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🚨 As AI moves into the physical world, data alone is not enough. It needs real infrastructure: standards, identities, maps, sensors, positioning, connectivity and secure ways to transact. Without this foundation, isolated systems emerge that cannot work together. 1⃣ Why Open Systems Are Essential I believe it is crucial...

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Max Zhaoshuo Li 李赵硕

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Dr. 'Bosun Tijani

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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.
1:05

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 🤖

39,603 Aufrufe • vor 4 Monaten

By now most people accept that stablecoins are simply better money. Instant settlement, cross border payments... that arguments been won. But the most important use case is that they're programmable. We're heading into an agentic economy. Billions of AI agents doing real economic work, hiring each other, paying each other, thousands of times an hour at machine speed. An agent can't open a bank account. An agent can't handle dollar bills. You simply cannot have an agentic economy without programmable money. Charles Cascarilla puts it perfectly in this clip. Marc Andreessen said software would eat the world... if that's true, software eats money too. And software eating money looks like a stablecoin, not the system we've got. This is the crux of my Exponential Age framework. An entirely new economy is being built for machines, and it needs its own money, its own rails, its own everything.
0:46

By now most people accept that stablecoins are simply better money. Instant settlement, cross border payments... that arguments been won. But the most important use case is that they're programmable. We're heading into an agentic economy. Billions of AI agents doing real economic work, hiring each other, paying each other, thousands of times an hour at machine speed. An agent can't open a bank account. An agent can't handle dollar bills. You simply cannot have an agentic economy without programmable money. Charles Cascarilla puts it perfectly in this clip. Marc Andreessen said software would eat the world... if that's true, software eats money too. And software eating money looks like a stablecoin, not the system we've got. This is the crux of my Exponential Age framework. An entirely new economy is being built for machines, and it needs its own money, its own rails, its own everything.

Raoul Pal

79,123 Aufrufe • vor 6 Tagen