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 months

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

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They can't just wait around for other people to build on top of them.

It's both.

They are confident internally, but they need a signal to show that they are confident.

I think the founder buyback is the strongest signal.

It's not just the company, but also the founder.

Yeah, I think there are buybacks and there are buybacks with a capital B.

You want the capital B one.

You want a CEO of a large company to do a $20, $50 million buyback to show confidence.

It's an interesting thing.

The bolt-on AI strategy by itself has a real ceiling.

But I think the companies where the bolt-on really works are the ones that reframe what the product does, not just add the capabilities.

So I think if you just add AI search, as there's one thing, you just add AI search or you build search as an experience with new UX primitives.

One is just an upgrade.

The other is doing something completely different.

So Notion, for example, I think very highly of them.

I think Notion is adding AIs.

You mentioned they're adding a lot of AI agents.

I'm hoping that the way they've added it, I've actually played around with the product.

I think it's pretty good.

But the AI agents need to now get better based on how the user interact with it.

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