

Vendra (YC S24)'s Shan Mohta on why US manufacturing capacity is really a data problem
"No one in hardware wants to be sold more software. They just want their parts to show up so they can build their hardware faster." - Shan Mohta, Co-Founder and CEO at Vendra (YC S24) Shan Mohta is Co-Founder and CEO at Vendra, a Y Combinator-backed manufacturing marketplace that uses AI to connect engineering teams with the right US-based manufacturers for custom parts across capabilities including CNC machining, injection molding, and 3D printing. Before founding Vendra, Shan spent six years as a product design engineer at Microsoft, Apple, and Skydio, working on products including HoloLens 2, Vision Pro, and autonomous drones. He joined Lisa Bounds and Ellen Cox on Manufacturing the Future to discuss why existing US manufacturing capacity is underutilized, and how better data and supplier orchestration can compress the timeline from design to finished part. In This Episode: Shan shares how his frustration sourcing complex parts at Skydio led him and his cofounder to launch Vendra after being accepted into Y Combinator in Summer 2024. The company pivoted throughnine product iterations in six months before landing on what became its central thesis, that hardware teams want outcomes, not another software tool. Vendra now builds a data layer across US manufacturers, tracking equipment, capacity, certifications, and tribal knowledge to route each part to the best-fit shop at any given moment. Shan explains why the US already has enough factory capacity and the real gap is the data infrastructure to use it effectively, drawing a direct comparison to China's hyperlocal, state-sponsored manufacturing networks. He breaks down the added complexity of aerospace and defense production, where compliance requirements, multi-step finishing processes, and cross-supplier orchestration turn a single part order into a weeks-long coordination effort that Vendra aims to automate into a turnkey solution. Topics: Pivoting from SaaS to an outcomes-based manufacturing marketplace Building a supplier data layer across US manufacturing capacity Why existing US factory capacity remains underutilized Aerospace and defense compliance and multi-step production complexity Compressing the design-to-finished-part timeline through better routing How China's manufacturing edge comes from network coordination Distinguishing real market signals from friendly encouragement as a founder Why AI solutions without execution experience fall short in manufacturing Download, Listen, and Subscribe Apple | Spotify | YouTube


















