look at xometry. finding the right shop is such a pain that buyers pay them almost a billion a year to do it instead. so apparently the interface is a product. for years i sold this kind of interface to shops moving to the on-demand, pay-upfront model. but the hard slice of the mfg puzzle (precision actuators, reducers, encoders) is still missing. no catalog, no buy now button, no lead time, no domestic option. the fortresses like anduril and tesla build it themselves. its rational when the middle is empty. but it does not close the gap. it leaves a hole in what should become a dense supply chain. so the next three-person team still starts on components from china anyway. or must raise vc money to build another vertical fortress. where does this leave us?