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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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CNET

Microsoft Build 2026: See All the Highlights in 15 Minutes

See all the biggest announcements from Microsoft CEO Satya Nadella at Microsoft’s Build conference in San Francisco. Microsoft showed off its native OpenClaw app for Windows, new Unmetered Agentic AI models and a preview of Microsoft’s quantum computer, Majorana 2. Follow CNET’s Live Blog from Microsoft Build 2026 Live from Microsoft Build 2026: Every Piece…

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See all the biggest announcements from Microsoft CEO Satya Nadella at Microsoft’s Build conference in San Francisco. Microsoft showed off its native OpenClaw app for Windows, new Unmetered Agentic AI models and a preview of Microsoft’s quantum computer, Majorana 2.

Follow CNET’s Live Blog from Microsoft Build 2026
Live from Microsoft Build 2026: Every Piece of AI, PC and Copilot News Dropped Today

0:00 Introduction & The Frontier Intelligence Ecosystem
1:24 Local AI Models: Ion Instruct & Ion Plan
1:59 Hardware Shift: Nvidia RTX Spark & Surface Ultra
3:05 Surface RTX Spark Devox “Dream Machine”
3:56 Data Centers on the Desktop (Windows on DGX)
4:39 Guest: Jensen Huang on Autonomous AI Companions
6:42 OpenClaw Integration Natively on Windows
7:34 OpenClaw Windows Companion App & Live Demo
9:05 Testing the Sandbox Security (Live File Deletion Fail)
10:21 Enterprise OpenClaw: Security, Observability & Plugins
11:44 Quantum Computing Breakthroughs: Majorana 2 Revealed
14:42 Satya Nadella’s Closing Vision for the Ecosystem

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Waymo’s Ojai Minivan: First Impressions

Get an early tour of Waymo’s newest robotaxi, the Ojai minivan 🚐

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Get an early tour of Waymo’s newest robotaxi, the Ojai minivan 🚐

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Watch Microsoft Build 2026 from San Francisco

Microsoft CEO Satya Nadella takes the stage for the annual Build conference and opening keynote from San Francisco, California. Watch the replay of Microsoft Build 2026 and check out the highlights including an OpenClaw app for Windows, Microsoft’s latest quantum computer, and an update from Nvidia’s CEO, Jensen Huang. Read more about Microsoft Build on…

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Microsoft CEO Satya Nadella takes the stage for the annual Build conference and opening keynote from San Francisco, California. Watch the replay of Microsoft Build 2026 and check out the highlights including an OpenClaw app for Windows, Microsoft’s latest quantum computer, and an update from Nvidia’s CEO, Jensen Huang.

Read more about Microsoft Build on CNET.com
Microsoft Plans to Bring Copilot Into the Agentic AI Age

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