We're honored to be part of the Eclipse portfolio and to share our vision alongside fellow innovators who are transforming physical industries through AI and data-driven solutions. Thank you to Lior Susan and the team at Eclipse for hosting us – the energy and inspiration in the room were incredible. 🤖
It has become increasingly clear — especially in the last year — the massive impact the Eclipse portfolio is set to have on the world as our companies redefine physical industries. In the last 5 years, innovation in the digitization of physical industries has exploded, which is playing out in both public and private markets. This innovation has created a modern day technology arms race due to the fact that physical industries — like manufacturing, supply chain, and on — shape economies. As a result, governments are scrambling to keep up because falling behind will erode competitiveness and undermine nations’ global power. The domicile of infrastructure for this new technology paradigm *will* rebalance global power. Eclipse believes we are about to experience the greatest value creation in history through this next great tech wave: AI and data-driven technologies, which will enable us to build with information. This week, Eclipse hosted our 10th Annual Meeting to discuss the massive opportunity this wave of innovation offers startups looking to supercharge human potential in a new era of discovery, resilience, flexibility, intelligence, and health — for both people and the planet. Nine of our portfolio companies discussed how they are building differently to meet the needs of this new era and it was hard not to leave the room inspired for what’s to come. Thank you to all of our portfolio presenters — Chris Walti (Mytra), Kevin Kassekert (VulcanForms Inc.), Daniel Jablonsky (Ursa Major), Jim Keller (Tenstorrent), Brandon Lucia (Efficient Computer), Boris Sofman (company in stealth), Brad Bogolea (Simbe), Vernon O'Donnell (Voxel), and Fabian Gerlinghaus (Cellares) — and guest speaker RJ Scaringe (Rivian). Together, our portfolio companies, our incredible LPs, and the Eclipse team are building differently to define the New Economy.