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Sourcery
Molly O'Shea interviews leading investors, CEOs, and founders about technology companies, markets, and company building.
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Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
Eclipse is targeting the physical economy—about 85% of global GDP, or $100 trillion—where deglobalization, supply-chain vulnerability, government support, and customer demand are reopening neglected opportunities.With about $12.5 billion in AUM, roughly 90 portfolio companies, and 30 it helped build, its operators-with-capital model links CapEx, manufacturing, policy, and systems execution, while its free-cash-flow focus and non-formulaic incubation leave execution, timing, and repeatability as key variables.