Two Biggest Deals Ever, CoolantClear Rev 2 & the Flywheel Finally Kicking In

Michael opens with something he hasn't been able to say in a while — things are calming down. Passive revenue is growing, repeat customers are showing up, and he's starting to feel less like the linchpin of every transaction. Matt, meanwhile, is deep in financial planning for a line of credit renewal that has to account for two of the largest projects in Develop's history landing back to back in 90 days, with multi-million dollar material procurement timelines to match.On the sales side, Develop closes one of its biggest deals to date — booked for Q3 to fit existing capacity — while Michael sells through his entire CoolantClear inventory and launches Rev 2 with domestic machining, an integrated solenoid, and a redesign that expands compatibility to Brother machines. The Spindle Storm billet chip fan is also weeks from launch at $129, going head to head with a $400 competitor. Matt credits Claude and connected HubSpot and QuickBooks data for building his most thorough bank model yet.Engineering covers Develop's full mechanical team locked on the complex case packing machine through Q2, a FANUC training week for team members, and a growing facility question — add 12,000 square feet onto the current building, or move entirely? Michael wraps with a candid take on AI-driven ad optimization: out of roughly 100 SKUs, Google Shopping ads were only profitable on about a dozen. Turning the rest off nearly doubled ROAS overnight.