Gokul Rajaram

Mentioned in 1 episode

"you have of course Daario and and and and the open AI folks but then you have a bunch of other labs that came up"

Mentioned in 1 episode

"Figma. Uh five of between 500 and 1,000x at the time of IPO, but it has sadly gone down since then."

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"Door Dash is a managed marketplace. Discovery is something that I think agentics will do well and hopefully Door Dash will incorporate many of those. But discovery is not enough. Door Dash manages not just aggregation and supply of restaurants. It manages everything afterwards"

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"A good example is NetSuite which is an ERP which is literally at the core of your general ledger. It's running your accounting a lot of your business is running off it. You can't really run another version of NetSuite in parallel to NetSuite"

Mentioned in 1 episode

"I have a company Podium, you should actually get the guy he's amazing. Similar to Intercom, he had a business that grew to 200 million was kind of growing very slowly and he said you know what I'm going to go build an AI agent and he's basically gone from 0 to 100 million in 24 months"

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"In Square's case it was Roelof Botha at Sequoia. In Door Dash's case, it's Alfred Lin, ironically again from Sequoia"

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"most recently Quins? But to be honest, even bigger miss than that in some ways."

Mentioned in 1 episode

"Google launched a product called Google Food Ordering. It was driving at that point multiples of traffic to any restaurant compared to what Door Dash was driving. However, the retention of people who ordered Google food ordering was basically zero because after you place the order, there are tons of things that go wrong in the physical world"