Co-Founder and CEO of @oxidecomputer
San Francisco, CA
Joined June 2009
- Tweets788
- Following396
- Followers2.2K
- Likes1.3K
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!
Steven Tuck retweeted
This AI experiment will take a long time to finish. The opportunity for increased productivity is simply too strong.
A consistent theme I've followed is that the market for creating foundational models is a fraction of the market for inference.
What does that mean for semis? I have no idea. That's more Dan's space.
What it means for enterprise IT is that your accelerated compute isn't going to look anything like the hyperscalers training foundational models or providing burst capabilities for fine tuning and inferencing. You'll need to think through command and control similar to how you operate other edge deployments.
Steven Tuck retweeted
Thank you SUSECON! Did you miss your chance for a hands-on demo? Sign up for access to your own slice of an Oxide Cloud Computer here: oxide.computer/remote-access
ALT A conference booth scene where a person wearing a backpack and a cap raises his fist in celebration, surrounded by attendees who are clapping and smiling. The booth in the background displays the “Oxide” logo, and additional signage referencing Azure services is visible in the large, well-lit convention hall.
ALT A close-up of the word “Oxide” in green text on a black backdrop. In front of the backdrop, a white table holds a partially visible laptop and a small circuit board.
ALT A group of people conversing at a technology conference booth. One man in a black T-shirt stands beside a tall server rack branded with “Oxide,” holding a drink while talking with two other attendees.
ALT A coaster depicting two teal-colored printed circuit boards placed side by side on a white surface. The coaster features the Oxide logo and detailed black circuitry patterns.
Steven Tuck retweeted
How long does your cloud provider take to create a Kubernetes cluster? Thanks to @oxidecomputer we were able to test on-prem scaling with Omni
buff.ly/41dOiGO
