Co-Founder and CEO of @oxidecomputer
San Francisco, CA
Joined June 2009
- Tweets793
- Following396
- Followers2.2K
- Likes1.3K
Steven Tuck retweeted
The Pragmatic Engineer Unplugged, live, with @bcantrill & @CompleteSkeptic: 4 Nov, SFJazz Center in SF.
RSVP here, you won't want to miss it: luma.com/pragmatic-engineer-….
Thanks to friends at @WorkOS for helping make this happen!
Steven Tuck retweeted
We’re at STAC Summit New York today at the Marriott Marquis. Come find us and talk about running on-prem cloud infrastructure for trading and investment workloads.
buff.ly/gvQ9Oxs
Steven Tuck retweeted
Oxide and Friends: “Oxide's $445M Series D” is now live! Listen to the full episode wherever you stream your podcasts:
buff.ly/cpm76QB
Steven Tuck retweeted
We're joining forces with L Labs to break records and bring the new open source L tick database to disrupt the market data workload space 🚀
The L team will present the results at the NY STAC Summit this Wednesday Oct 21 in a talk titled: "All L broke loose".
Key highlights:
- Highest storage efficiency Highest storage efficiency of any published STAC-M3 Antuco result: 364%
- Outperformed all publicly disclosed results In 16 of 17 Shasta mean-response time benchmarks
- Faster than 14 of 17 Antuco benchmarks vs the most recent NVMe-flash based submission
- Fastest NBBO Fastest Antuco mean-response NBBO among SUTs using the q language
oxide.computer/blog/oxide-co…
Steven Tuck retweeted
Okay, yes -- we did it for the pod. @sdtuck will join @ahl and me today at 5p Pacific to talk our Series D!
discord.gg/PeXZW5uPT?event=1…
Our $445M Series D -- and a wild milestone
oxide.computer/blog/our-445m…
Steven Tuck retweeted
This is the moment @OxideComputer was built for.
Seven years ago, Eclipse backed a vision from @sdtuck and @bcantrill most thought was suicide.
Today, AI is driving unprecedented compute demand, and enterprises are rethinking what they own vs. rent.
They nailed it.
Oxide's growth has been unlike anything I have ever seen.
Watching this team achieve the seemingly impossible, time and again, across engineering, supply chain, sales, finance, and beyond while scaling at an unprecedented pace has been one of the great privileges of my career.
@EclipseVentures is proud to lead Oxide's $445M Series D
Steven Tuck retweeted
Our $445M Series D -- and a wild milestone
oxide.computer/blog/our-445m…
Steven Tuck retweeted
On-prem is back.
Eclipse CEO Lior Susan says a lot of industries never stopped needing it for security, latency & cost, & AI is making their bet on @oxidecomputer look even better:
“Our view starting the company was: not everything is going to move to the cloud.”
“There’s a lot of industries that still want to do on-prem for security, latency, & cost.”
BREAKING: Rare Interview w/ @EclipseVentures Co-Founder & CEO Lior Susan
Eclipse turned $147M into a $2.5B Cerebras stake.
$12.5B AUM. 90 companies. 30 built in-house. $40B–$50B in portfolio commercial deals last year.
Lior goes deep on the $100T physical-world opportunity, Eclipse’s Venture Equity model & why free cash flow beats gross margin.
Fund Stats:
› $1.3B raised in April across Fund VI + Early Growth III
› 17x on Cerebras at the $185 IPO price
› Portfolio companies raised $15.9B in 2026 alone
› 30 of 90 companies built in-house through Venture Equity
› $40B–$50B in commercial deals signed across the portfolio last year
"We never thought of ourselves as venture capital. We call it operators with capital because we are operators with capital."
Founded in 2015 by Lior Susan alongside Silicon Valley legend Pierre Lamond, who worked with Gordon Moore at Fairchild Semiconductor, helped build National Semiconductor & spent nearly 3 decades at Sequoia.
Eclipse bet early on the physical world across semiconductors, manufacturing, robotics, defense, energy & infrastructure.
Portfolio: @andrewdfeldman x @cerebras, Parallax, Prime Minute, Anduril, Wayve, Redwood Materials, VulcanForms, Bedrock Robotics, True Anomaly, Ursa Major, Oxide, Bright Machines, Verkada, Mytra, Peak Energy, The Nuclear Company, Reliable Robotics, Skyryse, Mind Robotics & ALSO.
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Lior Susan, Founder & CEO at Eclipse
(01:02) The story behind Eclipse
(02:35) How Lior met Pierre
(05:54) The culture Pierre brought to the team
(07:33) Why physical companies need operators
(11:21) How Eclipse decides what to build
(12:35) How Mind Robotics was spun out of Rivian
(15:41) Why Lior started Eclipse
(18:21) Why building physical companies is so hard
(20:53) Why there are only 3 major memory companies
(21:51) Why hardware can beat SaaS economics
(24:33) Inside Eclipse’s physical industry bet
(29:15) This is the best time to build
(31:01) The Redwood Materials story
(32:35) The "Second Act" of physical companies
(33:20) Building moats in the Physical World
(34:05) Why on-prem infrastructure is coming back
(36:01) Building the "Eclipse Economy"
(40:08) Why physical infrastructure creates jobs
(41:19) From banana farmer to VC
(43:37) What it really means to support a portfolio company
(46:00) Who inspires Lior?
Steven Tuck retweeted
Oxide and Friends: “For Want of a Resistor” is now live! Listen to the full episode wherever you stream your podcasts:
buff.ly/Vuh0Y9k
Steven Tuck retweeted
The best time to own your cloud was before the CPU supply crunch. The second best time is now.
ALT A tall black Oxide server rack against a dark background, viewed from the front-left with its front open, showing rows of compute sleds with green faceplates in the upper and lower sections and networking switches in the middle. The side panel has perforated ventilation patterns and a green Oxide logo.
Steven Tuck retweeted
Slides from my keynote this morning at @rustconf on the history of Rust at @oxidecomputer; video to come!
speakerdeck.com/bcantrill/ru…
Steven Tuck retweeted
New blog by @sudomateo
Kubernetes on Oxide: Integration by Integration
buff.ly/xA70mcP
Steven Tuck retweeted
When you’re building distributed systems from the ground up, every layer is a place where you can make the network faster.
Steve Karam just pushed his first (of many) Oxide blogs on tuning network performance across an Oxide system.
buff.ly/cbuLRhW
Steven Tuck retweeted
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.
Steven Tuck retweeted
We raised a $200M Series C, now we're putting it to work.
New compute sleds with the latest @AMDServer EPYC CPUs are coming and we're working with @XsightLabs on next-gen switch silicon with a fully open ISA.
@TheRegister has the details: buff.ly/vmW0P6A
Steven Tuck retweeted
Our $200M Series C
oxide.computer/blog/our-200m…
Steven Tuck retweeted
Thrilled to share that we have closed our $200M Series C.
Thank you to Thomas Tull's @USITfund for leading, along with @EclipseVentures, Riot Ventures, @JaneStreetGroup, @intelcapital, @counterpartvc, @friendsfamcap and all of our additional investors.
buff.ly/ozCrZUE
Steven Tuck retweeted
Thrilled to be running Finance at @oxidecomputer! Thank you @sdtuck & @bcantrill for the opportunity. Oxide has 15 open positions right now with more on the way. Come build the future with us!
