▶ 34:01 · $ECLIPSE-VENTURES · Eclipse Ventures funds crossing double-digit DPI driven by compute, energy, defense, manufacturing and robotics portfolio companies

episode briefing

Oracle’s Cloud Growth; Debate Around AI Risks

2026-09-11 · 8 company · 40 thematic

sentiment

7 bull1 bear0 neu

speakers

lior susan

VC founder focused on physical AI — robotics, manufacturing, defense, semiconductors, energy; funds show double-digit DPI; advocates for US reindustrialization via AI automation.

neil susan

Founded Eclipse 11 years ago to invest in physical world innovation (manufacturing, semiconductors, defense, robotics); funds achieving double-digit DPI; advocates for US reindustrialization via physical AI and collaborative AI safety approach.

stefan lewinski

Sell-side analyst covering software sector; holds outperform rating on Oracle with $248 price target; identifies cracks in Adobe's freemium transition.

ed ludlow

Ed Ludlow hosts Bloomberg Tech from San Francisco, covering technology, finance, and innovation with a focus on AI, semiconductors, and venture capital.

brody ford

Covers Microsoft and enterprise software; analyzes hyperscaler capex, free cash flow dynamics, and market reactions to spending discipline.

quote

“We, uh, definitely have our l a few of our vehicles crossing the double digit DVP. Uh, that will be, uh, best in class. Uh, that was not actually the, uh, point of, uh, the post. Uh, the point of the post was like, this is the best time in…”

—lior susan

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