Emeryville, CA
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Announcing general availability of the world's first commercial cloud computer oxide.computer/blog/the-clou…
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Oxide Computer Company retweeted
No Oxide and Friends today, but we'll be back next week! Meanwhile, if you happen to have missed it, our recent For Want of a Resistor episode has turned into an instant classic
oxide-and-friends.transistor…
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Oxide Computer Company retweeted
As part of our annual @oxidecomputer meetup, I added three new logos to our wall honoring our forebears; how many can you name?
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Oxide Computer Company retweeted
On-prem is back.
Eclipse CEO Lior Susan says a lot of industries never stopped needing it for security, latency & cost, & AI is making their bet on @oxidecomputer look even better:
“Our view starting the company was: not everything is going to move to the cloud.”
“There’s a lot of industries that still want to do on-prem for security, latency, & cost.”
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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Oxide Computer Company retweeted
At our @oxidecomputer off-site this week and our badge and lanyard design is chef's kiss. Thank you @lenjaminbeonard!
ALT An Oxide-themed badge and lanyard sitting atop a graphite-colored laptop. The lanyard is rounded material with gray and light green accents and the badge is paper with a semi glossy gray background and light green accents.
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We're excited to partner with @Carahsoft and @craigabod: together we're enabling public sector organizations to own their cloud with the on-premises Oxide Cloud Computer:
buff.ly/Jl3o6A9
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Oxide Computer Company retweeted
Homage shirt #4 memorializes a company that burned fast and bright -- and whose operational miscues gained eternal life as an eponymous effect
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Oxide Computer Company retweeted
Wearing this shirt to a meeting with a cloud vendor will get you a million dollar discount
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Oxide Computer Company retweeted
Homage shirt #3 is at once a tribute to a company, an engineer, a law -- and a mug
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Oxide Computer Company retweeted
My Doomer counter-argument: spend today learning to solder (like, with a soldering iron!), listen to our discussion from Monday on some delicate rework that we needed to do at @oxidecomputer -- and then ask yourself if LLMs are on a trajectory to do that.
oxide-and-friends.transistor…
I am still looking for an opposition to doomer arguments that doesn’t disintegrate under even the most basic scrutiny. It’s been crazy how we can’t even get an acknowledgement that alignment is a precondition to survive ASI. It seems to be cope all the way down.
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Oxide Computer Company retweeted
New @oxidecomputer swag just arrived, and... hot damn
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Oxide and Friends: “For Want of a Resistor” is now live! Listen to the full episode wherever you stream your podcasts:
buff.ly/Vuh0Y9k
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Oxide Computer Company retweeted
Thanks to quick and heroic work by @ahl, the recording is now up. AI Doomerists won't listen to this, but they should: it's a vivid (and wild!) example of the kind of engineering where intelligence is necessary -- but absolutely insufficient!
piped.video/VLI_yo1YNrk?is=X7QB…
Another week at @oxidecomputer has given us (yet) another example of the kinds of problems that very much require human engineering. Today, the team joins @ahl and me to regale us with the wild tale. Join us live, 5p Pacific, tonight!
discord.gg/9dH7D5Gt?event=15…
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Oxide Computer Company retweeted
Another week at @oxidecomputer has given us (yet) another example of the kinds of problems that very much require human engineering. Today, the team joins @ahl and me to regale us with the wild tale. Join us live, 5p Pacific, tonight!
discord.gg/9dH7D5Gt?event=15…
I am surely not alone in having family over the weekend hitting me up asking "should I be worried about extinction?" As a response, I have found that my anti-Doomer talk from @monktoberfest 2023 (three very long years ago!) remains current and accessible:
piped.video/watch?v=bQfJi7rj…
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Oxide Computer Company retweeted
The contagion of fear
bcantrill.dtrace.org/2026/09…
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Oxide Computer Company retweeted
I am surely not alone in having family over the weekend hitting me up asking "should I be worried about extinction?" As a response, I have found that my anti-Doomer talk from @monktoberfest 2023 (three very long years ago!) remains current and accessible:
piped.video/watch?v=bQfJi7rj…
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