{"id":380367,"date":"2026-04-07T23:12:10","date_gmt":"2026-04-07T23:12:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/380367\/"},"modified":"2026-04-07T23:12:10","modified_gmt":"2026-04-07T23:12:10","slug":"vc-eclipse-has-a-new-1-3b-fund-to-back-and-build-physical-ai-startups","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/380367\/","title":{"rendered":"VC Eclipse has a new $1.3B fund to back \u2014 and build \u2014 \u2018physical AI\u2019 startups"},"content":{"rendered":"<p id=\"speakable-summary\" class=\"wp-block-paragraph\">It takes just a skim of Eclipse\u2019s recent investments to see where this venture firm\u2019s interests lie \u2014 and where it is headed.<\/p>\n<p class=\"wp-block-paragraph\">The Palo Alto-based VC, which saw its median deal size explode over the past several years, has poured an increasing amount of money into the \u201cphysical world.\u201d Its deals include electric boat developer <a href=\"https:\/\/techcrunch.com\/2026\/03\/19\/arc-expands-into-electric-commercial-and-defense-boats-with-50m-raise\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Arc<\/a>, buzzy battery recycling and material firm <a href=\"https:\/\/techcrunch.com\/2026\/01\/28\/redwood-attracts-google-for-its-425m-series-e-as-ai-power-needs-rise\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Redwood Materials<\/a>, self-driving construction vehicle startup Bedrock Robotics, autonomous vehicle tech company Wayve, and industrial robotics lab <a href=\"https:\/\/techcrunch.com\/2026\/03\/11\/rivian-mind-robotics-series-a-500m-fund-raise-industrial-ai-powered-robots\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Mind Robotics<\/a>.<\/p>\n<p class=\"wp-block-paragraph\">With <a href=\"https:\/\/eclipse.capital\/blog\/announcing-eclipse-fund-vi-and-early-growth-iii\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">$1.3 billion in fresh capital<\/a> \u2014 which is split between a $591 million early-stage incubation fund and one more oriented toward growth startups \u2014 Eclipse is zeroing in on what partner Jiten Behl describes as the next big technological era.<\/p>\n<p class=\"wp-block-paragraph\">\u201cOver the last two decades, we\u2019ve seen multiple waves of innovation,\u201d Behl said, listing the internet, mobile cloud, and social media eras. \u201cThis is the first time where stuff is going to move from our screens into the physical world; we\u2019re going to see advanced levels of intelligence, along with actual actions, in terms of solving problems in the real, physical world.\u201d<\/p>\n<p class=\"wp-block-paragraph\">AI and the physical world have collided; the ubiquity of the term \u201cphysical AI\u201d is just one signal. Behl said this era is being propelled by a confluence of talent, technological advancements, demand, and policy. And, of course, capital.<\/p>\n<p class=\"wp-block-paragraph\">\u201cWe have a nice war chest to go and make a serious dent in the market and support the companies in the right way across the life cycle,\u201d he said. <\/p>\n<p class=\"wp-block-paragraph\">Eclipse isn\u2019t breaking new ground by investing in physical AI. It is, after all, the next shiny new thing to invest in. How Eclipse picks startups is worth noting. The VC is looking to invest across all physical sectors, including transportation, energy, infrastructure, compute, and defense. The interesting part, as Behl described it, is a strategy to build a web, or ecosystem of startups in overlapping fields that will likely become partners as they scale.<\/p>\n<p>Techcrunch event<\/p>\n<p>\n\t\t\t\t\t\t\t\t\tSan Francisco, CA<br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t|<br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026\n\t\t\t\t\t\t\t<\/p>\n<p class=\"wp-block-paragraph\">\u201cScale is so important, and if you can put it together in a way where companies partner early on to build scale, to build proof points, it just then enables them to go after the next set of demand,\u201d Behl said, explaining that portfolio companies will partner with each other directly, but hopefully, also work with each other\u2019s partners.<\/p>\n<p class=\"wp-block-paragraph\">In some cases, those startups will be incubated within the confines of Eclipse. Behl said Eclipse plans to build companies from this new fund. And while he wouldn\u2019t give too many hints, he did confirm that process has already started.<\/p>\n<p class=\"wp-block-paragraph\">\u201cWe\u2019re definitely working on a couple of really cool ideas,\u201d he said, noting that Eclipse is particularly interested in startups that work across enterprises.<\/p>\n<p class=\"wp-block-paragraph\">\u201cThe next insight is like, how do you connect these sectors? How do you build scale across sectors? And how do you use the data across sectors to build that moat?\u201d he posed, adding data would be used to train smarter AI models to benefit a broader group. \u201cThat\u2019s sort of the general thesis that we\u2019ve been working on.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"It takes just a skim of Eclipse\u2019s recent investments to see where this venture firm\u2019s interests lie \u2014&hellip;\n","protected":false},"author":2,"featured_media":380368,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,6731,85,46,125,4541],"class_list":{"0":"post-380367","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-eclipse","12":"tag-il","13":"tag-israel","14":"tag-technology","15":"tag-venture"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/380367","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=380367"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/380367\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/380368"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=380367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=380367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=380367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}