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When Eclipse Partner Jiten Behl joined @Rivian in 2015, the company had a big vision, but little else.
In the first episode of our new Operators with Capital series, Jiten shares lessons from building Rivian’s West Coast operations from scratch and why the right team is the at company.
bit.ly/4jW3jb5
In the first episode of our new Operators with Capital series, Jiten shares lessons from building Rivian’s West Coast operations from scratch and why the right team is the at company.
bit.ly/4jW3jb5
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We're proud to announce the promotions of Ryan Gibson and Michael Laser to Partner at Eclipse!
Both former founders, they bring the experience and conviction to build companies from formation to industrial scale.
Please join us in congratulating them!
bit.ly/4jLvF7U
Both former founders, they bring the experience and conviction to build companies from formation to industrial scale.
Please join us in congratulating them!
bit.ly/4jLvF7U
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“The most difficult part of physical AI is the physical part.” — Eclipse Partner @charlythuo
As robotics investment surges, the real challenge is moving from demos to deployment at scale.
Charly shares his perspective with @BusinessInsider's @ryajetha: bit.ly/3W6kMUt
As robotics investment surges, the real challenge is moving from demos to deployment at scale.
Charly shares his perspective with @BusinessInsider's @ryajetha: bit.ly/3W6kMUt
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From day zero to industrial scale.
Congrats to @BedrockRobotics on its $600M Series C!
Proud to have helped build Bedrock from the ground up alongside an exceptional founding team and to see its vision for autonomous construction becoming a reality on job sites nationwide.
Congrats to @BedrockRobotics on its $600M Series C!
Proud to have helped build Bedrock from the ground up alongside an exceptional founding team and to see its vision for autonomous construction becoming a reality on job sites nationwide.
Today we’re announcing a $600M Series C, co-led by @CapitalG and @emergencecap, to bring fully autonomous machines to more job sites across the U.S.
We want autonomous equipment to become beautifully unremarkable, as ordinary on a job site as GPS or grade control.
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From company formation to $1B+ in customer commitments in just three years.
@peakenergytech is building at remarkable speed. Today, the company announced a $108M Series B to accelerate manufacturing and scale its sodium-ion energy storage technology. More from @business's @HiMichelleMa: bit.ly/4hZjxz1
@peakenergytech is building at remarkable speed. Today, the company announced a $108M Series B to accelerate manufacturing and scale its sodium-ion energy storage technology. More from @business's @HiMichelleMa: bit.ly/4hZjxz1
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Eclipse retweeted
Announcing Prosperity One: a proposed 6.6 gigawatt nuclear campus in Lewis County, Kentucky
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Eclipse retweeted
NEWS 📣 Reliable has raised new capital and officially surpassed $1B in valuation.
📍We’re expanding: new offices in Seattle, WA & San Diego, CA.
We're moving fast to build certified autonomous flight systems that make aviation safer and more accessible
reliable.co/pr/reliable-ro…
📍We’re expanding: new offices in Seattle, WA & San Diego, CA.
We're moving fast to build certified autonomous flight systems that make aviation safer and more accessible
reliable.co/pr/reliable-ro…
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Congratulations @jimkxa and @tenstorrent team!
We raised $1.5B to deploy Galaxy globally.
Thanks to our lead investors Trace Capital and Innovation X for backing that growth.
More to come: tenstorrent.com/newsroom/tenst…
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Eclipse retweeted
@kevinmpeterson1 joined @foxglove's @adrianmacneil at Disrupt this week on why deep tech companies stall between prototype and production.
Thanks to @kirstenkorosec at @TechCrunch for having us. Session linked below.
Thanks to @kirstenkorosec at @TechCrunch for having us. Session linked below.
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Eclipse retweeted
Oxide co-founder @bcantrill believes every VC wants to be contrarian, but most get cold feet when an actual contrarian bet is staring them in the face.
"Everybody loves contrarian. But no one actually wants a zero."
"Everybody loves contrarian. But no one actually wants a zero."
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Eclipse retweeted
Monster hire by @Mind_Robotics
Ford’s former EV and software chief will run Rivian’s robotics spinoff at a time of maximum hype for physical AI. theverge.com/transportation…
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Eclipse retweeted
So, @adamhjk is spot-on here -- and to a degree that was honestly surprising. Aren't all startups either fundmakers or zeroes? As it turns out, no -- or at least not to the degree that we were...
It took us a while to see the pattern, but because of this starkly bifurcated potential outcome, we were REALLY divisive within partnerships: over and over again, we had partnerships tell us that their normally genteel firm had nearly come to blows over Oxide. (Always when they passed, BTW!) The level of discord was surprising: there were partners who quit their firms over Oxide (more than one!) -- and there was one who LEFT VENTURE after their firm passed on Oxide (!!).
Of course, it wasn't over Oxide per se, but rather over the disagreement about us, as it highlighted a deep fracture in the firm -- one that went to the heart of what venture capital MEANS. For us, for our advocates, and for the partners that championed us within their firms, we were the epitome of what VC should be -- and when their partnership passed, it caused them to question their own career trajectory.
Which of course made it that much more satisfying when we discovered firms like @EclipseVentures: they saw what we saw -- and were unafraid.
So to the ones who invested, thank you for being believers; it is obviously thrilling for us to make good on your belief in us. And to the ones that lost the fight over Oxide within their partnerships: we see you, and we know that you believed in us too -- and hope that your career since has been blessed with colleagues who share your boldness!
It took us a while to see the pattern, but because of this starkly bifurcated potential outcome, we were REALLY divisive within partnerships: over and over again, we had partnerships tell us that their normally genteel firm had nearly come to blows over Oxide. (Always when they passed, BTW!) The level of discord was surprising: there were partners who quit their firms over Oxide (more than one!) -- and there was one who LEFT VENTURE after their firm passed on Oxide (!!).
Of course, it wasn't over Oxide per se, but rather over the disagreement about us, as it highlighted a deep fracture in the firm -- one that went to the heart of what venture capital MEANS. For us, for our advocates, and for the partners that championed us within their firms, we were the epitome of what VC should be -- and when their partnership passed, it caused them to question their own career trajectory.
Which of course made it that much more satisfying when we discovered firms like @EclipseVentures: they saw what we saw -- and were unafraid.
So to the ones who invested, thank you for being believers; it is obviously thrilling for us to make good on your belief in us. And to the ones that lost the fight over Oxide within their partnerships: we see you, and we know that you believed in us too -- and hope that your career since has been blessed with colleagues who share your boldness!
When Oxide was an early idea, I wound up in several conversations with investors about it. The bet was always a good one: that what enterprises will want is to own the compute layer, and that great software married to great hardware unlocks it.
It's the kind of bet that venture capital is made for. If they're right, Oxide can win in a huge market that's grown fat and happy, and provides systems everyone hates to work with - it can be a huge company. If they're wrong, well - it goes to zero and burns a lot of capital as it goes down.
Not every investor could see it - sometimes because they didn't like the bet, sometimes because it didn't fit their own investment thesis, sometimes because the idea of building real world things was too much. But Bryan and Steve could see it, and they found the folks who could, and the proof is here: a profitable new enterprise hardware company, growing its own at-scale manufacturing.
It makes me proud of my friends who built it, and it's the kind of success that makes me glad I choose to make a career building venture backed startups. Sometimes the good ones win!
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We first backed @oxidecomputer at the seed stage in 2019, and today we're proud to lead its $445M Series D.
What started as a bold vision is now a profitable business with demand outpacing supply.
This is what building from idea to industrial scale looks like.
More from Eclipse Partner @SethWinterroth: bit.ly/4hReUWa
What started as a bold vision is now a profitable business with demand outpacing supply.
This is what building from idea to industrial scale looks like.
More from Eclipse Partner @SethWinterroth: bit.ly/4hReUWa
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Eclipse retweeted
Last week, @The_TrueAnomaly brought together 500+ A&D engineers, operators, and warfighters at our new Long Beach location.
Our adversaries aren’t slowing down in space. Neither can we. Thankfully, @jollyrogersta and the team at True Anomaly are leading the way 🇺🇸
Our adversaries aren’t slowing down in space. Neither can we. Thankfully, @jollyrogersta and the team at True Anomaly are leading the way 🇺🇸
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“In the U.S., we’ve figured out vibe coding. In China, they’ve figured out vibe manufacturing.”
Following a recent trip to China, Eclipse Partner @charlythuo draws on his experience scaling manufacturing at @Tesla and @Rivian to share his perspective on China's robotics eans for U.S. companies.
More from @BusinessInsider's @ryajetha: bit.ly/4zlQdZ9
Following a recent trip to China, Eclipse Partner @charlythuo draws on his experience scaling manufacturing at @Tesla and @Rivian to share his perspective on China's robotics eans for U.S. companies.
More from @BusinessInsider's @ryajetha: bit.ly/4zlQdZ9
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Eclipse retweeted
"Electron E1 is shipping, customer demand is accelerating, and the same architecture is scaling from physical AI to the datacenter." Greg Reichow, Partner, @EclipseVentures
#ElectronE1 #EnergyEfficiency
#ElectronE1 #EnergyEfficiency
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Eclipse retweeted
Reshoring lasts when American factories win on cost, speed and quality. ⚙️
Thanks to @cantorfitzgerld for hosting CEO Kevin Kassekert @kakassekert alongside Jon Biele (OSC) and Toby Symonds (IperionX) at today's Defense Tech & Space Economy Summit. #DefenseTech #Reiuild
Thanks to @cantorfitzgerld for hosting CEO Kevin Kassekert @kakassekert alongside Jon Biele (OSC) and Toby Symonds (IperionX) at today's Defense Tech & Space Economy Summit. #DefenseTech #Reiuild
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What if physics stopped being a bottleneck to building the physical world?
@VinciPhysics is giving engineers real-time insight into how their designs will perform as they build.
Now, with a $250M Series B at a $1.5B valuation, Vinci is expanding across more physics, more engineering disciplines, and ultimately more of the hardware economy.
Eclipse believed in this vision from the beginning and are excited for what’s ahead.
For more: bit.ly/479fp9h
@VinciPhysics is giving engineers real-time insight into how their designs will perform as they build.
Now, with a $250M Series B at a $1.5B valuation, Vinci is expanding across more physics, more engineering disciplines, and ultimately more of the hardware economy.
Eclipse believed in this vision from the beginning and are excited for what’s ahead.
For more: bit.ly/479fp9h
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Eclipse retweeted
Edition #17: 51 New Funds, 50 Fund of Funds LPs, Q2 2026 Performance Benchmark
The latest (September, 2026) edition of our monthly newsletter is live – a curated snapshot of the news and insights emerging managers and LPs should actually pay attention to.
5 most interesting on:
> Only 49 of 146 funds of funds actually back emerging managers, and a list of those who make the call inside them
> @cartainc's Q2 2026 data: 64% of VC capital now goes to $100M+ funds (vs. 38% in 2017), and the median $100M-250M fund has 45% fewer LPs than four years ago
> @EricNewcomer's first VC Sentiment Report: 344 off-the-record quotes from 25 top VCs, including Midas List investors, managing $100B+ in AUM
> @samhuleatt: more LPs pay 5% upfront to skip carry, saving $700K on a 3x co-invest
> How @EclipseVentures, founded by Lior Susan with @sequoia veteran Pierre Lamond, turned a ~$147M bet on AI chipmaker @cerebras into ~$2.5B at IPO and now manages $12.5B
👉 Read it now and join a community of 4,000+ VC/LP subscribers: murphcapital.substack.com/p/edition-17-5…
The latest (September, 2026) edition of our monthly newsletter is live – a curated snapshot of the news and insights emerging managers and LPs should actually pay attention to.
5 most interesting on:
> Only 49 of 146 funds of funds actually back emerging managers, and a list of those who make the call inside them
> @cartainc's Q2 2026 data: 64% of VC capital now goes to $100M+ funds (vs. 38% in 2017), and the median $100M-250M fund has 45% fewer LPs than four years ago
> @EricNewcomer's first VC Sentiment Report: 344 off-the-record quotes from 25 top VCs, including Midas List investors, managing $100B+ in AUM
> @samhuleatt: more LPs pay 5% upfront to skip carry, saving $700K on a 3x co-invest
> How @EclipseVentures, founded by Lior Susan with @sequoia veteran Pierre Lamond, turned a ~$147M bet on AI chipmaker @cerebras into ~$2.5B at IPO and now manages $12.5B
👉 Read it now and join a community of 4,000+ VC/LP subscribers: murphcapital.substack.com/p/edition-17-5…
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