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

And I think if you double down properly, it changes the complexion of the fund.

Because you have much more insight.

I would argue that if you work closely with these founders, you have much more insight into these companies and how they're going to do and even how they think about the future opportunity.

Because you've thought about it with them than a random company you meet.

Now, there is a balance there.

You don't want to be over-concentrated.

But I would argue that if you have X number of bets and you work with the founder and you think highly of them,

That's why each Founders Fund fund is named after the company that makes it, like in colloquial terms.

There's the Anduril fund.

There's a SpaceX fund, et cetera.

Why?

Because that one company is the one that makes it.

And that's the reality, Harry.

I mean, literally, you have one company, most likely, one or two companies that will drive most of the returns of any given fund.

The question is, do you just want to have the initial stake?

You want to increase your probability of finding the initial company.

There is a explore, exploit thing, right?

Where do you stop exploring?

And when do you stop exploiting?

So different people have different points of view there.

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