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Q2 Sequioa Deep Dive
Q2 Sequoia Deep Dive
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Product roadmap (2-3 years)
Mach Product Thesis (Pulled from internal documents)
E
ethan@machindustries.com
Areas to drive value in DoD
See - position a sensor of a certain type in three dimensional space for a given amount of time
Talk - transfer data to other systems
Move/Power - change the position of matter a certain way
Shoot - deliver energy to a target
Means of assessing cost in DoD
Monetary Cost - $ for dollar, are we winning
Manufacturability - how long do these take to make, and how many can we make
Human impact - what is the human burden of these systems, either loss of life, or significant manpower requirements
Logistics burden - what does it take to sustain and deploy something
Employment risk - excitation, collateral, friendly fire
Relevant system characteristics
Survivability
Speed
Effect
Duration
Range
Reusability/Maintenance
Mach assessment guidelines
Does it drive customer value on a specific and relevant mission set
Does a revenue stream exist for fulfilling this mission set
Are other people looking to fill this same mission set
What is the extent of the development burdens
Do these burdens track towards our longterm tech stack
Mach long term core competencies
Elite flexible manufacture
Large composites aircraft dominance
World class propulsion
Rapid and effective embedded software and analysis execution
Rapid, minimalist mechanical design team
Pre Series-C areas to excel
UAS hardware rapid design and capex efficient manufacture
Rapid push to functional prototype on big product bets
Laying systems/personel/culture for long term competencies
Big Long Term Product Bets (10yr)
Combustion VTOL manned aircraft
Balloons
Hydrogen guns
Mass manufacturable unmanned systems
Air
Sea
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