Скачать или смотреть Factories, Lasers, Chips & Luck: One Investor's BIG Bet on Industrial Startups | Lior Susan, Eclipse

In this episode of the Venture 2 Victory podcast, Tim Tonella sits down with Lior Susan, Founder and Managing Partner of Eclipse — a $4B investment firm transforming physical industries like manufacturing, supply chain, energy, construction, and defense.

Lior shares his incredible journey from growing up on an Israeli kibbutz and serving in special forces, to becoming a leading venture capitalist investing in advanced technologies such as AI, semiconductor innovation, robotics, high-speed manufacturing, and U.S.-based infrastructure startups.

Discover why 85% of the global $100 trillion economy remains untapped by traditional venture capital, and how Eclipse is bridging the gap between hardware, software, and AI to drive the next wave of industrial disruption.

Highlights from this conversation:

✅ Why physical industries are the next big opportunity in venture capital
✅ The critical role of semiconductors, AI computing, and data centers in powering the future
✅ National security, onshoring, and the geopolitical stakes in tech and manufacturing
✅ Lior’s views on founder mindset, leadership, and the true cost of entrepreneurship
✅ How companies like Cerebras are revolutionizing AI compute infrastructure
✅ The future of AI-driven manufacturing, hardware startups, and industrial innovation

If you’re passionate about AI, cloud infrastructure, industrial technology, manufacturing startups, semiconductor innovation, venture capital, or the future of U.S. tech leadership, you’ll love this discussion.

👉 Don’t miss these insights from one of Silicon Valley’s top investors reshaping how the real world is built and operated.

CHAPTERS

00:00 Introduction to Lior Susan and Eclipse
03:07 Lior's Unique Journey: From Kibbutz to Special Forces
06:04 The Parallels Between Military and Startup Success
08:57 Investing in Physical Industries: A Missed Opportunity?
12:00 Nationalism and Infrastructure: A Call to Action
14:54 Case Studies: Transforming Traditional Sectors
18:05 The Founder's Mindset: Qualities of Successful Entrepreneurs
24:59 Building a Full Stack: The Importance of Talent
25:40 Transforming Industries: The Mindset of Successful Leaders
27:22 Navigating Challenges: The Role of Experience in Leadership
28:29 The Investor's Perspective: Understanding Entrepreneurial Pressure
29:47 The Weight of Responsibility: Insights from Entrepreneurs
31:00 The Sacrifices of Entrepreneurship: A Personal Journey
32:49 Lessons from the Military: Communication and Leadership
35:11 The Balance of Speed and Thoughtfulness in Business
37:01 The Importance of Humility and Integrity in Leadership
39:43 Authenticity in Entrepreneurship: The Key to Success
41:54 The Role of Luck in Success: A Double-Edged Sword
44:51 Victory Redefined: Inspiring the Next Generation

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ABOUT THIS PODCAST AND INTERVIEW HOST

Welcome to our channel. I'm Tim Tonella, CEO of MatchStar Venture Search, a 25-year national executive search firm serving the venture capital and private equity technology space. My team and I have placed over 1,000 leaders into some life transforming companies!

Our goal in launching the VENTURE 2 VICTORY Channel is to provide inspiration, guidance, and community access for Founders, CEOs, and C-suite executives looking to growth their companies, start a new venture, or seek out new opportunities.

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To check out MORE about Tim:

►► www.linkedin.com/in/timtonella/
►► www.matchstar.com
►► www.dreamjobamerica.com