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.

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I think that second thing is happening by nature.

What you want to see is, in addition, the ability to have such a good product, and ideally, multi-product, a story which makes switching really

hard and you can raise prices.

You don't look at margins.

You look to see whether or not they have a product that is compelling enough.

For example, I think obviously Disney Plus for every year, I think they increase prices on me.

They've gone from $20 to $30 to $40 or something like that.

Amazon Prime is another one.

But this takes many years.

But you want the potential.

You want to evaluate the potential.

Do they have the potential?

Do they have the ability to increase prices in the future?

It's not something I worry about.

I think durability and defensibility is much more of a worry.

I think good companies, if they're defensible, they will have the ability to increase margins.

That's what I was saying, actually.

Have you ever shopped in Chanel, Gokul?

I think they do have stores, mini stores, yes.

I've never shopped myself.

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