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▶ 0:28 · $OUTSET · 8VC backs Outset as killer AI research application after 8x revenue growth
episode briefing
Joe Lonsdale

How AI Agents Are Transforming This $140 Billion Industry

2026-07-02 · 2 company · 3 thematic
sentiment
2 bull0 bear0 neu
speakers
jack moskovich

Jack Moskovich is a partner at 8VC who led the firm's investment in Outset. He works closely with portfolio companies on go-to-market strategy and organizational scaling.

joe lonsdale

Joe Lonsdale hosts American Optimists. He co-founded Palantir Technologies and founded venture firm 8VC. He previously hired Scott Wu at an early company and references his experience building Palantir's forward-deployed engineer model and government technology partnerships.

quote
“This is the killer application for insights and research with AI period. It's so obvious from what we've already talked about it's the killer application. So the market tipped and now you have the big research budgets at the big companies…”
—jack moskovich

episode shorts · 2

Why people reveal more to AI than humans

How AI is transforming consumer research

now playing · $OUTSET
$OUTSETbullish· high· posjack moskovich
8VC backs Outset as killer AI research application after 8x revenue growth
Outset solves the fundamental trade-off between survey scale and interview fidelity by using AI moderators to conduct deep customer interviews at infinite scale, creating a new ca…
$OUTSETbullish· high· posjoe lonsdale
Outset achieves 8x revenue growth with zero regrettable churn, beating top labs for talent
Outset has demonstrated exceptional product-market fit with 8x revenue growth, 75-person team doubling in months, 80%+ offer acceptance rate beating multi-million dollar lab packa…