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Eclipse’s Jiten Behl says vertical integration is over

Jiten Behl, partner at Eclipse Ventures and former chief growth officer at Rivian, thinks we’re entering an era of major re-industrialization in the US — one where factories run on AI-powered robots, not cheap overseas labor. Behl, who helped scale Rivian from a conference room idea in 2015 to a publicly traded EV maker, is…

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Jiten Behl, partner at Eclipse Ventures and former chief growth officer at Rivian, thinks we’re entering an era of major re-industrialization in the US — one where factories run on AI-powered robots, not cheap overseas labor.

Behl, who helped scale Rivian from a conference room idea in 2015 to a publicly traded EV maker, is now investing in the next wave of industrial and mobility startups, including two Rivian spinouts: Also and Mind Robotics. It’s part of Eclipse’s larger bet that the physical world is finally ready for the kind of disruption software saw a decade ago.

Today on TechCrunch’s Equity podcast, Kirsten Korosec sat down with Behl to talk about why Rivian keeps spinning out companies, what founders in the “physical world” need that software founders don’t, and why automation is becoming necessary if the US wants to compete without Chinese supply chains.
Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts, and keep up with Equity on X and Threads, at @EquityPod.

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2 Comments

2 Comments

  1. @aymanjaber2585

    December 17, 2025 at 12:00 pm

    Yes listen to the Jew tell you why your job is going to be taken by a robot instead of someone oversees, and why that is good for you actually.

    • @Brother_Yahya

      December 17, 2025 at 3:27 pm

      Indian

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