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.
2 EPISODES2 SHOWS
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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.