Eclipse Ventures co-founder Lior Susan shares his perspective on the firm’s recent $1.3 billion fund, emphasizing a strategic focus on physical AI. In a conversation at the 2026 StrictlyVC event in San Francisco, he outlines the convergence of artificial intelligence with robotics, manufacturing, and autonomous systems as key areas for long-term investment. Susan highlights the importance of building resilient companies that bridge digital innovation with tangible, real-world applications, stressing the need for deep technical expertise and operational discipline.
He also offers insights into the evolving landscape of tech investments, including his views on high-profile ventures such as SpaceX. While acknowledging the potential of space-based technology and infrastructure, Susan focuses on the broader implications of integrating AI into physical environments. His outlook underscores a belief in foundational technologies that deliver measurable impact beyond short-term trends, positioning Eclipse Ventures at the forefront of next-generation industrial innovation.