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
I think Robinhood is a good example.
I think you've got to have massive scale.
I'm an investor in a company called Atlas, which sells to billionaires.
It's the opposite.
It's a great business.
You need massive scale.
You need a wedge product that is almost cheap or free.
I mean, Robinhood, you have to have free canonically in your thing.
Robinhood obviously offered free stock trading for a long time.
And that was their core pitch.
And that allowed them to basically get a lot of people
You need to have something free or some hook that is really low cost that allows you to expand.
But it is a harder business because you can't make the ARPU or the average revenue per user is low enough that you need millions, if not tens of millions or hundreds of millions of people.
When you sell to very rich people or wealthy people or large enterprises, look at Palantir, which is the business equivalent of selling to wealthy people.
They have, I think, what, less than a thousand customers, maybe even less.
And each customer pays them $20 million or $30 million or $100 million or $1 billion.
It's an easier business to, obviously, it's a very hard business, but you can say, I like those businesses.
I mean, it's, look at Viva.
They went public with four customers, four customers.
I think non-consumption is the biggest challenge.
Showing 461–480 of 1,839 · page 24 of 92
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