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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But yes, you can't not do market sizing.

I do bottoms up with the specific segment.

And I always know, I think any customer base that has more than 10,000 customers or a few thousand customers, you've got to segment them.

There'll be a few different segments.

So you want to understand within each segment what the bottoms up propensity to pay is, what's the problem you're trying to solve with them.

Then you've got to talk to them to understand what the budget is.

You've got to do the work.

That said, I have misread non-consumption markets many, many times because you just don't know how big it's going to be.

It's very hard.

Kudos to those who've been able to bet on Uber every time when Uber hit a billion, 5 billion, 10 billion.

I was like, hang on.

And then you see your own behavior.

Sometimes your own behavior is the proxy for how it's expanding.

But the non-consumption markets are the hardest.

Shopify.

I remember seeing Shopify at a billion and I was like, how many e-commerce merchants are there really?

Or maybe even before a billion, one of the early rounds.

Tam felt really concerned.

I think what I missed was that

Shopify was not just selling e-commerce.

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