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Drew Oetting

Co-Founder and President, 8VC · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounder@andrewoetting ↗LinkedIn ↗8vc.com ↗

Drew Oetting helped launch 8VC alongside Joe Lonsdale, directing early-stage investments across enterprise software, healthcare delivery, biomanufacturing, and defense. Through 8VC’s incubation and build program, he has co-founded and supported companies including Affinity, Resilience, and Saronic.

15statements → 2claims → 1claims resolved → 3.87/5average certainty → 2.93/5average debate potential → ≈4.5/5argument clarity, estimated → 2said about them ↓

0 supported 1 partly supported 0 contradicted 1 not checkable as stated how the 2 claims stand · each chip opens the sources

1 prediction · 1 assertion · 6 opinions · 6 insights · 1 disclosure · every statement was checked. The prediction and assertion are the 2 claims: statements the public record can support or contradict. 1 is resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Drew argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: speaking style how? →

243 words/min while actually speaking · 3.3 um and uh per 1k words

No argument clarity score for Drew Oetting: no usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews. Their coarse estimate from 14 exchanges on the produced feed is ≈4.5/5, shown at half point precision because the sample is small and produced tape scores higher.

Measured by listening to 3,317 words across 1 episode, but every recording we have of Drew Oetting is the aired feed, and an editor cleaned that audio before release. Some of the hesitation was cut before we ever heard it, so read these as floors: the true rates are at least this high. These are measurements of speaking style, not scores. How it's measured →

How the interview went all their pushback → series average →

Across 1 rated episode:

host pushback ▾ 5/10
pushed back at the host 2/10
setup questions received 45%

Everything Drew Oetting said on 20VC that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Oetting: Deal-By-Deal Carry Is Poisonous To Internal VC Fund Culture
“Most venture funds are set up to be highly internally competitive, which I think is crazy in a market that's as externally competitive as venture. So things like deal by deal carry, things like giving credit based off sourcing deals or serving on a board, thes…”
Drew Oetting Sep 27, 2017 ▶ 8:13 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Disclosure
Oetting: 8VC eliminated deal-by-deal carry and individual deal rewards
“So ABC, we've done away with all that. We've incentivized collaboration. So there's no concept of this is my deal or your deal. I might have responsibility for certain aspects of it because of course there needs to be Delegation. But there's no concept of rewa…”
Drew Oetting Sep 27, 2017 ▶ 8:48 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Insight
Oetting: Functional AI Requires Vertical Enterprise Data Structures First
“In order for functional AI to exist in applications, especially in the business world, we need there to be data in software systems, which means we need enterprise software with highly complex and vertically focused data structures before AI can have very much…”
Drew Oetting Sep 27, 2017 ▶ 18:50 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: Systemic US Racism Lies in the Court System, Ignored by Media
“On the left, there's very little talk in the mainstream media about the fact that the real prejudice and racism, in my opinion, that exists in the United States exist in the court system, not necessarily as much in other parts of the world.”
Drew Oetting Sep 27, 2017 ▶ 20:03 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: Venture Capital and Private Equity Are Identical Businesses
“Venture capital is so distinct, at least culturally and, you know, in the media from private equity, because fundamentally they are very similar and really they're identical businesses done at different scale and at different times in a company's life cycle.”
Drew Oetting Sep 27, 2017 ▶ 4:16 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: Private Equity Is More Operationally Focused Than Venture Capital
“Private equity actually has been incredibly entrepreneurial for a long period of time and really actually much more operationally focused than venture capital.”
Drew Oetting Sep 27, 2017 ▶ 4:47 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Assertion Partly supported
Oetting: Board Members Violate Fiduciary Duties By Prioritizing Founders
“As an investor, you are legally, if you're on a board, you are legally responsible for being company friendly. You are violating your obligations if you are founder friendly or if you are investor friendly. You're supposed to be company friendly to all stakeho…”
Drew Oetting Sep 27, 2017 ▶ 5:22 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Prediction Not checkable as stated
Oetting: VCs will shift from founder-friendly to company-friendly as companies stay private longer
“But as companies stay private longer and longer, I think that that's going to change. I think what you're going to see is investors become more company friendly. And what that manifests itself in is looking at all shareholders, not just the founders.”
Drew Oetting Sep 27, 2017 ▶ 5:53 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: Standard VC fund structures barely fit modern startup exit timelines
“I think they are, but just barely. And I'm not sure that on the sort of for the best companies, they will be set up.”
Drew Oetting Sep 27, 2017 ▶ 6:45 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: Proprietary deal flow genuinely exists at Seed and Series A
“At the C and Series A, and even sometimes Series B, these companies may not even have been written about in TechCrunch. They don't even know who they are. So I very strongly believe in proprietary deal flow at the earlier stages of the stack.”
Drew Oetting Sep 27, 2017 ▶ 9:50 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Insight
Oetting: Deep focus early in a career generates exponential returns over preserving optionality
“The reality is doubling into something you, especially early on in career, you get exponential return to your time. So focusing on one thing, you're going to get an exponential return on that.”
Drew Oetting Sep 27, 2017 ▶ 13:34 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Opinion
Oetting: VCs Are Too Obsessed With Technology Over Business Fundamentals
“Venture capitalists have become a little bit too obsessed with the technology itself versus the way the technology accomplishes creating a highly compelling business.”
Drew Oetting Sep 27, 2017 ▶ 15:36 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Insight
Oetting: Business Growth Creates Value Only With Operating Leverage
“Growth creates value when there's an argument or there is evidence of operating leverage, because then it creates more profitability.”
Drew Oetting Sep 27, 2017 ▶ 16:22 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Insight
Oetting: Young VCs Have An Advantage Because Incumbents Aren't Threatened
“The real benefit of being young, and I'm sure that you've experienced this, is that people are really willing to help you. Partially, that's because they probably don't see you as that competitive. And so they don't see you as threatening, which is probably tr…”
Drew Oetting Sep 27, 2017 ▶ 11:16 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting
Insight
Oetting: Midwest Founders Prioritize Unit Economics Due to Capital Constraints
“If you're starting a business in the Midwest, you probably had to think a lot about this because it was very expensive for you to raise money, and so you probably thought a lot more about it.”
Drew Oetting Sep 27, 2017 ▶ 18:09 20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How To Know When Growth Creates Value and When It Destroys It & How To Bootstrap Learning Most People Acquire Over Decades with 8VC Founding Partner, Drew Oetting

The other half of the tape: Drew Oetting's own voice is left out of every number here. Other people bring the name up 2 times in 1 episode on 20VC. every mention, with the transcript →

Who brings them up most Harry Stebbings 1Darian Shirazi 1

Every mention by year

tap a year for its mentions
0011212018episodesmentions
0112018episodes it came up in
0010.5212018episodesmentions per episode
2018 2 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
20VC: Why VCs Have Forgotten Their Job To Invest In Entrepreneurs not Technologists, How T Sep 27, 2017 15m
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