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: Building a University Is a Startup Without Profit Upside
“Building a new university. It's like starting a super complex startup, but there's no like profit, you know, dream at the end of it.”
Oetting: Over-refining startup concepts makes them less appealing to top founders
“I think also top founders, like, they want to have They want an idea to be theirs, at least to some extent. And so if you over refine the idea, then it can become less interesting to a founder who wants to, you know, take it, you know, put their own, kind of p…”
Oetting: Combining investing and incubation fails without intentional culture and incentives
“I think the thing that's underappreciated is how much your organization has to be designed intentionally to make to balance this sort of dichotomy of starting companies and investing in them. There, there's definitely some overlap, but I think if you don't int…”
Oetting: Saronic employees work in person six days a week
“They also work six days a week in person, which is pretty cool.”
Oetting: The US has fallen behind most in shipbuilding capacity
“Figuring out how to build ships in the United States again, which is an area that we probably have, you know, the fallen behind the most. In terms of our capacity. And that's on the defense side, but also on the commercial side as well.”
Oetting: Drug developers ignore manufacturing efficiency due to 90%+ margins
“Part of that's because if you're successful, it's, you know, like a 99% margin business. So if you can do it, if you're really bad and it's an 89% margin, who cares?”
Oetting: Pharma companies resist new manufacturing tech to protect approved drugs
“Pharma companies are rationally incredibly averse to switching their process because they've already, you know, they make tons of investments or acquisitions across all these different sort of binary bets. You get one that works, you don't want to have to go d…”
Oetting: AI will drive massive 20-year productivity boom for physical businesses
“I think it's gonna be a massive productivity gain, at least for the next 20 years. If you're like, you run a construction company, or you have an HVAC business. Because right now you're paying some person 50 grand to make your website. Like that's done.”
Oetting: Trump Will Boost US Manufacturing Share, But Under 13.1% GDP
“I think that the Trump administration will bring, will make a big dent on that, that will improve, but I don't think it'll hit 13.1%.”
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…”
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.”
Oetting: 8VC has co-founded over two dozen companies over past decade
“And I think Joe and I and the rest of the EPC crew have probably done over two dozen at this point over the last, you know, decade or so.”
Oetting: 8VC employs three to six full-time EIRs to incubate startups
“The predominant way now is that we have a group of three or six EIRs at any time that are, you know, they're full-time employees at APC, but they're working only on sort of the process of either coming to an idea or getting it ready to kind of launch.”
Oetting: 8VC Writes Initial Incubation Checks Between $3M and $40M
“The initial check size for us is like, it's probably three to four million on the small side and maybe 25 to 30 or 40 the bigger side.”
Oetting: Saronic acquired and is retrofitting an old shipyard
“They bought a, an old shipyard you know, and they're retrofitting that, but then they're, they have much bigger plans too.”
Oetting: Life science GMP facilities carry immense fixed costs regardless of utilization
“In life science, these facilities are incredibly expensive. They require huge amounts of labor that needs to be there, whether there's a commercial project or not. Because you're a GMP manufacturing facility, you can't have, you know, mold accumulating. If you…”
Oetting: 8VC companies Resilience and Saronic will manufacture exclusively in US
“We're not going to build our, you know, our fill finish facility in any other country at Resilience. We are 100%, we're more than 100% all in, in that facility, right? Cerronek's not going to go build ports in, you know, some random tax haven place just becaus…”
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 → |