Technology, Startups, and Product Strategy by Gokul Rajaram
Gokul Rajaram: Oren Zeev described as a leading contrarian venture investor in technology
Gokul Rajaram described Oren Zeev as one of the most thoughtful and contrarian venture investors in the technology sector. Rajaram said he has learned a tremendous amount from Zeev over the ...
Multiple tranches feature in seed and series rounds, Gokul Rajaram notes
Multiple tranches have become a typical feature of Seed, A, and B funding rounds, rather than an anomaly. Gokul Rajaram highlighted this trend in early-stage financing, sharing an anecdote in ...
Gokul Rajaram: Potential hack could have been 60 times bigger than previous largest crypto breach
Gokul Rajaram highlights the extraordinary scale of a recently discovered bug in the crypto sector, calling it mind boggling. According to Rajaram, this bug could have resulted in a hack 60 ...
AI data businesses can quickly generate profits, Gokul Rajaram notes
Gokul Rajaram suggests that most AI data businesses are well-positioned to operate as cash or dividend businesses and can achieve profitability quickly. He notes that these firms have the ...
Gokul Rajaram: Data companies selling AI expertise see rapid revenue growth
Gokul Rajaram highlights the rapid growth of companies selling data, expertise, or RL environments to AI labs, noting many have quickly achieved annualized revenues ranging from tens to hundreds ...
Extensive neobank investment experience highlighted, Gokul Rajaram notes
Gokul Rajaram commends his MarathonMP partner, Chase A Packard, for having significant expertise in the neobank sector. Rajaram points to Packard's prior investments in Revolut and Mercury as ...
Gokul Rajaram: Consumer commerce faces drop as Booking, Expedia, Airbnb shares fall
Gokul Rajaram points to a sharp downturn in consumer commerce, likening it to a 'SaaSpocalypse' now affecting the sector as new players such as Muse, Instinct, and personal agents disrupt the ...
Sub-20% growth should get 10-30x EBIDTA multiples, Gokul Rajaram argues
Gokul Rajaram challenges the validity of using ARR multiples for valuing companies with revenue growth under 20 percent. He offers a simple framework, stating that such companies should receive ...
Gokul Rajaram: Applied Intuition is valued at $15 billion
Gokul Rajaram highlights that Qasar Younis leads Applied Intuition, a company in the autonomy sector with a valuation of around $15 billion. The discussion comes from an interview conducted by ...
Investor excitement grows over wafer ai compute insights, Gokul Rajaram notes
Gokul Rajaram highlights an article by Eugene from wafer ai that explores the process of buying compute. Rajaram remarks on Eugene's clarity of thought and credits the strength of the wafer ai ...
Gokul Rajaram: Marathon MP co-leads Wafer $40 million Series A funding
Gokul Rajaram announced that Marathon MP is co-leading Wafer’s $40 million Series A funding round. The round also involves Chemistry as a co-lead, with participation from AMD Ventures, Wing VC, ...
Marathon fund 1 places 50 percent of portfolio in NYC, Gokul Rajaram notes
Gokul Rajaram highlights the significant presence of Marathon in New York City, attributing its value-added operations to his partners Alex Gorgoni and Chase Packard, who are recognized as ...
Gokul Rajaram: Early stage investors can impact company trajectory
Gokul Rajaram shares his perspective on the value that investors bring to early stage companies. He discusses a conversation with his partner, Chase Packard, emphasizing the impact of investor ...
Decagon sells AI agents to large banks, Gokul Rajaram notes
Gokul Rajaram reports that Decagon, led by co-founders Jesse Zhang and Ashwin Sreenivas, sells AI agents to some of the largest banks. The statement was made during an interview conducted by Sarah ...
Gokul Rajaram: DoorDash expands investment in reservations, robots, and new platforms
Gokul Rajaram highlights that DoorDash recently increased its investment by hundreds of millions of dollars into reservations, robots, and replatforming initiatives. This is in addition to ...
Wix market cap and revenue overshadow strong free cash flow, Gokul Rajaram notes
Gokul Rajaram comments on the valuation of Wix, highlighting that the company trades at a $2.8 billion market cap with $2.1 billion in revenue. He points out that despite generating $400 million ...
Gokul Rajaram: Growth rate decline means missed window for sale
Gokul Rajaram explains the importance of timing in business sales. He states that by the time a company's growth rate is slowing, the optimal window to sell has likely already passed. Rajaram ...
Cloudwalk places two products in Brazil top 15, Gokul Rajaram notes
Gokul Rajaram highlights the significant achievement of Cloudwalk, which now has two products ranked among the top 15 finance apps in Brazil. He notes the difficulty of growing even one app to the ...
Gokul Rajaram: Marathon leads $64 million Series A for Straiker
Gokul Rajaram announced that Marathon is leading a $64 million Series A funding round for Straiker. He also shared that he will be joining the board and working alongside Alex Gorgoni, as well as ...
Clay achieved $100 million ARR in two years, Gokul Rajaram notes
Gokul Rajaram highlights how Kareem Amin, co-founder and CEO of Clay, expanded the company from $1 million to $100 million in annual recurring revenue over two years by approaching go-to-market as ...
Gokul Rajaram: Meta invests $900 million in CRED to acquire leadership and product judgment
Gokul Rajaram highlights that Meta has invested $900 million into CRED, not primarily to secure AI research talent but to gain access to product taste, judgment, and leadership, referring ...
