
Ep 159: Aaron Cannon Is Building the Leading AI Customer Research Platform; It's About to Upend a $140B Industry
About this episode
Aaron Cannon is applying AI to solve one of the oldest and most important challenges in business: understanding exactly what customers want and need. Traditional consumer surveys often provide low-quality data, while one-on-one interviews are cost-prohibitive and not scalable. But AI unlocks profound new possibilities. How is Aaron using AI to conduct deep, insightful interactions at scale? What happens when organizations have always-on customer understanding? And what are the new opportunities for incorporating real-time feedback into product improvements?
Aaron Cannon is the co-founder and CEO of Outset, one of the fastest-growing, agent-led customer research platforms. Try it yourself here and help us improve American Optimist; we'll incorporate the top recommendations!
Prior, Aaron was the head of product at Untapped and Triplebyte and worked in senior product roles at Tesla, Pebble, and Monitor Deloitte. He launched Outset in 2022 after seeing an opportunity with large language models to fundamentally change how organizations learn from the people they serve. For this conversation, we're also joined by 8VC Partner Jack Moshkovich, who helped lead our investment in Outset.
We begin with Aaron’s path to founding Outset and the inefficiencies he saw in traditional customer research. Next, we explore how Outset’s AI-moderated interviews work in practice — from consumer studies to enterprise deployments at Microsoft, Google, and Uber. Learn how AI-led interviews can actually elicit more honest and in-depth responses than human-led conversations. Then, we dive into the explosive growth of the company — 8X revenue over the past year — and its “forward-deployed researchers" model. Finally, Aaron shares his vision for "self-driving research": AI that doesn’t just gather feedback but helps close the loop by identifying problems and even suggesting fixes — ultimately leading to improved products, experiences, and organizations.
00:00 Episode intro
01:10 Aaron’s entrepreneurial journey
06:00 How does AI-moderated research work?
09:25 Why people will talk to AI more than humans
13:40 How Outset landed Microsoft, Google & Uber
14:55 Are you replacing human jobs?
20:56 New possibilities for real-time product improvements
23:30 The pros and cons of synthetic research
28:00 Insane growth / how Outset 8X’d revenue
35:00 How AI is upending a $140B industry
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joelonsdale.com
Get every episode summarized
Each time Joe Lonsdale: American Optimist publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Joe Lonsdale: American Optimist

Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General...
Joe Lonsdale: American Optimist

Ep 160: Box CEO Aaron Levie on Silicon Valley's AI Problem, Evidence for AI Job...
Joe Lonsdale: American Optimist

Ep 158: Nima Ghamsari on Blend's Comeback & the Power of AI Agents and Infinite...
Joe Lonsdale: American Optimist

Ep 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance
Joe Lonsdale: American Optimist