Counterintuitively, the "move fast and break things" mantra fails in hardware. Mock Industries achieved a 71-day aircraft development cycle not by rushing tests, but by investing heavily in software and hardware-in-the-loop simulation to run thousands of virtual cases before the first physical flight.
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Boom's founder describes Mojave's aerospace community as "hacking on airplanes" like software. This mindset involves resourceful, rapid, and iterative prototyping, challenging the slow, traditional processes in capital-intensive industries and enabling faster progress with less capital.
Next-generation hardware companies like SpaceX now operate like software firms, with designs and requirements changing daily. This departure from the rigid, top-down 'waterfall' process creates a new market for agile collaboration tools, analogous to how GitHub emerged to serve agile software teams.
Successful "American Dynamism" companies de-risk hardware development by initially using off-the-shelf commodity components. Their unique value comes from pairing this accessible hardware with sophisticated, proprietary software for AI, computer vision, and autonomy. This approach lowers capital intensity and accelerates time-to-market compared to traditional hardware manufacturing.
Software companies struggle to build their own chips because their agile, sprint-based culture clashes with hardware development's demands. Chip design requires a "measure twice, cut once" mentality, as mistakes cost months and millions. This cultural mismatch is a primary reason for failure, even with immense resources.
Unlike software, hardware iteration is slow and costly. A better approach is to resist building immediately and instead spend the majority of time on deep problem discovery. This allows you to "one-shot" a much better first version, minimizing wasted cycles on flawed prototypes.
In high-stakes fields like medtech, the "fail fast" startup mantra is irresponsible. The goal should be to "learn fast" instead—maximizing learning cycles internally through research and simulation to de-risk products before they have real-world consequences for patient safety.
Boom Supersonic accelerates development by manufacturing its own parts. This shrinks the iteration cycle for a component like a turbine blade from 6-9 months (via an external supplier) to just 24 hours. This rapid feedback loop liberates engineers from "analysis paralysis" and allows them to move faster.
Returning founder Jamie Siminoff cut an 18-month hardware development cycle to under 7 months. He did this by challenging the "why" behind every process step and eliminating generous time buffers, arguing that excess time guarantees that delays will fill it.
Facing bankruptcy in the 90s, NVIDIA couldn't afford to build a physical prototype for its make-or-break NV3 chip. The team relied entirely on simulation, a high-risk strategy that paid off and saved the company, ironically foreshadowing its future dominance in creating hardware for complex simulations.
Anduril's R&D building houses machine shops, labs, and a 'dev test area' designed specifically to break products. By putting engineers across the parking lot from facilities that can rapidly prototype and test for failures (e.g., saltwater corrosion, vibration), they create an extremely tight feedback loop, speeding up iteration.
