When Lior Susan founded Eclipse Ventures in 2015, the idea of digitizing the physical world was not very popular in Silicon Valley. While SaaS and enterprise software dominated at the time, Susan stayed true to his vision. Today, Eclipse stands at the center of the tech world. This is reported by Techcrunch.com reports .
The company's $147 million investment in Cerebras Systems has paid off. Following the Cerebras IPO, Eclipse realized a $2.5 billion gain. This success is just the beginning for Susan, who emphasizes that 85% of global GDP is tied to the physical world and that investing in these sectors is more profitable.
Currently, market participants and startup founders are showing great interest in technologies that combine hardware and software. Susan noted that the competitive advantage in software is declining, as writing code has become easier with models from companies like OpenAI or Anthropic. However, semiconductors and complex manufacturing processes cannot be replaced by AI-driven "vibe code."
Companies in the Eclipse portfolio in robotics, energy, and defense raised nearly $15 billion last year. This figure differs sharply from the company's early results and shows the growing demand for physical world technologies.
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