AI hardware design gets faster, manufacturing matters more: owning the full stack is the moat
espricewright · x · 2026-11-10
An essay analyzes how models like Fable 5.2 are disrupting hardware design: PCB design is file-based work, and functional design will be commoditized. The durable value lies in bridging design file to physical board — requiring live data on part availability, fab capabilities, and cost, which you only control by actually manufacturing hardware. Once models can design boards and write firmware on demand, manufacturing becomes the only bottleneck, making full-stack ownership more important than ever.
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