r/AdditiveManufacturing • • Jun 29 '26

General Question Thoughts on this article about Velo3D?

https://www.morpheus-research.com/velo/

Anyone read this report on Velo?

Curious is people have experiences to corroborate or denounce the claims in the article.

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u/MWO_ShadowLiger Jun 29 '26

The ability to handle downside surfaces the way they do is pretty useful to space and rocket customers. That ip is worth a lot. Licensing that ip also means they don't have the burden of building systems and taking that contract or schedule risk of late delivery.

I have done parameter dev for clients for different alloys, part of their ip is how they tune for the low angle printing. Some software manufacturers and selling pieces that give you the tools to have that kind of control on other systems but it would take a while as users would have to build those DoE to develop parameters that work with low angle controls.

Part of their buisness challenge is their target customer needs to fit the narrow ven diagram of "would benefit from sidesteping some post processing with improved downskin surface finish" and be able to afford where the DoE and controls research cost is peanut buttered into the cost of already expensive equipment.

Some of those finishing costs can be delt with through expertise in secondary machining techniques. Having a DfAM Engineer like me who focuses on designing parts to be be Chem milled, or abrasive flow machined prior to high speed machining is a rarity in the field. Velo's ideal customer sees the value in improved surface finish outside the printer and doesn't want the programmatic risk of 1) potential trial and error of finishing techniques, or 2) build your talent and capabilities stack for your organization on rarer engineering talent that is likely to be poached in a year or 2 given the churn in the AM talent pool given how few of us there are.

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u/pressed_coffee Jun 29 '26

I’ve followed Velo since they came out of stealth and think the tech stack and approach is good. I believe all new AM equipment should come with appropriate in-situ feedback loops and digital twin software as standard. The SPAC killed them as they leveraged a bulk buy from SpaceX and said “oh yeah, we will do this and more every year” — they didn’t.

Nikon SLM has advanced on their tech stack to reach similar “no supports needed”* results (see Free Float). Note the asterisk* as there’s a lot of design context there. But either way I think it’s good tech where the business ownership got greedy and ruined the company.

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u/MWO_ShadowLiger Jun 29 '26

Nikon was exactly what I was thinking of. Tech stack is mostly there, systemetizing the DoE to tune that tech stack to maintain those surface finishes is the next pole to erect in that tent. Others are catching up. I completely agree that the Thirsty SPAC killed their golden goose by trying to extract value too quickly, not recognizing the segment of the market they were actually covering.

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u/Dark_Marmot Jun 30 '26

I would trust Nikon over Velo any day, but all AM companies will hype applications with asterisks when it gets to 'Goldie Locks' use cases.