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Joe Lonsdale: American Optimist

Joe Lonsdale: American Optimist

Ep 142: Understanding the AI Wave with 8VC's Alex Kolicich & Jack Moshkovich

Feb 17, 2026 · 1h 1m

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Advances in AI are occurring at a pace we haven’t seen before in Silicon Valley. How do we know what’s real versus hype? What does it mean for large software incumbents? And how are the top investors and builders thinking about the new possibilities? This week, we talk with two of my partners at 8VC, Alex Kolicich and Jack Moshkovich, who are on the ground working with the leading AI talent to get their perspective on what’s really happening. Alex Kolicich is a Partner at 8VC, where he specializes in IT and Bio-IT investments. Prior, he was a Partner at Formation 8 and worked alongside Peter Thiel at Mithril Capital Management. Alex was also an engineer and early-product advisor at Clarium,…