bloody bloody waters of the very mature and cutthroat CAD/CAM market.
Now, someone develops something like 100% automated programming that makes programming a CNC mill/lathe as easy as running a 3D printing slicer? Or cooks up some sort of AI based post processor that you feed the PDF of a controller manual into and it makes a perfect post? Look, bring me that kid who can demo that past some due diligence, and I can literally get them a low 7 figure investment within a week.
But that isn't what you guys want- you want BobCAD or SprutCAM that doesn't suck and has a perpetual license. and that just isn't a thing people are willing to take a 7 or 8 figure bet on building.