Bloomberg Tech Anchor @technology on @bloombergtv. News.
San Francisco, CA
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- Followers 35,804
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Ed Ludlow retweeted
“If you think about it, everything should be on the blockchain… drones on the blockchain, LLM blockchains, blockchain vvs diamonds, blockchain breakfast… lunch… dinner!”
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Loved working on this. The reality of Humanoid robots in elderly care.
Humanoid robots like Abi, built by Andromeda to provide emotional companionship for dementia patients, are an early attempt to ease the elder care crisis. For more, watch Wall Street Week bloom.bg/3EMZYZX
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The Rundown this week
Ed Ludlow has The Rundown on this week’s biggest tech stories, from Meta’s new AI assistant to Sam Altman and Dario Amodei urging UN leaders to play a bigger role in AI's growth bloom.bg/4dXaQUj
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Humanoids and elderly care
Humanoid robots like Abi, built by Andromeda to provide emotional companionship for dementia patients, are an early attempt to ease the elder care crisis. For more, watch Wall Street Week bloom.bg/3EMZYZX
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Ed Ludlow retweeted
Humanoid robots like Abi, built by Andromeda to provide emotional companionship for dementia patients, are an early attempt to ease the elder care crisis. For more, watch Wall Street Week bloom.bg/3EMZYZX
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Ed Ludlow retweeted
Ed Ludlow has The Rundown on this week’s biggest tech stories, from Meta’s new AI assistant to Sam Altman and Dario Amodei urging UN leaders to play a bigger role in AI's growth bloom.bg/4dXaQUj
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Ed Ludlow retweeted
A few months ago, I had the team give impressions to the inner post on any quote, since big accounts would get all the reward for bangers (however, it did lead to spammers quoting themselves so we fixed that attack point).
This was the quote that contributed to the bulk of your impressions:
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Ed Ludlow 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?
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Adam Jonas back on Bloomberg Tech after many years. Included a conversation about Tesla/SpaceX merger and a reality check from Adam on what Optimus really is: marketing
Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life bit.ly/4iLZjcH
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Apparently this post has 46 million views. But only 1 million impressions. And the link was only clicked on 1,500 times… thoughts?
News: SpaceXAI's Grok Bot hits 418,000 weekly users ending Sept. 14, WoW growth of 24% through that date. It was outlined in a presentation by SpaceXAI staff last week in London.
A sign of modest but early demand for a key product
bloomberg.com/news/articles/…
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The "hostility toward EAs" Ed noted is almost certainly about Effective Altruists (the usual tech/X meaning of EA), not executive assistants. Recent Trump admin statements and allies have slammed the movement as dystopian "doomer" ideology pushing AI slowdowns that risk ceding the lead to China. FTX baggage and influence claims add fuel. Classic abbreviation mix-up.
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Thanks
Project Jupiter remains on our planned schedule. We are fully committed to New Mexico and confident in our path forward.
Oracle has made significant economic, community, and philanthropic investments in the state. This includes reimagining Project Jupiter’s power plan as part of our long-term commitment to be a good neighbor to the residents of Doña Ana County.
STACK Infrastructure has been a tremendous partner. Together, we are building New Mexico’s workforce for the long term. More than 3,600 construction workers are helping build the campus, including more than 1,000 New Mexico residents. More than 900 workers joined the team in August alone, reflecting the project’s continued growth. Collectively, they have logged more than 2.8 million hours worked.
We are excited about the more than $4.7 billion in economic benefit Project Jupiter is expected to bring to New Mexico.
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Luhmanaries
👀 Eric Luhman (@eric_luhman1) and Troy Luhman (@troyluhman) have left OpenAI.
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Meta launched $1,299 virtual-reality glasses that undercut Apple in price and size while putting its headset line on track for profitability bloomberg.com/news/articles/…
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Ed Ludlow retweeted
Scoop! 1789 Capital, the firm where Donald Trump Jr. is a partner, is in talks to raise $3 billion, according to a person familiar with the matter.
Its latest Polymarket investment provides a window into the new fund strategy👇
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Ed Ludlow retweeted
The AI inference rush is real & rich.
Scoop w/ @dinabass on Modal Labs in talks to raise a new round of financing at a $15 billion valuation, as Baseten also discusses a new round
bloomberg.com/news/articles/…
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