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 months

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

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram · 16 Mar 2026 podcast

They have a workflow mode.

They don't have a regulatory mode.

I don't know what distribution would need to think of where they have something there.

Ecosystem mode, I think there's a lot of third party things that are built around them.

So they at least have a score of three here.

They have a network mode.

Do they have a network mode?

No, I don't think.

They're not a network effects company, the way you think about it.

They don't have a physical mode, and they don't have a scale mode.

So they have a score of three.

Monday probably has a score of one, I think.

They have a workflow mode.

I'm not sure if they have the other modes.

So you're right.

Monday, in theory, has a much weaker score, I guess, than Atlassian on this.

I don't think Shopify will build it.

Shopify is an investor, and Shopify, I think, has decided, at least in my opinion, that this is, Shopify has these things called missions, and I think they've decided this is not part of their mission to build this product.

So I don't think the risk is Shopify.

It is that it has become easier to build Klaviyo now than it was a year ago.

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