Gokul Rajaram is one of the greatest operators turned investors of the last 2 decades. He is trusted as the go to advisor for the greatest founders in the world. Today he serves as a Board Director at three public companies: Coinbase, Pinterest and The Trade Desk. Prior to Marathon (his firm), Gokul served on the executive team at DoorDash and Block. Before Block, he served as Product Director of Ads at Facebook. Earlier in his career, Gokul served as a Product Management Director for Google AdSense. Gokul is also a prolific angel investor, having invested in 700+ companies, including Airtable, Figma, Groq, Runway, Supabase, and Vercel. ---------------------------------------------- Timestamps: 00:00 Intro 01:03 Lessons from Google, Facebook, Square & DoorDash 07:41 Is the “SaaS Apocalypse” Real? Why Markets Are Overreacting to AI 08:47 The 8 Moats Framework: How to Identify Durable Software Companies 12:25 Atlassian vs Monday: Which SaaS Companies Actually Have a Moat? 19:19 Bolt-O...