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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
And then work products like Harvey are probably more outcome-based and not seed-based.
Kingmaking is a thing.
I think it is a thing.
You see earlier and earlier companies are getting these rounds that are valuing them at valuations, which really are eye-opening.
That said, I think it won't work unless the company executes on the promise.
I think other firms can take it as a signal and decide to pile on or not, but ultimately the company has to execute on the vision.
If it doesn't, then it's just a bad bet.
So yes, it is there, but it by itself, just because you can make doesn't mean they are the king.
They still have to execute and justify it.
I think the reality is everyone's playing different games, right?
You and I know, being venture capitalists now, that somebody with a $10 billion fund is playing a fundamentally different game than somebody with a $400 million fund.
And if you try to play the same game they are, you're going to lose.
You've got to play the game that you're best equipped to play.
Benchmark plays a different game than, say, Andreessen Horowitz, but both of them play different games, and both of them do well at their game.
It's not dead, but it no longer elicits the jaw-dropping awe that it used to a few years ago.
As you said, I mean, you know, the 1 to 10 is becoming more and more common, and those numbers will basically get you, I mean, Lovable could probably go public with that kind of trajectory.
Now,
The bigger question for me is durability.
And it's not even quality, it's durability.
Because like you and I discussed, margins can improve over time and will improve over time.
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