We’re Building the New Economy
Unlocking solutions to age-old physical industry problems through the intersection of bits and atoms
The world is at a critical inflection point. Our society has never been so technically advanced, yet so unprepared for the challenges we face. But where others see challenges, we see potential for opportunity.
The demand on physical industries now outweighs the capability of the infrastructure upon which they were built. We must harness the power of digitization to redefine physical industries across all sectors.
It’s time to build the new digital economy, one that’s characterized by precision, not waste; resiliency, not vulnerability; strength, not fragility.
At Eclipse, we see a future paved with innovation, growth, and the rapid improvement of both people’s lives and the planet we inhabit — an Industrial Evolution.
Essential industries and critical infrastructures are ripe for transformation. We want to work with founders who have the vision, grit, and determination to change our collective future.
Let’s get to work.
How We Invest
Eclipse backs talented entrepreneurs rebuilding the world’s physical industries. Our team of former operators has experience at all stages of company growth, from startup to IPO and beyond. While our investments typically span the stages from ideation to early growth, our knowledge and expertise allows us to think creatively and pursue ideas outside this mandate.
Venture Equity gives founders the opportunity to partner with us from Day Zero and build new businesses from the ground up.
We’ve developed a playbook to rapidly validate, refine, and build new ventures in order to catalyze innovation and accelerate them to scale. Venture Equity provides support for idea generation, thesis development, and access to scientific and business expertise, investors, and our world-class network.
Early-Stage investing spans the journey from seed round to initial viability and early customer base.
The Early Growth team partners with startups with what we have evaluated to be a proven technological value proposition that are entering their go-to-market stage.
The Industrial Evolution is a constellation of fearless founders and bold companies tirelessly working to reconstruct the analog infrastructure of the world around us
Third Wave Automation is providing the most versatile and effective autonomous solutions for the materials handling industry.
Reliable Robotics is making air transportation safer and more available with automated aviation.
Wayve is reimagining autonomous mobility through embodied intelligence.
Forge is building and powering the next generation of blue collar workers.
A New Era Of
From the food we eat to the goods we use and beyond, every facet of our lives is some way reliant on machines and their capabilities. The ability to develop, manufacture, and distribute products needed for a thriving economy is predicated on having a highly capable industrial foundation. But, the U.S. industrial complex hasn’t kept pace with innovation and is now inadequate to meet the needs of our growing economy.
We must ensure our mission-critical machines can reliably and efficiently make products, deliver services, and improve lives. Technologies like automation, computer vision and machine learning are needed to enable more nimble operations and avoid unexpected breakdowns, interruptions, and expensive delays.
Over the last three decades, manufacturing contribution to domestic GDP has dwindled from 27% to a mere 12%, taking the income, knowledge, and ecosystems to a complex array of overseas suppliers. The pandemic further exposed just how brittle our domestic manufacturing capability has become – the necessity to transform our manufacturing base can no longer be ignored.
As we rebuild our domestic and near-shore capabilities, we need technologies like automation, artificial intelligence, and production-scale additive manufacturing to innovate our way into the New Economy.
Logistics / Supply Chain
The world watched as supply chain bottlenecks caused by heightened demand, trade restrictions, factory lockdowns, port closures, and interconnected global supply networks crippled the economy during and after the pandemic. First responders and critical industries were left without the basic equipment and materials necessary to do their work. Supply chain chaos also exposed our lack of manufacturing capability, which is now being weaponized in an increasingly divisive geopolitical environment.
But to survive — let alone thrive — we cannot simply copy-paste systems and structures currently used elsewhere. We must leverage advances in robotics, artificial intelligence, machine learning, and automation to revolutionize how we source, store, produce, and transport everything from raw commodities to end products.
The pace of innovation in healthcare and life sciences is increasing exponentially, but the infrastructure required to bring these innovations to the world at a meaningful cost and scale is not keeping up.
We must apply technologies that integrate software and hardware — such as computationally designed enzymes, fully automated end-to-end manufacturing solutions, modernized supply chain, and actionable digital health capabilities — to solve these problems and bridge the gap between science and infrastructure.
Transportation — especially commercial transit — is reaching a breaking point. The systems we use to move people and goods are dirty, inefficient, and clog our roadways. We face grave shortages of pilots, public transportation drivers and operators, and truck drivers. Transportation costs are skyrocketing, making public transit systems inaccessible for communities of lower socioeconomic backgrounds and the transportation of goods financially difficult.
Technologies like autonomy, reinforcement learning, and software systems are needed to help meet transportation’s rising demands, to make the movement of people and goods more efficient, and help lower operating costs.
Physical industries are essential for sustaining and improving the global population's quality of life. Yet, the aging systems and processes upon which these industries were built have brought forth dire consequences. While the Industrial Revolution enabled exponential GDP growth and lifted billions out of poverty, it also contributed to the climate crisis we face today. Physical industries, including agriculture, industrial manufacturing, and transportation, account for 75% of global greenhouse gas (GHG) emissions.
The world will not reach net zero without actively reducing emissions in physical industries. The adoption of new forms of energy storage, modern manufacturing, and efficient logistics / supply chains will reduce emissions of physical industries while strengthening the economy.
Eclipse Carbon Optimization (ECO)
Quantifying Sustainability for Technologies Enabling the Industrial Evolution
We envision a world transformed by the Industrial Evolution and by innovative technology companies focused on digitizing physical infrastructure. With our ECO framework, we can analyze the future potential environmental value proposition of new technologies in the same way we assess the economic value proposition.
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