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

So it's easy to build Klaviyo.

I haven't talked about brand.

I think brand is no longer a strong word.

I explicitly excluded brand.

I don't know how strong Shopify's promotion of Klaviyo is.

I think a lot of it depends on whether the proprietary distribution they get from Shopify, how strong and tight it is.

If Shopify is actually going to promote them as a, you know, when you search for messaging or communications, Google has a vote with Apple.

When you use Apple, you basically, Apple products, you get Google search engine.

If Klaviyo is a preferred product and they have a relationship that makes that work,

I think it's very hard to displace them.

It's hard to at least displace that part of their business.

Businesses are much more rational in thinking about it, less irrational, and the alternatives are going to be much stronger.

I think on the consumer side, consumers are much more like dollars, and there is dollars and cents, but there is a natural inclination to just trust brands.

I think on the business side, it is going to get weaker.

I actually disagree a little bit because switching costs are so much lower.

One of Hamilton-Helmer's seven powers is switching costs.

I think switching costs is going to go to essentially zero because over the next one or two years, ability to port data, your data, as a business or consumer from any ecosystem to another ecosystem is going to be very easy.

And then people are going to be able to replicate almost pixel by pixel the experience you have with one product in a different product.

So you'll have clones popping up left, right, and center, and data portability is going to be easy.

In that case, what is that brand really?

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