Drew Oetting
Co-Founder and President, 8VC. On 2 shows, 2 appearances. The Shows tab opens the full record on each.
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.
2shows
2appearances
41statements
4resolved
2supported
0contradicted
50%fully supported
5said about them ↓ Everything Drew Oetting said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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…”
Oetting: Genomic medicine will transform economy and lives almost as much as AI
“I think there's going to be almost as much of a change in, like, the way that our economy and our lives work from genomic medicines as from AI.”
Oetting: Growth Hardtech Needs Risk-Tolerant Infrastructure Project Financing
“There's a big gap between using venture capital and the private credit markets that are more traditional and sort of profit oriented. And there really needs to be an basically infrastructure financing or project financing for growth stage businesses. That's a …”
Oetting: AI Productivity Will Substantially Mitigate US Debt in 20–30 Years
“I believe over the next 20 or 30 years it will make a huge difference. Yes. I just think in the short run, there's investments that need to be made to realize that. And I think that, you know, the way that our system deals with that is by adding to the debt.”
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…”
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…”
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.”
Oetting: 30% of 8VC's deployed capital goes to internally co-founded companies
“It's now 30% of what we do. All of our capital employees and, you know, 30% of it goes into companies we co-founded.”
Oetting: Sutter Hill has done venture incubation better than anyone
“I mean, Sutter Hill has done this better than anyone.”
Oetting: OpenGov's ~$2B exit rivals Palantir on a relative basis
“On a relative basis, like, I think having like a nearly two billion dollar exit for state and local Government software is like probably equivalent to like a Palantir type outcome or something.”
Oetting: Bonus depreciation tax incentives fail to help venture-backed startups
“Bonus depreciation is awesome. If you're Boeing, It's awesome if you're a real estate developer. And that's great, but it doesn't do anything for a startup because they're a C Corp. So it doesn't pass through their investors. They have plenty of net operating …”
Oetting: Trade labor robotics is much further off than software automation
“Maybe robotics will get there and there'll be, you know, a real sort of conflict between, you know, whatever robot can do electrical work and electricians. But I think that's much farther off than you know, automating low-level web design.”
Oetting: 'Build It And They Will Come' Is Bad Hardtech Strategy
“Well, like with resilience, one thing we learned, which is going to sound very obvious, but you know, early on, we took a little bit of like, if we build it, they'll come strategy. That's a bad idea. It's much better to buy or invest in a facility alongside a …”
Oetting: A Human Will Be on Mars by 2050
“I would say we'll be on Mars by 20 50. I don't think we would, I mean, colonized maybe is like, depends what that means, but I think there will be a human on Mars by 20 50.”
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.”
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.”
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…”
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.”
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.”
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.”
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.”
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.”
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.”
Oetting: Reindustrialization Requires Unprecedented Government and Startup Collaboration
“And I think that it's probably the biggest reality of this reindustrialization concept, I think is that it's going to require the federal government and some state governments and startup companies to interact in a way that is probably hasn't happened in a lon…”
The other half of the tape: Drew Oetting's own voice is left out of every number here. Other people bring the name up 4 times in 3 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →
Who brings them up most Molly O'Shea 1Harry Stebbings 1Darian Shirazi 1Alex Kolicich 1
Statements about Drew Oetting, by other people (1)
Mavrookas: Five to ten new defense primes will scale within a decade
“I think over the next five to 10 years, I'll answer, I won't dodge the question completely. I think there will be somewhere, but around five to 10. I think you'll see five to 10 really, like, big impactful companies scale over the next five to 10 years, and ho…”
Every mention by year
tap a year for its mentions
20VC 2
Sourcery 2
2026 1 mention in 1 episode
2024 1 mention in 1 episode
One line per show, most statements first. The link opens Drew's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| SOURCERYLEDGER | Co-Founder and President, 8VC | 1 | 26 | 67% 2/3 | full record on Sourcery → |
| 20VCLEDGER | Co-Founder and President, 8VC | 1 | 15 | 0% 0/1 | full record on 20VC → |