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 am seeing in some verticals there are companies merging with each other.

I think we'll see if that happens just to create more scale, but

It'll be interesting.

But hopefully the better outcome that many of them go to is with strong leadership, you basically can burn the bridges and create a completely new AI-native product.

I think you had the Intercom CEO, right, Finn?

Great example.

Podium, another great example.

Both of them with their new products have grown to 100-plus million in a couple of years and basically just burned the bridges.

This is legacy software.

I think the more you fixate on how do we fix the business...

the less you're going to focus on how do we create a new business so you've got to create a new business from scratch you have customers you almost got to say i'm going to be ruthless about migrating the customers from the current business to the new new product even if it's lower price it's a bright thing to do and you've got to abandon sunk cost fallacy

Help me on podium.

I think you need to assume that they will take over huge parts of the service budget in the businesses and that they will not just be a billion-dollar company.

I believe that they'll be a multi-billion-dollar company because earlier I think they were limited to one part of the stack.

And they were on top of a bunch of systems.

Now they're taking over the entire software stack.

And that's the thing I like about it.

You want founders who are ambitious enough to go after the entire stack, not just the earlier piece of the stack they were in.

You want to be the only product that the company uses, and you want to replace as much of the digital labor as you can possible.

That's the ambition.

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