Formation8 Partners

Joe Lonsdale co-founded Palantir at twenty-one, then Addepar and OpenGov, and has spent the decade since building 8VC into a firm with more than $6 billion under management — its seventh fund closed at $1.5 billion in July 2026 on a thesis he calls the American AI Industrial Revolution. The through-line is markets other investors avoid: intelligence agencies, municipal governments, wealth managers, defence. He runs the firm from Austin, co-founded the University of Austin and the Cicero Institute, and has made the Forbes Midas List six times.