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 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
And so when I saw Figma, the power of Figma I felt was it was not just that a person could use it, but it was much easier to share with other people in your company.
And I think the best PLG software companies are those that you can use, multiple people can use, and it increases defensibility.
So the power of distribution and multiplayer products.
What about Square?
What did you learn from Square that you've taken to your investing?
The power of a multi-product portfolio.
I think at Square, when I joined, we were a single product company, payments and payments only.
When I left, we had, I think, 11 products, each doing more than $50 million in revenue.
And one of the interesting metrics was our key North Star metric went to median number of products used by a seller, by a merchant.
Turns out that the more products that a merchant uses, the more retentive they are, the more sticky they get.
So this is the other thesis I have.
I mean, this is obviously very clear now.
You cannot be a single product company.
And most importantly, your product number two needs to emanate very naturally.
It can't be like this completely separate product.
It has to be very adjacent.
For Square, it was a product called Square Capital.
which was basically a cash advanced product that really came from the fact that Square controlled the payment flows and knew exactly the merchant's credit history and could underwrite based on basically money going in and out.
It was a beautiful product.
The interesting thing about having a multi-product portfolio is that not every product needs to generate profit.
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