Seth Winterroth 🤖
@Sethwinterroth • 3,274 subscribers
Partner at @EclipseVentures. Digital and physical worlds are colliding. @Wayve_ai @The_TrueAnomaly @Oxidecomputer @Ursamajortech @foxglove @mytraUS
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Eleven years ago we started Eclipse and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on. Today, we're announcing $1.3B in new capital to keep building. The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The energy grid cannot keep up with demand. Healthcare depends on manual procedures that don't scale. Defense development moves at a fraction of the speed threats evolve. These are not software problems. They are full stack engineering and operations problems, and they have been underinvested in for a generation. But there has never been a better moment to solve them. The best engineers are leaving big tech to build in the physical world. AI is compressing timelines from years to quarters. Policy is aligned. And customers are not waiting — the DoD, the hyperscalers, hospitals, and the Fortune 500 are all desperate for technology that makes physical systems smarter, faster, and more resilient. Talent, capital, technology, policy, and demand are all converging at once. This is our moment 🇺🇸 We built Eclipse for this exact moment and in doing so, we launched a movement. Today that movement is 100 companies strong (and growing!). These companies supply each other, share customers, and help solve each other's hardest problems. Propulsion systems powering orbital defense. Modern supply chain infrastructure moving the worlds goods. Autonomous vehicles on three continents. Surgical robots performing procedures that used to require the world's best hands. Cloud hardware powering the AI revolution built on American soil. That's not a fund. That's an economy — an Eclipse Economy. The door is open to rebuild the physical infrastructure of the country. We intend to run through it.
Seth Winterroth 🤖38,326 Aufrufe • vor 3 Monaten
In robotics circles, there's a consensus: we're on the brink of a productivity boom — driven by the American labor shortage and an unprecedented demand for automation. Yet, over 80% of warehouses lack automation, and there are only 141 robots per 10,000 manufacturing employees. Inspired by recent conversations with robotics leaders like Vikas Enti, Adrian Macneil — 🤖/acc, vijay badrinarayanan, and Kevin Peterson, I have more conviction than ever: The next wave of robotics startups is poised to boost output in unprecedented ways, ushering in a new golden age of economic growth and prosperity. This post details why developing Embodied AI is the opportunity of our generation:
Seth Winterroth 🤖59,923 Aufrufe • vor 2 Jahren
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