Eclipse partners with innovators transforming the physical economy — strengthening the resilience, competitiveness, and security of critical systems.
Joined February 2018
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109 Photos and videos
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May 14
.@cerebras' IPO is a defining moment for AI infrastructure. Eclipse co-led the company’s Series A a decade ago, backing the belief that AI would require a fundamentally new computing architecture.
Today, Cerebras’ wafer-scale systems are powering the next era of AI across research, healthcare, energy, and sovereign infrastructure.
Congrats to @andrewdfeldman and the entire @cerebras team on an incredible milestone!
Read more from Eclipse Founder and CEO Lior Susan: bit.ly/49I7pxt
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GM is pushing into stationary electricity storage through a partnership with startup Peak Energy, tapping into both a growing market fueled by demand from AI and investor hype that recently boosted rival Ford's shares bloomberg.com/news/articles/…
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Jun 9
More than 70 pecent of the end-of-life lithium-ion batteries in the US flow through Redwood Materials to be recycled into their base elements. Redwood is now the largest Cobalt producer in the US, as a result.
We spent a day with Redwood's CEO JB Straubel to see the whole operation in action. corememory.com/p/redwood-mat…
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Earlier today @alexgkendall and I took Pierre Lamond, one of godfathers of modern computing, for autonomous ride in a @wayve_ai car.
Over the course of the ride he shared wisdom on how to keep a high growth org focused, key marketing strategies, and of course pushed us on why we aren’t moving fast enough! There may have been a Fairchild story or two as well. What a legend!
95 years old and still pushing us all to raise our standards higher. Blessed to have him as a mentor.
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Jun 8
New Tank Talks: @AidanMadiganC of @EclipseVentures on the brutal truth about hardware and physical AI.
Apple Watch lines. Samsara to IPO. Now investing at the intersection of atoms and bits.
Why China can turn an idea into a product faster than anyone, and what the US and Canada must understand.
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Everyone talks about doing what you love
Not enough people talk about doing it with people you love and respect
That's the secret sauce at @EclipseVentures
(Not pictured, Lior on a horse 😂)
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Jun 2
Cerebras did what the industry calls impossible: turned an entire 46,225mm² wafer into one chip. Defects on silicon that big are inevitable, so they built in redundancy and custom per-batch masks that route around every bad core, landing near 100% usable wafers. The results: 900,000 cores and 44GB of SRAM on a single piece of silicon, no packaging, no off-chip hops. And they're not stopping there, now exploring hybrid bonding a DRAM wafer on top for even more fast memory. (1/4) 🧵
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Jun 4
Thank you for having Lior on the show this morning, @MorganLBrennan and @CNBCMorningCall!
Jun 4
Top VC investor on the balance between expectations & actual growth in the tech sector @EclipseVentures
cnbc.com/video/2026/06/04/to…
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Jun 3
What happens when world-class autonomy founders partner with deep industrial expertise before a company is even formed?
@BedrockRobotics.
From market exploration to company formation, Eclipse helped shape the path from concept to category leader in construction autonomy.
Read more: bit.ly/4fptjtb
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Jun 2
A prototype proves something can be built.
Scale proves a company can survive.
Many hardware startups focus on technology differentiation. The best ones also obsess over manufacturing, supply chains, and operational learning from day one.
Eclipse Partner Greg Reichow's new Industrial Scaling Playbook explains why: bit.ly/4aoPmg9
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May 29
Today, I’m proud to announce the launch of Wayve Labs: @wayve_ai's frontier research unit for Embodied AI. 🧵
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Cerebras congratulates our investors for making the Midas List.
Eric Vishria, Steve Vassallo and Lior Susan led our series A.
Thomas Laffont led our series B and Brad Gerstner our series D and E.
We thank them for their extraordinary support over more than a decade and we congratulate them on their recognition.
CC: @ericvishria, @vassallo, @EclipseVentures, @thomas_coatue & @altcap
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May 27
Just incredible 🤯🤯
May 27
We are back again :) After three weeks of quiet building.
Introducing Genesis World 1.0, our latest simulation platform, the second release in our full-stack suite. Open-sourced.
Robotics is still bottlenecked by the 1× speed of the physical world. Every model, checkpoint, and data recipe eventually needs to be tested on physical hardware, slowly, expensively, and with limited coverage.
One hour in reality can become 100 days in simulation. That is how robotics model iteration moves from a wall-clock bottleneck to a compute problem.
To make this work, simulation has to be both fast and trustworthy.
Over the past year, we rebuilt the entire stack: a GPU-accelerated cross-platform compiler, penetration-free multi-physics contact solvers, unified rigid and deformable physics, and a photo-realistic renderer purpose-built for physical AI applications.
We built Nyx, a high-performance path-traced rendering engine for robotics application.
Genesis World 1.0 achieves near realtime performance with our latest development for penetration-free IPC solver, supporting various types of deformables beyond rigid bodies. It supports contact-rich, dexterous manipulation simulation across different embodiments: unitree, sharpa, wuji, genesis hand and various types of grippers.
Under the hood is Quadrants, our effort in pushing forward cross-platform GPU-accelerated computation. Quadrants started as a fork of Taichi, and we rebuilt most of the critical parts for optimizing simulation workloads, giving 10x faster launch time and up to 4.6x runtime performance compared to the initial Genesis release.
Together, they bring us to an unprecedentedly low sim-to-real gap, enabling zero-shot real-to-sim model evaluation and much faster iteration of GENE.
All available today.
Genesis World 1.0: github.com/Genesis-Embodied-…
Quadrants: github.com/Genesis-Embodied-…
Nyx: github.com/Genesis-Embodied-…
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May 27
@EclipseVentures This hit. Building hardware taught me the same — design decisions made in week 1 compound into manufacturing nightmares 18 months later. Involve the factory before the CAD is frozen.
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May 27
Honored to see Eclipse Founder and CEO Lior Susan included on this year’s Midas List.
For us, the real story behind this year’s Midas List recognition is the founders and operators building alongside us every day.
At Eclipse, we’ve always believed the next generation of iconic companies would come from rebuilding the physical world — and it’s been a privilege to help build companies like @cerebras, @The_TrueAnomaly, @wayve_ai, @VulcanForms, @BedrockRobotics, and more, alongside extraordinary founders and teams doing exactly that.
May 27
The Midas List for 2026 is now live.
The list is celebrating its 25th anniversary - and comes with a record-breaking number of newcomers, and returnees, driven by the rocketing valuations of SpaceX and other AI startups
Here’s the full list
forbes.com/lists/midas/
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May 26
“Design for manufacturability” sounds smart until it becomes an excuse to optimize too late.
The best hardware companies don’t bolt manufacturing on after design. They embed manufacturing, suppliers, and process engineering from day one.
The latest piece from Eclipse Partner Greg Reichow's Industrial Scaling Playbook breaks down why:
• 70–80% of manufacturing cost is locked in during design
• Ramping with unresolved manufacturability issues destroys capital efficiency
• Great engineering teams remove parts and complexity instead of adding them
• The companies that win innovate in BOTH product manufacturing
In hardware, quality and scale aren’t downstream problems — they’re design decisions.
Read more: bit.ly/4uvgoKT
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The future of maritime autonomy is being built in America.
Ahead of next week's #Sail250 New Orleans events hosted by the New American Industrial Alliance, including a tour of Conrad Shipyard, we're excited to share a preview of Blue Water's Liberty Class MUSV (Medium Unmanned Surface Vessel). With a proven steel @damen Axe Bow, and strong shipyard momentum behind us, our hull is quickly taking shape at Conrad.
See you on the water.
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Cerebras is now running Kimi K2.6 – a trillion parameter model – in enterprise trials.
At ~1,000 tokens/s, this is the fastest frontier model performance ever measured by Artificial Analysis @ArtificialAnlys.
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May 18
In the Philippines with @UnderSecE and Foxconn Chairman & CEO Young Liu, visiting the forward-deployed industrial base. Super bullish on Pax Silica!
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May 18
AI infrastructure is entering a new era.
Today on @MorningsMaria on @FoxBusiness, Eclipse Founder and CEO Lior Susan discussed @cerebras' @Nasdaq debut, the accelerating demand for AI compute, and why rebuilding advanced chipmaking capabilities in the U.S. is critical for long-term innovation and national security.
Watch the full segment here: bit.ly/4nDXMWw
Thank you for having Lior, @MariaBartiromo!
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May 17
Two robotaxi companies are taking different approaches to training AI. Waymo builds a detailed 3D map to train its AI before operating in a new area, while Wayve trains its AI without mapping. cbsn.ws/49ariNI
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