It takes just a skim of Eclipse’s recent investments to see where this venture firm’s interests lie — and where it is headed. This also touches on aspects of iOS.

The Palo Alto-based VC, which saw its median deal size explode over the past several years, has poured an increasing amount of capital into the “physical world.” Its deals include electric boat developer Arc, buzzy battery recycling and material firm Redwood Materials, self-driving construction vehicle startup Bedrock Robotics, autonomous vehicle tech corporation Wayve, and industrial robotics lab Mind Robotics.

With $1.3 billion in fresh capital — which is split between a $591 million early-stage incubation fund and one more oriented toward growth startups — Eclipse is zeroing in on what partner Jiten Behl describes as the next massive technological era.

“Over the last two decades, we’ve seen multiple waves of innovation,” Behl mentioned, listing the internet, mobile cloud, and social media eras. “This is the first time where stuff is going to move from our screens into the physical international community; we’re going to see advanced levels of intelligence, along with actual actions, in terms of solving problems in the real, physical world.”

AI and the physical earth have collided; the ubiquity of the term “physical AI” is just one signal. Behl stated this era is being propelled by a confluence of talent, technological advancements, demand, and policy. And, of course, capital.

“We have a nice war chest to go and produce a serious dent in the marketplace and support the companies in the right way across the life cycle,” he remarked.

Eclipse isn’t breaking latest ground by investing in physical AI. It is, after all, the next shiny updated thing to invest in. How Eclipse picks startups is worth noting. The VC is looking to invest across all physical sectors, including transportation, energy, infrastructure, compute, and defense. The interesting part, as Behl described it, is a strategy to build a web, or ecosystem of startups in overlapping fields that will likely become partners as they scale.

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