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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And they need to tune the model for their customer base.

Most bolt-on players are not doing it.

They're simply using a GPT or anthropic model, adding a thin layer.

You have to rebuild the entire experience end-to-end.

You do that by identifying something where AI doesn't just improve the margin, it changes the experience and the economics.

Document processing was a good example.

I think a little bit recently, you couldn't actually extract structured information from unstructured documents until about six or nine months ago.

Now, you can reliably read dense legal contracts, so your experience around documents needs to be fundamentally different.

If you're just getting someone to upload a document in a flow,

You need to instantly give them immediate insight from the document while they're uploading it versus the same document upload thing.

That's crazy because now you should be able to infer any document that enters what the hell is going on instantly.

So you need to re-evaluate every single interaction and see what has changed.

That's the biggest difference in product development today.

You know, model capabilities are improving every six months.

Because if you have too long a product roadmap, you're going to run a program and the model comes and just blows it out of the water.

So you've got to really understand what the capabilities are of each new generation.

You can't have too long a roadmap because your roadmap is going to be blown out by the next model iteration.

If you have some of the other ones that you're physical and so on, it becomes easier.

If you're a pure software companies, which of those apply to you?

I think FinTech is a good one.

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