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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
It's like in professional sports, do you cheer for the player or the team when they switch teams?
Well, they don't have scale.
Their scale means that it is cheaper for them to produce.
I think they have a score of three.
Because that's the thing.
Software earlier was a scale game, where because you had produced a lot of software, it was cheaper for you to produce a lot of other.
Guess what now?
Everybody can produce software as cheaply as anybody else.
If they had their own data centers, like I think hyperscalers are the ones that basically are able to say confidently that they have scale or people in the physical world.
A pure software company can't get that scale board.
But yes, they are very similar to Atlassian, where they have a score of three, I would say.
They are more attractive than most companies, most software companies.
But if they don't build agentic workflows and commoditize a complement by figuring out where the profit pool is, I think they have to figure out is the profit pool in the data attractive?
or the workflows.
If in the workflows, they need to make data storage free and basically change pricing to an outcome-based model based on workflows.
If they feel the profit pool is in the data, then they need to give away these workflows for free.
And so they need to really commoditize all the agentic companies that you and I know that are trying to build on top of them and charge for that.
They need to build better products using their data and make it free.
And I think that's the way that a NetSuite or a Salesforce Assistant Record needs to operate.
They have to commoditize their complement.
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