Lior Susan on Why Now Is the Time to Build Industrial Giants

The next generation of technology giants may not be built in software. They may be built in factories.

In this episode of Technoventure, Peter High speaks with Lior Susan, Founder and Managing Partner of Eclipse, about why AI, robotics, and industrial innovation are transforming the economics of American manufacturing.

Lior explains Eclipse’s five-forces framework for building industrial companies and why physical industries represent a significant opportunity for venture capital.

They explore:

• How AI and robotics enable competitive domestic manufacturing

• Why industrial startups need operating expertise beyond capital

• The infrastructure opportunities emerging from AI’s energy and compute demands

• Why humanoid robotics may be getting ahead of practical applications

• How policy and national security are shaping industrial investment

Listen to discover why Lior believes this is an extraordinary moment to build companies in the physical world.