Emeryville, CA
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- Likes 865
Oxide Computer Company retweeted
You still can’t vibe code something like this.
@oxidecomputer ✨
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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 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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The best time to own your cloud was before the CPU supply crunch. The second best time is now.
ALT A tall black Oxide server rack against a dark background, viewed from the front-left with its front open, showing rows of compute sleds with green faceplates in the upper and lower sections and networking switches in the middle. The side panel has perforated ventilation patterns and a green Oxide logo.
One really "silent" trend that very, very few people talk about (because it only impacts Head of Infra type folks): a CPU shortage that's becoming more apparent for mid-sized and above companies.
It's not dramatic, just harder to reserve the CPUs you want with cloud providers apparently as well
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illuminating info can be found in Request For Discussion 26:
rfd.shared.oxide.computer/rf…
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