Technology, Startups, and Product Strategy by Gokul Rajaram
Investor focus shifts to trillion dollar markets, Gokul Rajaram notes
Gokul Rajaram observes that recent successes by firms such as SpaceX, OAI, and Anthropic are influencing how some investors evaluate companies. He highlights instances where two investors ...
Gokul Rajaram: Cerebras went public at $63 billion with $20 billion OpenAI backlog
Gokul Rajaram highlights that Cerebras, under the leadership of co-founder and CEO Andrew Feldman, went public at a $63 billion valuation. According to Rajaram, the company also secured a $20 ...
Ease of raising capital indicates company quality, Gokul Rajaram notes
Gokul Rajaram shares insight from a growth investor who stated that companies struggling to raise capital may not be strong candidates for investment. The investor implied that only the best ...
Gokul Rajaram: AI startup spends more on tokens than people
Gokul Rajaram, industry influencer, draws attention to a trend in artificial intelligence startups where spending on AI tokens exceeds spending on human resources on certain days. Rajaram ...
DoorDash earnings show innovative leadership, Gokul Rajaram notes
Gokul Rajaram, industry influencer, highlights DoorDash as one of the most resilient and innovative companies globally, crediting its top-tier management team for ongoing success. Rajaram points ...
Gokul Rajaram: Coinbase seen as AI-native company by board member
Gokul Rajaram, industry influencer, shares his perspective on Coinbase's organizational evolution and its approach to artificial intelligence. Rajaram observes that, as a board member of ...
Startups lost large enterprise contracts recently, Gokul Rajaram notes
Gokul Rajaram reports that two startups recently lost significant enterprise deals due to buyer decisions. One involved a $1 million annual contract value deal halted just before final approval, ...
Gokul Rajaram: Mike Moritz venture deal stands out as best in industry
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 ...
Price is not critical for seed or A rounds, Gokul Rajaram states
Gokul Rajaram shared the view that pricing is not a decisive factor when investing in early-stage startups. According to Rajaram, after making over 800 investments in 20 years, he believes that at ...
Gokul Rajaram: Ending 10b5-1 sales shows stronger belief than stock repurchases
Gokul Rajaram states that terminating founder or leadership 10b5-1 stock sales is a particularly strong demonstration of confidence. He argues that such a move signals belief in the company's ...
Revenue focus endangers businesses, Gokul Rajaram warns
Gokul Rajaram has voiced strong agreement with an industry expert’s argument that revenue addiction can be fatal for companies. Citing an article titled 'Revenue addiction kills companies,' ...
Gokul Rajaram: DoorDash sets new guidance for GOV and EBITDA
Gokul Rajaram announced that DoorDash has set new street guidance for its gross order value (GOV) and EBITDA. He emphasized that the media had previously misreported on revenue, rather than ...
