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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
So it's not about margins, it's about is this revenue durable?
And so retention is basically very important for me to understand.
Are people using it as, I think we saw in the first wave of AI, we saw many chat GPT, like there was a company called Jasper, not to pick on them, but they went from 1 to 40 and then they came back from 40 to 10 or something like that, maybe 1 to 100 and 100 to 40.
within very quick timeframes.
So there's a lot of tire kickers out there, especially in prosumer products who test the product and then move on to something else.
So what you want to look under the hood behind all these numbers is two things, which I think are the fundamental indicators of business quality, customer retention or gross retention, and then net revenue retention.
Those two, I think, are the biggest indicators of quality.
I would always take a company that's just, I should say just as crazy, doing a triple, triple, double, double with excellent growth and excellent net revenue retention than a company that's growing 10x in a year with really bad customer retention and less than 100% or less than 90% net revenue retention.
Yeah, I think you want to basically weigh the retention in the light of what they have encountered.
You're absolutely right.
I think just like you want to weigh the growth of a company in light of have you gone through any seismic events?
If they've not gone through any seismic events, you've got to then take it to the grain of salt.
What comparative threats have you faced?
Has a single competitor come out?
Have you been able to ward off that?
Has your retention stayed strong in light of that?
Some of these products like granola, etc., we'll see if they are the case, but they are these unique products that really open up non-consumption markets, which means that I would never have actually bought a note-taker before, a separate note-taker outside of Zoom or something, because Zoom comes with its own note-taker.
Gmeet comes with a note-taker.
Granola is so powerful that it basically got me to consume a separate note-taking product, and it's probably true for many of us, and I think that just changed the market opportunity for them.
I think Uber and so on are great examples where it's just for non-consumption markets.
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