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But we saved everything 🙂.
Gokul Rajaram highlights the challenge of avoiding pattern matching based on past experience when evaluating new venture opportunities. According to Rajaram, maintaining an open mind and adhering to first principles thinking are essential.
He asserts that Mike Moritz’s investment, referenced in the post, represents what he considers the best venture deal ever.
Rajaram has previously criticized companies that focus solely on revenue, warning that such an approach can put businesses at risk in the AI era, according to a prior post. He also argued that founders who halt 10b5-1 stock sales demonstrate stronger belief in their companies than those repurchasing shares, as highlighted in another commentary. These views reflect his ongoing emphasis on disciplined decision-making and founder conviction.