PERSON DIRECTORY
Gokul Rajaram
Gokul Rajaram appears in 2 indexed conversations across 20VC, Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World
AI has weakened software’s traditional scale moat, making proprietary data, embedded workflows, regulation, distribution, ecosystems, physical infrastructure, and pricing power the key durability tests.Rajaram favors remarkable products, adjacent portfolios, and vertical agents that own the stack and attack labor spend, while retention under bundled competition and entry valuation determine whether growth becomes durable returns.
He Built The Revenue Engines for Google, Facebook & Square
Patrick O'ShaughnessyGokul Rajaram
Long-horizon agents that are “resilient to failure” are moving product development bottoms-up, with PMs committing code and PM-to-engineer ratios heading toward 1:20.That shift elevates judgment and self-serve execution while pressuring thin AI applications, seat-priced software, and ad middlemen; durable businesses will need control of data, money, workflows, or networks, with agentic interfaces and outcome-based pricing key signals to monitor.