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 I'll never forget when COVID hit, as you know, most restaurants were shut down for the first couple of weeks.
And so DoorDash had to make a very hard call around what to do, how to get these restaurants open.
And ultimately, we decided to not take any revenue share from these restaurants for a month.
Even though we were a private company, we had some amount of cash on the balance sheet.
And that really hurt.
It was the right thing to do in the long term, but it was extremely painful in the short term.
Well, all of our software portfolios are deep red, right?
All of us have some software stocks and the reality is public market has decided that since code is becoming free at the low end and becoming much easier to generate and create at the high end, the market decided that every software company is going to zero.
I think this is 100% overreaction because not all software companies are created equal.
And I actually, I mean, both you and I think about this a lot, what are the characteristics
of a durable software company.
And I think there's a few that we can talk about.
But yeah, I think everything has been painted with the same brush at this point.
It is absolutely no reaction.
It's basically a play on Hamilton-Helmer's seven parts, but it's slightly different.
I call it the eight motes.
The first mode is data mode, which we all talk about, but it truly has to be proprietary.
It has to be data that nobody else has access to.
I think Spotify is a good example.
If you look at their Discover product, it uses a decade of listening behavior across hundreds of billions of people.
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