Gokul Rajaram, former executive at DoorDash and current board director and investor, describes DoorDash's immediate operational and financial response to COVID-19 restaurant shut-downs.
“And ultimately we decided to not take any revenue share from these restaurants for a month.”
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More from Gokul Rajaram
PredictionNot checkable as stated
Rajaram: B2B software switching costs will drop to zero within two years
“I think switching costs is less going to go to essentially zero because over the next one or two years, ability to port data, your data as a business or consumer from any ecosystem to another ecosystem is going to be very easy.”
Gokul RajaramMar 16, 2026▶ 15:48Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Opinion
Rajaram: The public market software selloff due to AI is 100% overreaction
“I think this is 100% overreaction because not all software companies are created equal, and we can talk about what the differences are.”
Gokul RajaramMar 16, 2026▶ 8:18Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
PredictionNot checkable as stated
Rajaram: AI will enable pixel-by-pixel cloning of software products
“And then people are going to be able to replicate almost pixel by pixel. The experience you have with one product in a different products, you'll have clones popping up left, right, and center and data portability is going to be easy in that case.”
Gokul RajaramMar 16, 2026▶ 16:09Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Insight
Rajaram: Scale is no longer a competitive moat for pure software companies
“Software earlier was a scale game where because you had produced a lot of software, it was cheaper for you to produce a lot of the guess what? Now everybody can produce software as cheaply as anybody else.”
Gokul RajaramMar 16, 2026▶ 17:06Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Insight
Rajaram: Systems of record must commoditize complementary AI products
“And I think that's the way that a net suite or a sales for the system record needs to operate. They have to commoditize a compliment. They can't just wait around for other people to build on top of them.”
Gokul RajaramMar 16, 2026▶ 18:21Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
AssertionNot checkable as stated
Rajaram: Most bolt-on AI products are thin wrappers over OpenAI or Anthropic
“Most bolt on players are not doing it. They're simply using a GPT or anthropic model. And they're basically just adding a thin layer. You have to rebuild the entire experience end to end.”
Gokul RajaramMar 16, 2026▶ 20:32Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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