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Gokul Rajaram

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Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI

Mar 16, 2026 · on 20VC with Harry Stebbings guest · 3 recs
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OpenAI mentions software
"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"
From: Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI • ▶ 1:08:30 • Mar 2026
Figma mentions software
"Figma. Uh five of between 500 and 1,000x at the time of IPO, but it has sadly gone down since then."
From: Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI • ▶ 1:15:24 • Mar 2026
Quint mentions negative product
"most recently Quins? But to be honest, even bigger miss than that in some ways."
From: 8 Moats of Enduring Software Companies • ▶ 0:30 • Mar 2026