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 over the last 12 months — 2 in all, peaking in Mar 2026 with 1.

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You can't, again, I think humanoid robots will maybe at some points are taking, but it's probably a few years away.

And the eighth one, I would say scale mode.

If by virtue of your scale, your costs are so low that it's hard to replicate.

I think Amazon is a great example.

TSMC in semiconductors, scale mode.

So those are the eight modes, basically.

Data, workflow, regulatory distribution, ecosystem, network.

physical and scale.

And so what you do, I think any one of these modes is not enough.

But what you want to do is you want to take a company and score it across them.

Maybe assign one point to each mode they have.

And I think anything four or more, you're pretty damn secure.

But if you have a two or three, it's a weak mode.

And if you're one or less, you probably need to really build some more modes or you need to do something to make up for it.

If you have zero, you're screwed basically.

I agree with that.

I think Atlassian has proprietary data.

Now they need to use that data to build products.

They have unique proprietary data on all the code out there because it's being checked in.

There's a lot of stuff they have that they need to use for better.

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