Independent strategy research
I work on the strategic, economic, and organizational questions shaping additive manufacturing — where value is created, how scale is achieved, and what winning looks like in practice.
From pilots to scale
Additive manufacturing has reached a point where technical capability is no longer the primary constraint. Across industries, the harder problems are strategic: where AM creates durable advantage, how it integrates with conventional manufacturing, and which operating models enable scale beyond pilots.
I focus on the questions at the intersection of manufacturing, economics, and organizations. I see AM as an emerging industry system — shaped by cost structures, value chains, standards, ecosystems, and managerial decision-making.
AM is an industry system — not a collection of technologies.
01
The core question is where value is created, captured, and competed away — from materials and machines to software, services, integration, and end-use applications. Scaling means tracing how that value shifts as volumes grow and use cases mature.
02
As AM scales, firms are pulled into broader ecosystems: suppliers, customers, platforms, standards bodies, and institutions. What works at small scale requires coordination, alignment, and negotiation. Scaling means navigating dependencies and shared constraints — not just head-to-head rivalry.
03
Firms still operate inside the economic realities of existing industries — cost structures, competitive dynamics, and regulation. The challenge is how to work within those realities while shaping new roles, partnerships, and value creation.
Essays
18 September 2026·10 min
A €0.4bn company with the business breadth of a €200bn one. What it becomes in five to ten years — and why trimming is the likeliest path.
Read the essay17 August 2026·8 min
Hardware specifications will not decide the AM competition. The companies that embed themselves in customer workflows will.
Read the essay
About
20 years’ strategy work across government, global manufacturing (Siemens Energy, GE), academia (UNC Chapel Hill), and independent strategy research.
I focus on how value is created, captured, and sustained as additive manufacturing moves from pilots to industrial reality, and how this matters in high-stakes strategic decisions.
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