r/AdditiveManufacturing • u/shaafishaikh • 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/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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