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▶ 6:12 · AI Agents · AI moderated research agents replace surveys with scalable deep interviews
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.

episode shorts · 2

Why people reveal more to AI than humans

How AI is transforming consumer research

now playing · AI Agents
AI Agentstailwindscore 8/10aaron cannon
AI moderated research agents replace surveys with scalable deep interviews
AI agents can now conduct one-on-one customer interviews at infinite scale, eliminating the historic trade-off between survey breadth (low fidelity) and manual interview depth (low scale).…
AI Economics & Business Modelstailwindscore 7/10aaron cannon
AI research tools convert cost centers into growth engines by bending the economic curve
Unlike customer support automation which reduces cost on static demand, AI research tools expand the addressable research surface — each researcher becomes infinitely more valuable, and suc…
Enterprise AI Adoptiontailwindscore 8/10aaron cannon
Enterprise AI research market tips from education phase to demand-constrained pull
The market for AI-moderated research has shifted in the last 12-18 months from requiring extensive category education to a pull-driven cycle where large enterprises have defined budgets and…