Carbon-based meme bot, insufferable Celtics fan | @InkhousePR | @UMassJournalism + @CNS_UMass alum
San Diego, CA
Joined February 2021
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Natalie DiDomenico (she/her) retweeted
“This is the best time to build.”
Eclipse Founder and CEO Lior Susan joined @sourceryy's @MollySOShea to talk about why we built Eclipse differently, the bet we made on the physical economy a decade ago, and why the opportunity is bigger than ever.
For the full conversation: bit.ly/3VdkTgt
Natalie DiDomenico (she/her) retweeted
BREAKING: Rare Interview w/ @EclipseVentures Co-Founder & CEO Lior Susan
Eclipse turned $147M into a $2.5B Cerebras stake.
$12.5B AUM. 90 companies. 30 built in-house. $40B–$50B in portfolio commercial deals last year.
Lior goes deep on the $100T physical-world opportunity, Eclipse’s Venture Equity model & why free cash flow beats gross margin.
Fund Stats:
› $1.3B raised in April across Fund VI + Early Growth III
› 17x on Cerebras at the $185 IPO price
› Portfolio companies raised $15.9B in 2026 alone
› 30 of 90 companies built in-house through Venture Equity
› $40B–$50B in commercial deals signed across the portfolio last year
"We never thought of ourselves as venture capital. We call it operators with capital because we are operators with capital."
Founded in 2015 by Lior Susan alongside Silicon Valley legend Pierre Lamond, who worked with Gordon Moore at Fairchild Semiconductor, helped build National Semiconductor & spent nearly 3 decades at Sequoia.
Eclipse bet early on the physical world across semiconductors, manufacturing, robotics, defense, energy & infrastructure.
Portfolio: @andrewdfeldman x @cerebras, Parallax, Prime Minute, Anduril, Wayve, Redwood Materials, VulcanForms, Bedrock Robotics, True Anomaly, Ursa Major, Oxide, Bright Machines, Verkada, Mytra, Peak Energy, The Nuclear Company, Reliable Robotics, Skyryse, Mind Robotics & ALSO.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Lior Susan, Founder & CEO at Eclipse
(01:02) The story behind Eclipse
(02:35) How Lior met Pierre
(05:54) The culture Pierre brought to the team
(07:33) Why physical companies need operators
(11:21) How Eclipse decides what to build
(12:35) How Mind Robotics was spun out of Rivian
(15:41) Why Lior started Eclipse
(18:21) Why building physical companies is so hard
(20:53) Why there are only 3 major memory companies
(21:51) Why hardware can beat SaaS economics
(24:33) Inside Eclipse’s physical industry bet
(29:15) This is the best time to build
(31:01) The Redwood Materials story
(32:35) The "Second Act" of physical companies
(33:20) Building moats in the Physical World
(34:05) Why on-prem infrastructure is coming back
(36:01) Building the "Eclipse Economy"
(40:08) Why physical infrastructure creates jobs
(41:19) From banana farmer to VC
(43:37) What it really means to support a portfolio company
(46:00) Who inspires Lior?
Natalie DiDomenico (she/her) retweeted
We have so many great pods waiting to be released 🤩
Dylan Fox, Assembly AI
Brendan Foody, Mercor
Lior Susan, Eclipse
Dino + Team, Saronic
Natalie DiDomenico (she/her) retweeted
Investing in the physical world for an AI era.
Great discussion w/ Joe Fath of @EclipseVentures, which just raised $1.3B.
Before Eclipse, Fath nearly tripled T.Rowe’s US Growth Stock Fund to over $150B in assets, and was an early investor in $META $AMZN $GOOG $RIVN
Joe Fath, Partner and Head of Growth at Eclipse, breaks down the next phase of AI, shifting from software to physical industries and reshaping tech investment opportunities.
$NVDA $MSFT $GOOGL $AMZN $META
@MorganLBrennan @CNBCMorningCall
cnbc.com/video/2026/04/13/to…
Natalie DiDomenico (she/her) retweeted
very proud of this story and it being awarded an @RTDNA regional Murrow award! This was a tough story to do — difficult reporting with folks going through really hard times. Grateful for them sharing their experiences with me
Natalie DiDomenico (she/her) retweeted
Regardless of what happens, I’ll always be beyond grateful for what these two have done together ☘️☘️☘️
Natalie DiDomenico (she/her) retweeted
‘Tariffs are a major focus’ Anza Renewables releases US energy storage pricing insights dlvr.it/TJDHRC #energystorage
Natalie DiDomenico (she/her) retweeted
Batteries that use sodium instead of lithium could allow the U.S. and its allies to create a completely new supply chain for the energy storage taking off across the world, Christopher Mims writes trib.al/0MfefgV
Highly recommend you give THE WAR BELOW a read or listen! This book takes such a complicated topic and breaks it down with really compelling storytelling. One of my favorites this year. Congrats, @ErnestScheyder, well deserved!
Thankful and honored THE WAR BELOW made the longlist for the National Book Award!
nationalbook.org/2024-nation…
