Gokul Rajaram

speaker

1,839 appearances 2 recordings 2 series first heard Jan 2026 last heard 16 Mar

Gokul Rajaram’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram · 16 Mar 2026 podcast

The first mode is data mode.

Second is the workflow mode.

Third one is regulatory mode.

Fourth mode is a distribution mode.

We're on number five.

Ecosystem mode.

Sixth one is a network mode.

Seventh one is the thing you mentioned, physical infrastructure, right?

And the eighth one, I would say scale mode.

You cannot be a single product company.

I think vertical products, you've got to really own full stack.

I think it's harder otherwise to be a 10 plus billion dollar company.

I think the best way to think about the Google experience is Google taught me that ultimately the best companies have a remarkable product at their core.

Google was definitely a philosophy of build it remarkably and they will come.

GTM was not Google's specialty, but what Google was really good at was building amazing products.

Sometimes the go-to-market worked, sometimes it didn't work, but at the core was a remarkable product.

So ultimately my core investing thesis is that if there is not a remarkable product, all the go-to-marketing companies

distribution in the world will not save you.

I look for what the remarkability is in the core product or value proposition of the company.

Is it 10x, 100x better than the alternative?

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