Investment Focus & Strategy - Eclipse is at a seminal moment for physical industries, seeing significant interest and capital formation around both private and public companies in this sector [2] - The firm aims to capitalize on the re-industrialization trend supported by US policy and advancements in artificial intelligence to transform physical industries [3] - Eclipse emphasizes national security and economic sovereignty in its investment strategy, aligning with national priorities [4] - The firm will initially make smaller check sizes in early-stage ventures, scaling them over time as companies achieve escape velocity [7] - Eclipse is also prepared to make larger investments earlier for companies demonstrating strong traction [8] - The firm's sweet spots include supply chain solutions, semiconductors, defense tech, and autonomy, leveraging experience in electric vehicles, materials science, and battery technology [10] Key Lessons & Growth Drivers - A key lesson learned from companies like Tesla is the importance of a first-principles approach to building [11] - Product-market fit is crucial, solving customer problems and providing unique solutions [13] - Driving durable growth and ensuring long-term sustainability are essential for companies to become successful public entities [14] Team & Expertise - The Eclipse team has a decade-long vision and a competent team of builders [5] - The combination of the team's technical experience and the new partner's financial experience creates a synergistic effect [6]

Investment Strategy - Booz Allen Ventures is increasing its investment in venture capital [1] - This move aligns with Silicon Valley's growing involvement in defense technology [1]

Core Insights - The article highlights the expertise of Uttam, a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research extends to MedTech, Defense Tech, and Renewable Energy, indicating a broad interest in various high-growth industries [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Prior to his current role, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the tech industry [1]

Company Overview - Will Somerindyke 十年前创立了 Regulus Global，一家军事供应链和物流公司 [1] - Somerindyke 正在为一项新的国防科技项目筹集数亿美元资金 [1] - Regulus Global 将会是该项目的首个客户 [1]

Company Overview - Will Somerindyke 十年前创立了 Regulus Global，一家军事供应链和物流公司 [1] - Regulus Global 成为 Somerindyke 新 defense tech 公司的首个客户 [1] Funding & Investment - Somerindyke 正在为其新的 defense tech 公司筹集数亿美元 (hundreds of millions) [1]

Company Overview - Regulus Global is a military supply chain and logistics company founded a decade ago by Will Somerindyke [1] Funding & Strategy - Will Somerindyke is raising hundreds of millions for a new defense tech venture [1]

Company Overview - Will Somerindyke, previously involved in supplying munitions to warzones, has entered the defense tech sector [1] - Somerindyke, backed by investor BVVC, founded Union, a startup focused on manufacturing artillery shells [1] Funding & Investment - Union is reportedly in discussions to raise "hundreds of millions" of dollars in funding [1]

Will Somerindyke founded a military supply chain and logistics company called Regulus Global a decade ago. Now, he’s raising hundreds of millions for a new defense tech play. (Illustration: Samantha Lee For Forbes via Google Gemini AI) https://t.co/03mv6BF8Fu https://t.co/izCCWrLKzb ...

You yourself have a rich history in defense from an active service perspective, Ted. But I'm interested as to, therefore, what the active innovation play is. How do you invest into this moment.It's it's kind of fragmented right now, but Palantir is obviously the purest play. And if if you look at the latest conflicts on, you know, coming out of Israel and Iran and also the Ukraine and Russia, these advanced technologies that are being used are giving both Israel and Ukraine a heads up as it relates to their ...

Core Insights - The article highlights Uttam's focus on growth-oriented investment analysis, particularly in the technology sector, including semiconductors, artificial intelligence, and cloud software [1] - Uttam's research extends to other sectors such as MedTech, Defense Tech, and Renewable Energy, indicating a broad investment interest [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and Amrita Roy, is recognized by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] - Uttam's prior experience in Silicon Valley with leading technology firms like Apple and Google adds credibility to his research and insights [1]