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adrian mcneill

T3 · host / generalist

Co-founder and CEO of Fox Glove, a robotics data-infrastructure startup; raised $40M Series B led by Bessemer at $190M valuation; previously worked in robotics and developer tools.

4 calls·3 names·100% bull·last heard 11 months ago·The Information
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$FOX-GLOVEFox Gloveposition

Fox Glove CEO explains data infrastructure for physical AI robots

Fox Glove solves the critical data management bottleneck for deployed robots by providing edge logging, cloud upload, and debugging tools for dense sensor data, enabling AI improvement across diverse robotics verticals.

The Information2025-11episode →
2ndhigh conviction
$FOXGLOVEFoxgloveposition

Foxglove CEO: Data infrastructure for physical AI spans startups to Nvidia and Anduril

Foxglove provides data logging, collection, and analysis infrastructure for robots deployed in poor connectivity environments, serving customers from early-stage startups to industry leaders like Nvidia, Anduril, and Shield AI across autonomous vehicles, warehouse robotics, and defense.

The Information2025-11episode →
3rdhigh conviction
$ECLIPSEEclipse

Foxglove CEO: Eclipse backed us early with decade-long hardware and robotics conviction

Eclipse Venture Partners invested in Foxglove at inception in 2021 when most VCs questioned the robotics market, leveraging their nearly decade-long track record in hardware and robotics to provide conviction-backed early support.

The Information2025-11episode →

most discussed · click a bar to filter

  • $ECLIPSE
  • $FOX-GLOVE
  • $FOXGLOVE

recurring themes

  • Venture Capital3
  • Robotics & Physical AI2
4 total
$ECLIPSE
Eclipse
MEDadrian mcneill·The Information·11 months ago·Lyft’s Stock Turnaround, Snowflake’s AI Agent Strategy, Building EV Charging Networks | Nov 13, 2025
Eclipse backed Fox Glove early with decade-long robotics conviction
Eclipse invested in Fox Glove at inception in 2021 when most VCs dismissed robotics, leveraging nearly a decade of hardware and robotics investing experience to lead the category.
"We were very lucky. We started the business in 2021 and you know at the time most of the investors were say hey we're going to go build developer infrastructure for robotics indus…"
35:25
$FOX-GLOVE
Fox Glove
HIGHadrian mcneill·The Information·11 months ago·Why Investors Are Pouring Money into Physical AI· position
Fox Glove CEO explains data infrastructure for physical AI robots
Fox Glove solves the critical data management bottleneck for deployed robots by providing edge logging, cloud upload, and debugging tools for dense sensor data, enabling AI improvement across diverse robotics verticals.
"Yeah, so we build data infrastructure for robots and physical AI. We help companies with logging and collecting data at the edge on their robots. Um uploading, getting data off ro…"
2:28
$FOXGLOVE
Foxglove
HIGHadrian mcneill·The Information·11 months ago·Why Investors Are Pouring Money into Physical AI· position
Foxglove CEO: Data infrastructure for physical AI spans startups to Nvidia and Anduril
Foxglove provides data logging, collection, and analysis infrastructure for robots deployed in poor connectivity environments, serving customers from early-stage startups to industry leaders like Nvidia, Anduril, and Shield AI across autonomous vehicles, warehouse robotics, and defense.
"Yeah, so we build data infrastructure for robots and physical AI. We help companies with logging and collecting data at the edge on their robots. Um uploading, getting data off ro…"
2:28
$ECLIPSE
Eclipse
HIGHadrian mcneill·The Information·11 months ago·Why Investors Are Pouring Money into Physical AI
Foxglove CEO: Eclipse backed us early with decade-long hardware and robotics conviction
Eclipse Venture Partners invested in Foxglove at inception in 2021 when most VCs questioned the robotics market, leveraging their nearly decade-long track record in hardware and robotics to provide conviction-backed early support.
"We were very lucky. We started the business in 2021 and you know at the time most of the investors were say hey we're going to go build developer infrastructure for robotics indus…"
8:06
8
Robotics & Physical AItailwind
Foxglove CEO: Developer infrastructure for physical AI emerges as familiar SaaS-like vertical
The developer infrastructure layer for physical AI is structuring as a traditional SaaS business with familiar margins and pricing, making the broader robotics boom accessible to generalist investors who understand software economics but not hardware complexity.
7
Venture Capitalheadwind
Traditional VCs remain hardware-averse despite physical AI hype, creating expertise gap
Many traditional software VCs express interest in robotics but refuse to invest in hardware, forcing founders to either find specialist firms like Eclipse or structure as software plays; this expertise gap persists even as physical AI hype grows.
7
Robotics & Physical AImixed
Traditional VCs are robotics-curious but lack hardware investing expertise
Many software-focused VCs are exploring robotics investments after Nvidia's Jensen Huang highlighted physical AI, but most admit they don't invest in hardware, creating a gap between interest and capability that favors specialized firms like Eclipse and infrastructure plays like Foxglove.
6
Venture Capitalmixed
Generalist VCs are 'robotics curious' but lack hardware expertise; SaaS infrastructure models like Fox Glove bridge the gap
Traditional software VCs are exploring robotics/physical AI but often lack hardware investing capability. Companies structured as familiar SaaS infrastructure (margins, pricing) can access broader capital while still capturing the physical AI tailwind.
6
Venture Capitalheadwind
Most VCs lack hardware expertise to invest in robotics; 'robotics curious' but can't square hardware circle
Fox Glove CEO Adrian McNell observes that many traditional software VCs are 'robotics curious' after Jensen Huang's physical AI comments, but few have hardware investing capability; this expertise gap favors specialized firms like Eclipse and creates fundraising challenges for robotics startups.