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
My accountant said, no, I'm sorry, I don't use Xero.
You shut it down, I had to cancel Xero and go to QuickBooks.
What a great distribution mode.
You've trained a network of CPAs to only run QuickBooks.
I don't know if they have a commission or what they get, but that's a proprietary distribution channel that these guys have.
Very hard to displace them.
Fifth one, ecosystem mode.
If you have a platform or ecosystem where many third parties are built on and rely on, you have a mode.
Shopify is a great example.
You can wipe code an e-commerce hosting platform, no problem.
But can you wipe code the hundreds of thousands of developers and third parties who built all these applications on Shopify?
Every Shopify merchant I know uses at least five or six other third-party apps.
That's a huge part of the Shopify ecosystem.
That's a moat.
Sixth one is a network moat.
That's classic DoorDash.
I think DoorDash has many other moats, but AI can vibe code the ability to access restaurants, but it can't vibe code liquidity, career density, reputation history, all of those things.
So marketplace density is a network effect, which is structural.
Seventh one is the thing you mentioned, physical infrastructure, right?
Atoms, wherever you have atoms, it makes for a mode that's hard to displace.
Showing 121–140 of 1,839 · page 7 of 92
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