Lior Susan

“Lior Susan says he tells LPs his portfolio construction is 'having none.'”

“started Eclipse in 2015 with a $125M debut fund”

“started Eclipse in 2015 with a $125M debut fund... has grown it to $12.5B AUM”

“Our view starting the company was not everything is going to move to the cloud. There's a lot of industries that will still want to do an on-prem for security, latency, cost.”

“85% of the world GDP, roughly a hundred trillion is in the physical world... Volcanforms that working on metal manufacturing, metal manufacturing is a $3 trillion industry.”

“Tesla is what? Mid-teens kind of trade like the best SaaS companies in the world. Cerebras is like what it is... 40, 50% gross margin is trade way better than most of SaaS companies.”

“OpenAI — Referenced by Susan as a source of personal inspiration and as foundational infrastructure.”

“I spent quite a lot of time with Sam at OpenAI in the last year or so... I actually think he's really special.”

“Participants: Lior Susan, Molly O'Shea”

“Susan frames the portfolio as a 'connected industrial economy,' where companies share manufacturing expertise and customer networks with each other.”

“At Eclipse, Susan had followed the Cerebras team since his fellow GP Pierre Lamond, the legendary veteran of Fairchild Semiconductor, had backed them at SeaMicro... Lior Susan and Eclipse ($4.2 billion).”

“Susan at Eclipse helped Cerebras land G42, and later Amazon and OpenAI as big customers for Cerebras, which helped the firm slightly diversify its customer base after the cancelled 2024 IPO.”

“Lior Susan, Founder and General Partner, Eclipse — Described as a "veteran VC" and featured speaker at StrictlyVC's San Francisco event.”