Episode Appearances
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 16, 2026
20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram
“Marathon founder, board member of Coinbase/Pinterest/Trade Desk, former Google/Facebook/Square/DoorDash executive”
Eight Moats Framework for Software DurabilityAI Impact on SaaS Business ModelsVenture Capital Portfolio Construction
View AnalysisTBPN · Mar 3, 2026
Ellison's Media Empire, Ken Burns Joins, Cursor Mic Drop | Matthew Belloni, Gokul Rajaram, Nik Seetharaman, Raj Rajamani, James Everingham, Dr. Felix Ejeckam
“Marathon Management partner discussing SaaS disruption and marketplace defensibility”
Warner Bros Discovery acquisitionNetflix content licensing strategySaaS apocalypse and AI disruption
View Analysis