Eclipse

ALSO. is quickly emerging as a category-defining company in micromobility. The company — spun out of Rivian — is already being valued at ~$1B and landing major commercial partnerships, including with DoorDash, ahead of broad product launch. This momentum reflects a larger shift: • The need for newer, smaller, and less expensive form factors to meet transportation needs • Software-defined hardware platforms • Logistics demand shaping product from day one Also is building for this new reality. Eclipse partnered early, leading Also’s initial $105M funding round at spinout, and we’re excited to support the team as they redefine the micromobility category. More from Bloomberg's Edward Ludlow: https://bit.ly/3PWnZml Congratulations RJ Scaringe, Chris Yu, and ALSO team!

“Dogfighting in space” won’t look like the movies, but it’s closer than most people think. True Anomaly is building a new class of maneuverable, software-defined satellites designed for high-tempo orbital engagement — capable of tracking, approaching, and responding to threats in real time. Their flagship “Jackal” spacecraft flips the traditional satellite model: Instead of static, long-life assets, these are agile, potentially expendable systems built for speed, scale, and adaptability. The shift reflects a broader reality: Space is now a contested domain. With rising threats from peer nations, the U.S. is moving toward proliferated, lower-cost architectures and faster deployment cycles — more akin to autonomous air combat than legacy space programs. Backed by ~$400M and already working with the U.S. Space Force, True Anomaly is positioning itself at the center of this transformation — where hardware, autonomy, and defense strategy converge. More from Ars Technica's Stephen Clark: https://bit.ly/4lThwo1

AI is flipping the script on where value lives. In a recent Business Insider piece, Eclipse Partner Joe Fath explains the shift: As AI floods the world with “bits” (software), their marginal value drops, fast. Meanwhile, “atoms” are having a moment. Breakthroughs in robotics and embodied AI are making physical industries — like manufacturing, logistics, and energy — more programmable, scalable, and investable than ever. For years, software won on capital efficiency. AI is changing that. The next wave of outsized returns won’t just come from code — they’ll come from the real world. https://bit.ly/4rV64K7

Congratulations Zain Asgar, Michelle Nguyen, Omid Azizi, Natalie Serrino, and Gimlet team!

Maritime infrastructure has quietly become one of the most overlooked — and most critical — frontiers for modernization. Today’s announcement from Arc underscores a broader shift. With a $50M Series C, the company is expanding into commercial and defense vessels, bringing electric propulsion to the systems that underpin ports, logistics, and national security. For decades, these sectors have relied on legacy diesel technology. But the economics and the strategic landscape are changing. Electrification offers not just lower operating costs, but improved reliability, reduced maintenance, and greater energy resilience — advantages that matter at both a commercial and national level. What stands out about Arc is their commitment to building a fully integrated platform across batteries, drivetrains, and software. That kind of vertical approach is what enables real step-change progress in industries that haven’t historically moved quickly. Eclipse believes the electrification of maritime systems will be a defining theme of the next decade — both as an industrial transformation and as a matter of strategic importance. For more on today's news from TechCrunch's Sean O'Kane: https://bit.ly/479HRs0 Congratulations Mitch Lee, Ryan Cook, and Arc team!

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For decades, autonomy has been one of the hardest problems in technology: Teaching machines to safely understand and navigate the real world. Wayve is taking a fundamentally different approach. Instead of hand-coded rules, they’re building AI-first driving systems trained end-to-end with machine learning — enabling vehicles to learn how to drive from data and real-world experience. It’s a bold bet on embodied AI — and one that could reshape how people and goods move through cities. As Wayve continues to scale, they’re hiring across several key roles: - Principal Engineer, Data & Compute: https://bit.ly/4bj7oQF - Senior Site Reliability Engineer, Vehicle Software: https://bit.ly/4cM38vr - Staff Machine Learning Engineer, AI Evaluation: https://bit.ly/472sGRs See all open roles at Wayve: https://bit.ly/4sGBGDU

In late 2025, Eclipse partnered with RJ Scaringe and Rivian to lead the $115M seed round in Mind Robotics, with a goal to build and deploy AI-enabled robotics at industrial scale. Today, I’m excited to share that Mind Robotics has announced its $500M Series A co-led by Accel and Andreessen Horowitz.   Mind Robotics is building a full-stack industrial robotics platform — combining foundation models, purpose-built robotics, and deployment infrastructure to enable robots to perform dexterous, variable, and reasoning-intensive tasks that traditional automation has struggled to address. With Rivian as a major shareholder and partner, Mind has unique access to a large data flywheel for training the models, deep engineering expertise to build complex hardware systems at scale, and a live manufacturing environment for deploying robots — an unparalleled foundation for building the future of industrial robotics.   In my view, this is the most complete and compelling industrial robotics story in the making. More from The Wall Street Journal's Kate Clark: https://bit.ly/4dheYxP   Congratulations to RJ Scaringe and the Mind Robotics team!