We're building an AI tool and die maker. Never officially launched on HN but was YC W21 (https://atomic.industries). I would argue this is one of the most challenging intersections of software and hardware in the world. We are building a vertically integrated system that can design and fabricate tooling (injection molds, etc).

Consider broadening your scope. Your offering appears to target a manufacturing stage where it its value-add is relatively capped: since tools, materials and processes are already specified. While generative specification of mould assemblies is powerful, we all know fabrication is the main pain point. Other process geometries such as jigs and fixtures can be similarly critical and deliver more value more quickly and this leads in to questions of flow (handling/storage/palletizing), even machine tool worktable systems.

Huge amounts of money are routinely lost on poor process investments due to invisible process alternatives. Be any part of a general solution there, and you're at the table before a factory is built, when it has resource allocation questions, to tune maintenance processes, or when it needs new revenue streams.

While it's hard to be all things to all people, simply having an integrated offering with an MVP in each major process engineering zone will help immensely. It's certainly more than the big players have tabled (who are addicted to consulting on the status quo), and would therefore set you up well for acquisition.

The rise and success of many of today's tech giants has simply created a fertile environment of mature technologies that a future class of deep tech companies replacing them will use. Value is cyclical, the worth of FAANG and their ilk will pass.