Arthur Hanson
Well-known member
An email to Daniel Nenni
The junction of these three technologies are but one area that will become huge in size, for 3d printing right now is best suited to very small objects. The age of the small/micro machines is here and now, for three technologies have all reached critical points at the same time, semis, mems and 3d printing. From millimeter to nanometer scale that can now be massed produced economically we will see a whole new industries open up. I feel AMAT will be at the epicenter of this for they already have the tools, technology and materials that will provide the foundation of the industry already and will have to only make small investments to leverage what they have to dominate building manufacturing capacity and materials. They will also get the service component, just like they have with their semi equipment. AMAT also has a much wider moat than the 3d printer names. Micro machines will become just like semis, with new uses and applications we haven't even dreamed of. This section of the mems world is small and will grow the most. To see these radically changing medical and especially surgery is not even a stretch. Very small and even micro robots will change everything and present new and even some very scary challenges such as guided bullets or even miniature missiles that become fast, cheap and pervasive. Micro spy/observation robots/drones will also present unheard of opportunities and challenges.
One area of mems where it is easy to see the growth is in labs on a chip. Just like processors/computers where unheard of and became pervasive, labs on a chip will become an everyday device. We already carry around the processing and display interface, all we need to do is add the lab. We already have a simple lab chip in some of our newer smoke detectors which themselves will become far more functional and sophisticated in the future. To see the day in the future where labs on a chip become a part of all the multiple environments we live and work in as well as something we wear is just seeing the obvious. The necessity of lowering medical costs alone will push them into the same level of distribution as a cell phone. An ounce of prevention is worth a pound of cure and labs on a chip will make it possible to measure our not only our state of health, but our performance and efficiency. This will not only open up technological frontiers, but social and legal ones. They will extend even into the poorest and remote areas of the globe, just like cell phones.
This is just the barely a whiff of what's yet to come and I feel that if anything, most are grossly underestimating the impact of mems because they are not looking at the massive intersection approaching where we see processors, 3D printing, mems, AI, and a vastly more pervasive and faster wireless web all meet. This massive intersection is being made all the bigger by the massively increasing capabilities we bring by the geometric improvements in all technologies, increases in types and forms of education (SemWiki), communications and forms of collaboration. All these are being grossly underestimated.
Daniel, I admire you greatly and think you have underestimated or maybe not, the impact SemiWiki can have on the world. Semiwiki is a very powerful tool of collaboration and education. Just look at me, totally out of my knowledge and comfort zone, yet able to benefit from SemiWiki. I have got others from outside the field, but technical, reading SemiWiki. Maybe a SemiWiki light or intro section? The most intelligent person I ever met was a private educator who leveraged technologies in education and made a difference in the world. I have no doubt you have worked, entertained, stayed and educated yourself in buildings her students designed and built numerous times and met the some of the thousands their thousands of people their businesses employ (she had the most sophisticated contractors license school in the nation if not the world, located in San Leandro).
I feel you are in a position with far more potential than even you realize. My personal belief is that we live in only two states, we are either growing or dying. I have done both and intend to be growing until the moment I cease living.
Maybe I have been a bit to much, but I have entered a section of the world I barely know existed outside of the science fiction books I have read. Now it's becoming science reality and the boundaries are being pushed faster, wider and farther than even I have imagined. I am a total outsider as an investor, all I can do is look for opportunities and hope people follow and allocate the thought and financial fuel to make things happen. This is all I can do, but even this can become a very powerful tool limited only by me. I hope everyone can reach beyond their limits for the challenges are there.
Take Care and Enjoy the Day, ART
The junction of these three technologies are but one area that will become huge in size, for 3d printing right now is best suited to very small objects. The age of the small/micro machines is here and now, for three technologies have all reached critical points at the same time, semis, mems and 3d printing. From millimeter to nanometer scale that can now be massed produced economically we will see a whole new industries open up. I feel AMAT will be at the epicenter of this for they already have the tools, technology and materials that will provide the foundation of the industry already and will have to only make small investments to leverage what they have to dominate building manufacturing capacity and materials. They will also get the service component, just like they have with their semi equipment. AMAT also has a much wider moat than the 3d printer names. Micro machines will become just like semis, with new uses and applications we haven't even dreamed of. This section of the mems world is small and will grow the most. To see these radically changing medical and especially surgery is not even a stretch. Very small and even micro robots will change everything and present new and even some very scary challenges such as guided bullets or even miniature missiles that become fast, cheap and pervasive. Micro spy/observation robots/drones will also present unheard of opportunities and challenges.
One area of mems where it is easy to see the growth is in labs on a chip. Just like processors/computers where unheard of and became pervasive, labs on a chip will become an everyday device. We already carry around the processing and display interface, all we need to do is add the lab. We already have a simple lab chip in some of our newer smoke detectors which themselves will become far more functional and sophisticated in the future. To see the day in the future where labs on a chip become a part of all the multiple environments we live and work in as well as something we wear is just seeing the obvious. The necessity of lowering medical costs alone will push them into the same level of distribution as a cell phone. An ounce of prevention is worth a pound of cure and labs on a chip will make it possible to measure our not only our state of health, but our performance and efficiency. This will not only open up technological frontiers, but social and legal ones. They will extend even into the poorest and remote areas of the globe, just like cell phones.
This is just the barely a whiff of what's yet to come and I feel that if anything, most are grossly underestimating the impact of mems because they are not looking at the massive intersection approaching where we see processors, 3D printing, mems, AI, and a vastly more pervasive and faster wireless web all meet. This massive intersection is being made all the bigger by the massively increasing capabilities we bring by the geometric improvements in all technologies, increases in types and forms of education (SemWiki), communications and forms of collaboration. All these are being grossly underestimated.
Daniel, I admire you greatly and think you have underestimated or maybe not, the impact SemiWiki can have on the world. Semiwiki is a very powerful tool of collaboration and education. Just look at me, totally out of my knowledge and comfort zone, yet able to benefit from SemiWiki. I have got others from outside the field, but technical, reading SemiWiki. Maybe a SemiWiki light or intro section? The most intelligent person I ever met was a private educator who leveraged technologies in education and made a difference in the world. I have no doubt you have worked, entertained, stayed and educated yourself in buildings her students designed and built numerous times and met the some of the thousands their thousands of people their businesses employ (she had the most sophisticated contractors license school in the nation if not the world, located in San Leandro).
I feel you are in a position with far more potential than even you realize. My personal belief is that we live in only two states, we are either growing or dying. I have done both and intend to be growing until the moment I cease living.
Maybe I have been a bit to much, but I have entered a section of the world I barely know existed outside of the science fiction books I have read. Now it's becoming science reality and the boundaries are being pushed faster, wider and farther than even I have imagined. I am a total outsider as an investor, all I can do is look for opportunities and hope people follow and allocate the thought and financial fuel to make things happen. This is all I can do, but even this can become a very powerful tool limited only by me. I hope everyone can reach beyond their limits for the challenges are there.
Take Care and Enjoy the Day, ART