Partner at @EclipseVentures. Digital and physical worlds are colliding. @Wayve_ai @The_TrueAnomaly @Oxidecomputer @Ursamajortech @foxglove @mytraUS
Reno, Nevada
Joined August 2011
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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.
Seth Winterroth 🤖 retweeted
It was an honor to host @SenatorFischer, Chairwoman of the Senate Armed Services Committee’s Subcommittee on Strategic Forces, and Congressman @DesJarlaisTN04, Chairman of the House Armed Services Committee’s Subcommittee on Strategic Forces, at our factory in Long Beach, California.
Their visit provided an opportunity to discuss the future of space superiority, the importance of continued innovation, and the critical role American companies play in developing the capabilities needed to protect and defend our nation.
We appreciate their leadership in Congress and commitment to advancing the technologies and capabilities needed to protect our national security interests in and from space.
Seth Winterroth 🤖 retweeted
Really looking forward to this -- I have always loved my conversations with Gergely, and this will be a fun venue and format. Join us!
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!
Profitability! How contrarian!
(Also the most insane growth I’ve ever seen)
Oxide and Friends: “Oxide's $445M Series D” is now live! Listen to the full episode wherever you stream your podcasts:
buff.ly/cpm76QB
Keep an eye on this one. Tech, regulatory landscape, and commercial inflecting materially. @moof2k and his team @reliable_robot have been relentless for several years and it’s paying off.
Reliable Robotics extended its Series D round with $115 million in equity and $25 million in debt.
spr.ly/6016BHT4UO
Seth Winterroth 🤖 retweeted
.@Sethwinterroth on how AI is transforming global politics on the main stage of Reind 3.0
Seth Winterroth 🤖 retweeted
The Italian Job (Wayve's Version)
Taking on the iconic Lingotto rooftop test track in Turin 🇮🇹
While we were offering people demo rides in our Fiat 500e prototype vehicle, @wayve_ai and @Stellantis engineers couldn't resist this special opportunity.
(Not the only ones driving on the roof recently..)
Worth taking the time to read this one
New on the blog:
— Room for ambition
A late-night conversation at a startup office in Finland has stayed with me for almost twenty years.
Some thoughts on ambition, getting good at something, and the people around you.
karrisaarinen.com/posts/room…
Seth Winterroth 🤖 retweeted
AI chip startup Tenstorrent, after attracting takeover interest earlier this year, has raised $1.5 billion from investors in a funding round that boosts its valuation to $6.2 billion, according to a statement provided to Bloomberg News. bloomberg.com/news/articles/…
Well done @jimkxa and the @tenstorrent team! I'm excited for them to share more about the progress in their business soon! 🚀
bloomberg.com/news/articles/…
Definitely an advantage to have supply in a great shortage @oxidecomputer
Ben Horowitz reveals Amazon CEO Andy Jassy told him its AI compute is sold out beyond 2028, and says that shortage makes this fundamentally different from the dot-com bubble
“This shortage is so bad. You know, I was speaking with Andy Jassy, who runs Amazon, yesterday. And I said, yeah, like, we’re out of everything, you know, till 2028. He’s like, oh, it’s beyond 2028. Like, I don’t think we get stuff back, like, end of 2028, maybe. So everything else is sold out.”
“So he has the advantage of that, he’s got supply in a great shortage, which is extremely different than the internet bubble. The internet bubble, we didn’t have enough demand, because we had to build the internet, people had to get broadband, you know, you needed all this stuff people had to buy, you know, originally, they had to get their browser at price, all this kind of thing.”
“There weren’t enough consumers on the internet to absorb all the bandwidth that had gotten built out. And they had a massive amount of debt, not unlike we’re building today, although not as big. But the lack of demand killed it. We don’t really have a lack of demand in AI. So I think the dynamics will be different.”
“I do think, like, for sure, if you get into a pathological debt situation, that can wreck anybody. It’s why, by the way, we’re not invested in any of these neo-clouds either, for that reason.”
Seth Winterroth 🤖 retweeted
We’re hosting a small group of researchers at our test site in Austin during #corl2026. It’s epic. See the link in 🧵to apply.
Zero or generational company. Nothing in between. This is the way.
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."
You're not wrong @jordihays
But that was just the warm-up
@EclipseVentures