There’s still a lot of rumor, speculation, and alleged leaks around the possibility of Apple releasing a foldable phone, but who would this be for, anyway? One guess: it could be for people who miss the iPad Mini, if the apps can just work. #ipad #iphone #iphoneultra #iphonefold

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Fresh off raising a $1.3 billion fund, Eclipse Ventures is doubling down on what it calls physical AI. In this StrictlyVC interview from our 2026 event in San Francisco, co-founder and managing partner Lior Susan discusses robotics, manufacturing, autonomous systems, and what it takes to build enduring companies where AI meets the physical world. Plus, you can get a peek into Susan’s perspective about the SpaceX IPO.

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Elon vs. Altman is just getting started, and Musk’s own tweets are already working against him in court. Shareholders, take note 👀

Catch the full breakdown on the latest Equity podcast episode: