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.

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

I don't think they're going to be big businesses.

As soon as you do vertical, I don't think you can do one function within a vertical.

I think what you want to see there is the ambition and ability to truly own the full stack, build the whole product for the vertical.

Service Titan, for example, is a canonical example.

It went public last year.

Great outcome.

It's still a sub $10 billion company or something like that.

And they own like 30.

If you look at the S1, they have 32 different products.

And even after selling 32 different products and really being, at least in the US, for any field services company, they are the canonical company.

They still are a $10 billion company.

Yeah, Coinbase has 12 doing 100 million revenue.

Exactly.

You're a horizontal product.

You're serving a broad base.

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 you can.

Maybe the mega funds might say, look, it might not be $100 billion outcome, but I think if you're a $200, $300, $400 million fund, you can absolutely create a $10 billion company.

Because remember, one of the big changes is that vertical SaaS does

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