Will Coffield

Eleven years ago we started @EclipseVentures 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.

Incredibly excited for @deterrence to come out of stealth with $10MM of funding led by @WillC_5 at Riot  I am proud of be a shareholder and to support a company solving such an important problem for the United States and our allies 🇺🇸

Even Rogers explains @the_TrueAnomaly's mission to safeguard the space domain with advanced technologies like the Jackal AOV

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, @AdrianMacneil, @vijaycivs, and @kevinmpeterson1, 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: eclipse.vc/blog/embodied-…

4) Snow, Meta, MSFT and Uber will all grow FCF over the next 3 years. They don't need $$ and FCF will drive share price irrespective of the near term path of inflation / rates. Tune out the noise. And build even more edge / conviction in your key investments. #essentialism

In our first episode of PB, we explore the lock industry with @latchaccess CEO @LASchoenfelder. We discuss the sleepy history of physical locks and how digitization revitalizes and expands the relationship between people and their spaces. Listen here: share.transistor.fm/s/fd1564e7

[NewPost] Sure, Cloud is great. But we show it hurts share price of public companies on the order of hundreds of billions ... and they can economically justify almost any level of work (including repatriation) in order to lower costs (w/ @sarahdingwang) a16z.com/2021/05/27/cos…