Hardware vs Software Constraints

Brett Adcock explains why he transitioned from software to hardware companies, highlighting key differences in business validation and execution.

Why Hardware Can Be Easier Than Software

• Physics provides clear constraints and rules

  • No need to invent new physics equations
  • Understanding of how components will behave
  • Clear technical boundaries to work within

• Demand validation is simpler

  • Can identify existing problems with clear demand
  • Example: 60M people driving in LA, 6M taking over an hour for short trips
  • Don't need to convince people to want the solution
  • Market size is more predictable

Software Business Challenges

• Requires constant market validation

  • Have to convince people to want the product
  • Infinite options on what to build
  • Must hope you're building the right thing

• Complex operational dynamics

  • Retention challenges
  • Competitive threats
  • Constant feature development needed
  • Many variables to "keep the wheels turning"

Keys to Hardware Success

• Focus on technology development

  • Frequent iteration cycles
  • Measuring progress between iterations
  • Clear metrics for improvement

• Execution priorities

  • What doesn't matter:
    • Marketing
    • PR
    • Who you raise capital from
    • TechCrunch articles
  • What matters:
    • Technology development speed
    • Iteration frequency
    • Measurable progress

Real World Example: Figure Robotics

• Clear market demand

  • Half of GDP goes to human labor wages
  • Labor shortages in warehouses
  • 15% daily employee no-shows
  • 50-150% annual turnover
  • Companies saying "we'll buy a million if you can build it"

• Technology-focused approach

  • Building within known physics constraints
  • Focused on demonstrating commercial viability
  • Emphasis on getting robots into real applications