$OVERLOOK-CAPITAL · New VC fund targets 25-30% IRR by concentrating in overlooked 50-150% growers below top 50

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Joe Lonsdale

AI Investing Strategy for 2026

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New VC fund targets 25-30% IRR by concentrating in overlooked 50-150% growers below top 50

2026-05-22 · 2 company · 2 thematic

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eric scott

Eric Scott is managing partner of Overlook Capital, former principal at Founders Fund (Peter Thiel's fund), worked with Max Levchin at HVF Labs, spun out SciFi VC, advised 8VC, and helped build Harbor Health. He grew up in Chicago, attended Claremont McKenna, and started investing in 2013.

quote

“It means there are enormous dislocations in the market. Anthropic and Anduril and SpaceX, these are phenomenal companies. They will be generation-defining companies, and it is a good strategy to give money to 8VC and Founders Fund and Thri…”

—eric scott

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