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
I think for me, since I'm so trend driven and we really care about what is a thesis, what's a market, the best way is I think you can talk to investors, but they're always one click away.
You've got to talk to people.
who are in the trenches building products.
You've got to understand what's changing in their lives, how they're thinking about the customer.
Today's world, you've got to stay close to the model companies, for example.
So I have people that I meet with at each of the model companies to understand what's coming down the pike, how they're thinking about the world, et cetera.
Because like you said, you've got to also understand, we always use a joke, this joke like this was 10 years ago.
If you're a startup, which is directly in Google's roadmap, like directly, you should not be building it.
Because Google is very good when something is directly in roadmap, they're like a tank.
They will just roll over you slowly, but it doesn't matter.
They were implacable.
They would roll.
But if you're even 10 degrees to the side, it's very hard for them to like move like that.
So you're generally safe because it's just not, they're just rolling in one direction.
I think you just want to know what direction the turrets or the guns are pointed at.
for each of these models.
There's one part of this is what the labs are going to do, the second part is what are customers going to do and what customer behaviors there are.
And so you want to talk to, you do learn from entrepreneurs a little bit to better understand who are the companies, but then you want to go and talk to the companies themselves.
And you want to understand, you talk to three or four companies in the same space, you very quickly, I think I'll never forget, I think people who met Tony at DoorDash and many of the other folks who are fundraising at the same time, they always felt
Tony had a deeper understanding of the same market than others globally.
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