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8VC

USCAGBOtherEnterpriseB2B SaaSAI/MLHealthtechBio/PharmaCybersecurityDeep TechDevtoolsOther

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Investment thesis

8VC's 'Smart Enterprise' thesis, articulated in 2013, posits that the next dominant technology wave will be driven by leveraging data integration, enabling human experts to solve non-linear problems, and building platforms that harness network effects to take on entire problem spaces. The firm predicted that 'the smart enterprise wave will disrupt nearly every major sector of the global economy,' and invests across logistics, life sciences, healthcare, IT infrastructure, and government & defense to validate that vision. Founded by Joe Lonsdale (co-founder of Palantir), 8VC partners with elite founders to build transformational technologies that create long-term economic and societal value. The firm is guided by principles of principled contrarianism, positive-sum thinking, and patriotism — believing in the American experiment and that the boundaries between commercial technology, government technology, and national security are converging. When the companies 8VC wants to back don't yet exist, it builds them through its proprietary 'Build' program.

Notable quotes

We are proud to announce 8VC Fund V, with $880 million in new capital to continue our work supporting and partnering with entrepreneurs at every stage of their journey, and building companies ourselves.

Joe Lonsdale · https://www.8vc.com/resources/announcing-8vc-fund-v · 2023-03-01

For most of 20 years, the naive mainstream view of Palantir was that it was a 'glorified consultancy' — a services firm and not a real tech innovator building SaaS 'products' or 'platforms'. To dismiss Palantir early on was short-sighted, given they'd hired some of Silicon Valley's top tech talent, but it was based on a factual observation: unlike most software businesses, many of our engineers spent significant time working alongside our customers.

Joe Lonsdale · https://8vc.com/resources/the-ai-services-wave-lessons-from-palantir-in-the-new-age-of-ai · 2024-10-31

Being different gets attention. Being different, and right, can change the world.

Joe Lonsdale · https://8vc.com/about-us

Recent investments

CompanyRoundSizeDate
Anduril IndustriesSeries C+
Palantir TechnologiesEarly Stage
RampSeries B+
FlexportSeries C+
Guardant HealthSeries C+
Candid HealthSeries C$53m2025
Tempero BioSeries B$70m2025
Latent LabsSeries A$40m2025
SaronicSeries C+
ResilienceSeries C+

Frequent co-investors

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