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.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram · 16 Mar 2026 podcast

It can be your enemy if you're picking wrong in some ways, but it can be your friend because then you don't feel that you've got to do 10 deals a year.

You can do four deals a year and do 15 companies in the portfolio.

Is that enough?

This doesn't work.

You've got to have a mix of seed and incubation bets and a mix of series A bets.

I don't think you can do purely series A's out of a fund that's like $200 or $250 million.

You've got to have a mix of bets.

So the incubation bets are bets you take on founders who are basically the best in the world at what they've done.

A good example, I think, was invested in a company.

This was before Marathon.

But with my Marathon partners, we're part of the Marathon.

They led the round with Vinodh.

Vinod Khosla and Micky Malka at Ribbit and a company called Lead Bank, which was my colleague, Jackie Reeses.

Yeah, I interviewed her.

She's amazing.

Yeah, so that was his inception down at like some crazy value.

I mean, very strong valuation, not a crazy valuation, but a strong valuation because Jackie was Jackie.

And she had built the bank at Square.

She built this bank again.

So you want somebody in an industry where they know the inner workings are better than anybody else in the world.

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