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Gordon Moore

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  1. Sourcery with Molly O'Shea48 min

    Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries

    Lior Susan, Pierre Lamond, Gordon Moore, Molly O’Shea

    Eclipse, a $12.5 billion venture firm led by Lior Glicksman and Pierre, targets the $100 trillion physical economy by operating 90 companies through a high-conviction model that blends deep operational expertise with massive capital deployment. The firm distinguishes itself by incubating vertically integrated entities in sectors like semiconductors, energy, and defense, recently highlighting strong IPO performances from Cerebras and SpaceX while securing over $40 billion in commercial deals. By rejecting traditional SaaS metrics in favor of cash flow fundamentals and fostering an "Eclipse Economy" of onshored infrastructure, Eclipse aims to drive 5-7% US GDP growth through a flywheel of manufacturing, AI, and energy systems.