8VC

What they do

Founded in 2015 by Palantir co-founder Joe Lonsdale and his partners, 8VC emerged from the ashes of Formation 8 to become one of the most prominent contrarian venture capital firms in the United States. The firm is deeply rooted in the "Smart Enterprise" thesis, believing that emerging data platforms and AI will replace decades-old technology infrastructure across legacy industries. 8VC is uniquely positioned in the market due to its "8VC Build" program, where the partners act as co-founders to incubate companies addressing massive conceptual gaps in sectors like defense, logistics, and healthcare. Known for its unapologetic patriotism and contrarian philosophy, the firm has built a formidable reputation as a kingmaker in defense-tech, bio-IT, and supply chain logistics.

What they look for

8VC operates under the overarching motto: "The world is broken. Let's fix it." Their foundational "Smart Enterprise" thesis posits that leveraging data integration, enabling human experts to solve non-linear problems, and harnessing network effects will disrupt nearly every major sector of the global economy. They focus on transforming the foundational infrastructure of legacy industries rather than chasing incremental consumer trends.

Stage

Pre-seed, Seed, Series A, Series B+

Sectors

SaaS, Mobility and logistics, Deeptech, Healthcare, AI

Based

Austin, US