three or four hundred million

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

Everything said about three or four hundred million, oldest first

Mar 16, 2026 bearish
Insight
Rajaram: You cannot build a Series A fund at $300M–$400M valuations
“Maybe you can do a couple of deals like that, but I don't think you can build a series A fund doing deals at three or four hundred million. Because it's not going to be enough ownership. These, some of these are going to fail, et cetera. But most deals, I thin…”
Gokul Rajaram Mar 16, 2026 ▶ 50:37 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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