From company formation to $1B+ in customer commitments in just three years. @peakenergytech is building at remarkable speed. Today, the company announced a $108M Series B to accelerate manufacturing and scale its sodium-ion energy storage technology. More from @business's @HiMichelleMa:

NEWS 📣 Reliable has raised new capital and officially surpassed $1B in valuation. 📍We’re expanding: new offices in Seattle, WA & San Diego, CA. We're moving fast to build certified autonomous flight systems that make aviation safer and more accessible

@kevinmpeterson1 joined @foxglove's @adrianmacneil at Disrupt this week on why deep tech companies stall between prototype and production. Thanks to @kirstenkorosec at @TechCrunch for having us. Session linked below.

Oxide co-founder @bcantrill believes every VC wants to be contrarian, but most get cold feet when an actual contrarian bet is staring them in the face. "Everybody loves contrarian. But no one actually wants a zero."

So, @adamhjk is spot-on here -- and to a degree that was honestly surprising. Aren't all startups either fundmakers or zeroes? As it turns out, no -- or at least not to the degree that we were... It took us a while to see the pattern, but because of this starkly bifurcated potential outcome, we were REALLY divisive within partnerships: over and over again, we had partnerships tell us that their normally genteel firm had nearly come to blows over Oxide. (Always when they passed, BTW!) The level of discord was surprising: there were partners who quit their firms over Oxide (more than one!) -- and there was one who LEFT VENTURE after their firm passed on Oxide (!!). Of course, it wasn't over Oxide per se, but rather over the disagreement about us, as it highlighted a deep fracture in the firm -- one that went to the heart of what venture capital MEANS. For us, for our advocates, and for the partners that championed us within their firms, we were the epitome of what VC should be -- and when their partnership passed, it caused them to question their own career trajectory. Which of course made it that much more satisfying when we discovered firms like @EclipseVentures: they saw what we saw -- and were unafraid. So to the ones who invested, thank you for being believers; it is obviously thrilling for us to make good on your belief in us. And to the ones that lost the fight over Oxide within their partnerships: we see you, and we know that you believed in us too -- and hope that your career since has been blessed with colleagues who share your boldness!

We first backed @oxidecomputer at the seed stage in 2019, and today we're proud to lead its $445M Series D. What started as a bold vision is now a profitable business with demand outpacing supply. This is what building from idea to industrial scale looks like. More from Eclipse Partner @SethWinterroth:

Last week, @The_TrueAnomaly brought together 500+ A&D engineers, operators, and warfighters at our new Long Beach location. Our adversaries aren’t slowing down in space. Neither can we. Thankfully, @jollyrogersta and the team at True Anomaly are leading the way 🇺🇸

“In the U.S., we’ve figured out vibe coding. In China, they’ve figured out vibe manufacturing.” Following a recent trip to China, Eclipse Partner @charlythuo draws on his experience scaling manufacturing at @Tesla and @Rivian to share his perspective on China's robotics advantage and what it means for U.S. companies. More from @BusinessInsider's @ryajetha:

"Electron E1 is shipping, customer demand is accelerating, and the same architecture is scaling from physical AI to the datacenter." Greg Reichow, Partner, @EclipseVentures #ElectronE1# #EnergyEfficiency#

Reshoring lasts when American factories win on cost, speed and quality. ⚙️ Thanks to @cantorfitzgerld for hosting CEO Kevin Kassekert @kakassekert alongside Jon Biele (OSC) and Toby Symonds (IperionX) at today's Defense Tech & Space Economy Summit. #DefenseTech# #Reindustrialization# #letsbuild#

What if physics stopped being a bottleneck to building the physical world? @VinciPhysics is giving engineers real-time insight into how their designs will perform as they build. Now, with a $250M Series B at a $1.5B valuation, Vinci is expanding across more physics, more engineering disciplines, and ultimately more of the hardware economy. Eclipse believed in this vision from the beginning and are excited for what’s ahead. For more:

Edition #17#: 51 New Funds, 50 Fund of Funds LPs, Q2 2026 Performance Benchmark The latest (September, 2026) edition of our monthly newsletter is live – a curated snapshot of the news and insights emerging managers and LPs should actually pay attention to. 5 most interesting stories from this edition: > Only 49 of 146 funds of funds actually back emerging managers, and a list of those who make the call inside them > @cartainc's Q2 2026 data: 64% of VC capital now goes to $100M+ funds (vs. 38% in 2017), and the median $100M-250M fund has 45% fewer LPs than four years ago > @EricNewcomer's first VC Sentiment Report: 344 off-the-record quotes from 25 top VCs, including Midas List investors, managing $100B+ in AUM > @samhuleatt: more LPs pay 5% upfront to skip carry, saving $700K on a 3x co-invest > How @EclipseVentures, founded by Lior Susan with @sequoia veteran Pierre Lamond, turned a ~$147M bet on AI chipmaker @cerebras into ~$2.5B at IPO and now manages $12.5B 👉 Read it now and join a community of 4,000+ VC/LP subscribers:

Robotics is about to discover why there aren’t 43 Teslas. Over the next 3-5 years, the fundraising story for Robotic companies will shift from lab demos to the factory floor. Demos → paid pilots → volume production → profit. Each step will eliminate companies that looked unbeatable at the previous one. I helped scale manufacturing at @Tesla and @Rivian. Twice through that chasm. It’s bloody hard. The demo, while necessary, barely hints at what’s coming.

We’ve helped build ~30 of Eclipse’s 90 companies from the ground up like: @BedrockRobotics, @peakenergytech, @Mind_Robotics, @MytraUS, ALSO, @brightmachines, and, most recently, @NoetiveAI and Prime Minute. Why build? Because capital alone isn’t enough. Working alongside founders from day one lets us bring operating experience to the moments that matter most, and helps us stay sharp ourselves. @MollySOShea went deep with Eclipse Founder and CEO Lior Susan on why building is core to Eclipse and what it means to be Operators with Capital. More from their @sourceryy conversation: