Alex Kolicich is a founding partner at 8VC who combines deep computer science training and engineering experience with venture investing, giving him a technical perspective on enterprise, infrastructure, AI, and Bio-IT investments. He's known for his focus on Defense Tech and national security innovation, and for publishing detailed H1/H2 market analysis letters that synthesize macro conditions, venture flows, and AI platform shifts.

• Deep interest in the macro-economics of AI infrastructure and the shifting competitive landscape. Analyzes how hardware giants like Nvidia use financing strategies to create moats as technical advantages in inference shrink, and closely monitors the global race in autonomous systems, comparing the progress of domestic leaders like Waymo against Chinese competitors like Baidu.
• A focus on operational efficiency and lean business models within the biotech sector. Criticizes the traditional waste and bloat found in US pharma, favoring AI-driven approaches that can make commercializing drugs for rare diseases viable, as seen with his support for companies like Mendra.
• Commitment to San Francisco and a philosophy of civic virtue. Expresses a strong preference for builders who stay to improve their communities rather than fleeing during hard times, and appreciates regulatory environments that support innovation, such as California's permissive stance on early self-driving vehicle testing.
• Preference for tangible value creation over financial engineering or speculative trends. Skeptical of companies that erode shareholder value through excessive stock-based compensation, using Snap as a negative example, and criticizes consumer fintech platforms that gamify investing into something resembling sports betting.
• Bullishness on the transition from AI models to AI-native applications. Believes the market is moving past the initial infrastructure phase into a period where software companies will reshape legacy industries, arguing that most AI software is currently underpriced relative to the advantage it offers in established business sectors.