Marathon Partners' Mario Cibelli on how $XMTR is creating a marketplace for industrial manufacturing

In this episode of Yet Another Value Podcast, Andrew Walker interviews Mario Cibelli about Xometry (XMTR), a company aiming to create a marketplace for bespoke parts and custom manufacturing. Cibelli explains that Xometry addresses the inefficiencies in the fragmented market of job shops by providing a platform where buyers can easily source unique parts and suppliers can fill excess capacity. Xometry offers instant quotes, taking on the risk of estimating part costs and providing certainty to buyers. The discussion covers the potential for network effects, the risk of suppliers bypassing the platform, cyclicality, and valuation. Cibelli views Xometry as a high-risk, high-reward investment, emphasizing the importance of the management team's execution in realizing the company's potential.