Marathon

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 16, 2026 by Gokul Rajaram · said 1 times in 1 episodes since 2026 · across every show →

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Mar 16, 2026 bearish
Prediction Open · timeframe Mar 2031
Rajaram: Marathon will not invest in frontier AI labs at billion-dollar valuations
“Not possible. I don't think with our fund it's possible. I think the ownership is just literally the first round for these companies is, like you said, a billion dollars. So I think it's just too high a, the risk reward is just not worth it.”
Gokul Rajaram Mar 16, 2026 ▶ 1:09:08 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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