Sourcery · 21 Sept 2026 · 48 min
Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
WithLior Susan
MentionsPierre LamondSequoia CapitalGordon Moore
About this episode
Eclipse spent 8 years investing in manufacturing, space, semiconductors, defense & mining while the rest of Silicon Valley funded SaaS. Lior Susan says the math was never close.
Lior Susan is the Founder & CEO of Eclipse, the Palo Alto firm he started in 2015 with a $125M debut fund alongside… More on the show's page
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