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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 1.
Appearances
You've got to be thesis driven first and foremost.
I think what we are is we think about
What is the thesis?
In other words, you've got to have a good sense of who the other companies are and players of in the space.
And you've got to understand why this company is better than every other company.
On what dimensions is it better?
And is that durable enough over a venture timeframe, which is seven to 10 years or even, you know, maybe 10 to 12 years now?
So you've got to do work, you've got to be thoughtful and patient.
Remember, what being concentrated does, it gives you more time.
It gives you more time to meet companies, it gives you more time to think, it gives you more time to be helpful to companies, but you don't feel the pressure to deploy on a monthly basis.
If you look at a 30 portfolio fund over three years, which is the initial deploying period, you're basically almost investing one company a month.
And so that's incredible.
I almost feel there's pressure on the folks who do 30 to 40 to do basically one company as a partnership per month.
If you're doing Green Oaks, I think if you had asked me who's one of my favorite, Neil, you mentioned Neil was on the show.
There's seven funds have, what, 65 companies overall.
Six funds are 65 companies, 11 companies per fund.
Yeah, I mean, just... I think you've gotten better with every one of those interviews.
I've seen just your style and just your investing.
Who do you learn from?
Entrepreneurs, most people in the arena.
Showing 681–700 of 1,839 · page 35 of 92
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