The Cost Structure of Nanomaterials

Arno Held, Managing Partner of AM Ventures, joins Alex and Danny for an episode heavily focused on recent VC deals, from series A to C+ across the globe, including ARRIS Composites, Quantica, Boston Micro Fabrication, and stealth-mode start-up Fluent Metal. IPOs from Farsoon and XJET are discussed; with some commentary on the latest quarterly results from the public markets showing a soft capital equipment market, but a more optimistic outlook for service providers. The trio also comment on the CFO resignation and NYSE non-compliance notice of Markforged (NYSE: MKFG). Time stamps of the episode below! 0.00: Introductions - Arno’s background and AM Ventures 9.40: Farsoon IPO 14.58: XJET IPO 21.05: Arris Composites Series C-1 25.45: Caracol AM Series A 31.43: Quantica Series A 38.25: Zellerfeld 3rd seed round 33.38: Wayland Additive new funding 47.05: Boston Micro Fabrication Series C+ 49.57: Lynxter Series A 51.40: Fluent Metal seed funding 54.00: 3D Systems acquires Wematter 57.40: Public markets Q1 results, including departure of Markforged CFO Mark Schwartz