neil susan

Physical AI — combining automation, autonomy, and AI in the physical world (manufacturing, semiconductors, defense, robotics) — represents 85% of global GDP and offers a historic opportunity to reindustrialize the US; Eclipse's portfolio spans compute, energy, defense, and manufacturing companies becoming large businesses.

Neil Susan argues that investing in physical AI — automation, autonomy, and advanced manufacturing — can lift US economic growth back to over 5% annually, creating a structural tailwind for related equities and private ventures.

Physical AI spanning manufacturing, semiconductors, defense, and robotics is where automation meets autonomy, potentially enabling US GDP growth above 5%. Companies in semiconductors, energy, and robotics are becoming large businesses for the first time, making this the best moment in history to build in physical AI.

He argues that growing local opposition and regulatory uncertainty threaten to slow data‑center build‑out, raising costs and delaying returns on AI infrastructure investments.

Local pushback (NIMBYism) threatens data center projects; industry must better communicate job creation, lower energy costs, and profit-sharing with communities rather than letting social media drive negative narratives — regulation risk if they fail.

Founders experiencing rapid wealth creation (seed to large rounds in months) need guidance to focus on long-term substance and principles rather than valuation; Eclipse advises ignoring valuation marks and building for decades, with opportunity cost of not starting companies now being very high.