What is Bambu’s motivation here? What do they get for damaging their credibility like this? Just usage data? Training a model on everyone’s STL files?

Wild speculation here obviously, but it could be a regulation play--there's a lot of potential legislation that would regulate what you can legally 3D print, which would warrant a system to be the age-verification equivalent for 3D printing.

If this is the angle then I'm even more suspicious that they're secretly pushing for the legislation so when it goes into effect they'll effectively be the only game in town.

This is admittedly a bit tinfoil hat, but they wouldn't be the first company to attempt to legislate away the competition.

I mean, they would not be the first big corporation to pull exactly this move.

They are also subsidized by the Chinese government and are paying for users exclusively hosting on MakerWorld. Their move is obviously complete market capture, not sustainable finances at this point.

There is a lot of things going on. We can only speculate, but it sure ain't going to benefit end users.

I've wondered the same thing because lately I've noticed a bunch of consumer companies forcing cloud-required models where it's not necessary and many/most users have no need for whatever features cloud connectivity may provide. Yet the companies keep insisting on it even when there's significant user blow back and bad brand PR. When they even bother to comment on "why", the answers never make much sense.

When it's companies based in the U.S. or EU, like Chamberlain / LiftMaster garage door openers, it's pretty obvious they plan to monetize some cloud services subscription for upgraded features beyond the free basic tier as well as probably selling consumer data.

However, the China-based companies like Bambu Lab (and many others) are more puzzling because meaningful ongoing subscription revenue seems unlikely. Especially in the case of lower-end consumer tech peripherals where the companies usually invest as little as possible in their websites, ongoing feature updates or direct end-user support. Which makes no sense if they really aspire to build long-term subscription revenue. Here's my theory: the Chinese government is quietly compelling them to require cloud connections to China-based data centers as a long-term strategy.

I'm not even saying the companies are some direct arm of the Chinese government or planting nefarious firmware. I think that's too likely to be caught if done at mass scale and it's not even necessary. As long as the cloud servers are in Chinese data centers, the Chinese government can get consumer IP addresses and usage data just from passive packet sniffing and if things turn icy with some foreign countries, they can cause a lot of turmoil simply by selectively blocking packets at the firewall to brick millions of consumer devices.

I know it maybe sounds paranoid and, to be clear, I'm not claiming Bambu Labs specifically is doing this. I actually came up with this theory before I ever heard of Bambu Labs because I have a lot of inexpensive Chinese home automation devices and was surprised by their bizarre insistence on forcing cloud connectivity despite there being no apparent business model incentive and these smaller-scale Shenzen hardware companies showing zero enthusiasm for making a real business out of cloud services. Their cloud implementations are almost invariably the bare minimum possible and seem woefully underfunded. After all, for a low-margin hardware peripheral, every dollar spent running a no-revenue cloud after the sale is pure overhead in a business that live or dies by pennies. It's almost like requiring a cloud connection is an export tax the company is paying just to be left alone to sell their hardware overseas.

For home automation gear, cloud-connectivity is a non-starter in my book. In some cases, it's literally built into our walls, so I only buy devices which will work on a local-only subnet or on which I can install open source firmware like Tasmota or ESPHome.

>lately

it's been going on since the fucking cloud-into-everything fad started ~15 years ago

This. No conspiracy tin foil hat bs, just money. Everything got cloud because investor story time, just like everything has AI now, in every talk I have with either my boss, potential partners and clients its: “where is the AI”? (Source: i am in China). There are a couple of other things that other can maybe highlight, like how every one is blocking Chinese IP’s and vice versa, maybe something on the legislative side also? Not sure. Something something malice/incompetence

Bambu had any credibility to lose? Isn't this behavior exactly what was expected from them?

People just ignored it because, shiny!

Probably regulations, there are a few states trying to make it illegal for felons to own 3D printers by EOY. These things are about to get regulated like firearms, which is wild.

More strictly than firearms, in fact.

Some of the proposed 3d printer laws will require printers being sold to be capable of evaluating what you are using them for and blocking “bad” usages. I’m not aware of any such legislation around firearms.

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