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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It is not all Sequoia money, but the whole thing burned to the ground.

And think about the first place he was thinking needed and the courage needed to make that bet.

I think it's brilliant.

Come on, Mike.

I'm so curious to see how he like, just incredible.

I think there are two ways I've now realized after many years of doing this.

At seed and ape, price almost doesn't matter if you're right about the company.

So I think you just invest at whatever the price is.

For example, I invested in the seed round affair back in the digital world eight, nine years ago, $20 million.

which is very expensive for a CDL at that time.

It was the highest price YC deal at that point.

I think it's been 100 or 200X for me.

So I think you invest in a company which is great.

You have conviction, you invest.

Now, I think the B, I think B plus, that's when price starts destroying returns.

I think by then you got real revenue, real traction.

You got to, you can pick a generally good company and still get crushed.

For example, one of my friends invested in this security company and they had a hundred billion revenue.

He invested in them at,

$4 billion.

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