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 know.

I don't know why Gamma would not create, just like they have taken their riff on PowerPoint, why can't they have their own take on documents or slides the same way?

I have to assume it's basically the different kinds of content that people create, or even websites.

We'll see.

Yeah, I think inference costs are dropping.

So you automatically assume that margins in theory should go up.

But I think it's not about margins in year one or two.

The more defensibility or leverage you have in some ways over your customers and what choices they have, the more pricing leverage you have.

So I would rather see margins go up with price increases than cost decreases.

A good example is PayPal.

Rolof Botha was on our board at Square and he told us that PayPal back in the day raised prices five times in three years because there's such stickiness.

They knew their customers really couldn't do anything.

And you see, I mean, those are, I mean, Uber, I have to say, I don't know how, if they have raised price or not, but I know that they have basically changed the economics of how much they pay drivers over time.

so that their margins have just expanded continuously.

And they've also raised prices in different ways.

So I think you have two ways of increasing margins.

So first of all, you and I both, we don't look at margins in year one and two.

I mean, it doesn't make sense, even years four and five.

But you want to have, on one side, the ability to increase prices.

On the second side, you want the ability to cost to get lower.

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