# ![@gokulr Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19418583.png) @gokulr Gokul Rajaram

Gokul Rajaram posts on X about ai, $googl, investment, over the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::19418583/interactions)
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- [--] Week [-------] -55%
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### Mentions: [--] [#](/creator/twitter::19418583/posts_active)
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- [--] Week [--] -4.40%
- [--] Month [--] +243%
- [--] Months [---] +108%
- [--] Year [---] +16%

### Followers: [-------] [#](/creator/twitter::19418583/followers)
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- [--] Week [-------] +0.45%
- [--] Month [-------] +4.30%
- [--] Months [-------] +11%
- [--] Year [-------] +20%

### CreatorRank: [-------] [#](/creator/twitter::19418583/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19418583/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.27% [technology brands](/list/technology-brands)  17.89% [stocks](/list/stocks)  #3578 [countries](/list/countries)  4.07% [social networks](/list/social-networks)  3.25% [exchanges](/list/exchanges)  #321 [cryptocurrencies](/list/cryptocurrencies)  2.44% [celebrities](/list/celebrities)  0.81% [events](/list/events)  0.81% [vc firms](/list/vc-firms)  0.81%

**Social topic influence**
[ai](/topic/ai) 8.13%, [$googl](/topic/$googl) 4.07%, [investment](/topic/investment) 4.07%, [over the](/topic/over-the) 4.07%, [doordash](/topic/doordash) 3.25%, [future](/topic/future) #833, [acquisition](/topic/acquisition) 3.25%, [in the](/topic/in-the) 2.44%, [facebook](/topic/facebook) 2.44%, [coinbase](/topic/coinbase) #57

**Top accounts mentioned or mentioned by**
[@mbgilroy](/creator/undefined) [@marathonmp](/creator/undefined) [@openai](/creator/undefined) [@atlascardhq](/creator/undefined) [@patrickmro](/creator/undefined) [@doordash](/creator/undefined) [@grok](/creator/undefined) [@amrikandesianon](/creator/undefined) [@patrickoshag](/creator/undefined) [@martincasado](/creator/undefined) [@coinbase](/creator/undefined) [@davidsacks](/creator/undefined) [@maddysukoru](/creator/undefined) [@klarna](/creator/undefined) [@salesforce](/creator/undefined) [@workday](/creator/undefined) [@meta](/creator/undefined) [@factoryai](/creator/undefined) [@figma](/creator/undefined) [@canva](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [DoorDash Inc. (DASH)](/topic/doordash) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Braintrust (BTRST)](/topic/braintrust) [Tesla, Inc. (TSLA)](/topic/tesla) [Reserve (RSV)](/topic/reserve) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Perhaps nobody has ever waxed as poetically on the beauty of all-nighters (or explained their power in such detail) as @mlevchin did in [----]. Opens up the chakras of creativity or code writing. 👏"  
[X Link](https://x.com/gokulr/status/2020704879220826564)  2026-02-09T03:42Z 105K followers, 29K engagements


"Really enjoyed my conversation with @patrick_oshag on @InvestLikeBest I've been a long-time admirer of Patrick and our conversation covered a wide range of topics including: -- How AI has transformed product development -- Durability in the age of AI -- Which companies will thrive and which ones will be challenged -- What i've learnt from building multiple large ads businesses (link in comments)"  
[X Link](https://x.com/gokulr/status/2016897077293568266)  2026-01-29T15:31Z 104.6K followers, 72.8K engagements


"Absolutely loved my conversation with @Patrickoshag - he has the unique ability to: (a) unearth a nugget of insight out of a specific comment and dig 10x deeper into it and (b) make his guests feel extremely comfortable through his demeanor as if with a long-time friend. One of my favorite conversations with someone I've admired for a long time. .@gokulr is one of the most prolific product builders and investors of the last [--] years. He helped build the core ads and product businesses at Google Facebook Square and DoorDash working directly with many of this generation's best founders and"  
[X Link](https://x.com/gokulr/status/2016912418384072723)  2026-01-29T16:32Z 104.6K followers, 50.7K engagements


"This is a great question @HarryStebbings. I use Claude Code within Cursor so Cursor is the IDE and Claude Code is the coding agent. One of the primary benefits of Cursor (for me) is that it supports multiple coding agents. I fully expect OpenAIs Codex to catch up or be better than Claude Code on some dimensions and the same for the Gemini / xAI coding agents. My hope for the future is that Cursor can be used to manage a diverse fleet of agents. This would let me route different tasks to whichever agent is strongest for that particular problem from a unified interface. tldr if we believe that"  
[X Link](https://x.com/gokulr/status/2017403558292033890)  2026-01-31T01:04Z 104.8K followers, 75.7K engagements


"@tzvijacobs Those companies dont have CPO roles. https://www.anduril.com/anduril-leadership https://www.anduril.com/anduril-leadership"  
[X Link](https://x.com/gokulr/status/2018042305203376154)  2026-02-01T19:22Z 104.6K followers, [----] engagements


"Sorry Aakash- the tide has already turned. The annual research that Products That Count runs on the role of CPOs (n1000) shows that more than half of them are already responsible for product engineering and design. This will grow to 90%+ in five years. We can opine on exactly what skills will be needed to succeed in product but these disparate orgs will fuse into one. The CRO role is a great example that actually makes my points. Just like we dont have Chief Sales Officer and Chief Customer Success Officer separately reporting to the CEO we wont have an artificial separation between deciding"  
[X Link](https://x.com/gokulr/status/2018117131733508420)  2026-02-02T00:19Z 104.8K followers, 37.1K engagements


"PayPals mindset: dominate the world. or die trying. Love this juxtaposition. Every venture backed startup needs this mindset"  
[X Link](https://x.com/gokulr/status/2018162575452598685)  2026-02-02T03:20Z 104.7K followers, [----] engagements


"In [----] the fledgling Thiel Capitals first office was a literal broom closet on Sand Hill Road. It was the only space available at the time and the firm took it. Lesson: Startups do whatever it takes including working out of a broom closet"  
[X Link](https://x.com/gokulr/status/2018292721169940874)  2026-02-02T11:57Z 104.6K followers, 15.9K engagements


"Elon and Netscape On the day of the SpaceXX merger instructive to ponder a classic sliding doors moment. What would have happened if Elon had received an offer from Netscape and joined them How would the world have changed We will never know"  
[X Link](https://x.com/gokulr/status/2018460154082279479)  2026-02-02T23:02Z 104.8K followers, [----] engagements


"Brilliant UMichigan (Honors) essay prompt for applicants 👏 Judgment and discernment will be enduring and important. As AI tools become ever more capable at generating initial drafts (whether code analysis or prose) the critical skill shifts from pure creation to evaluation. Michigan's prompt cleverly tests exactly for this. Employers must follow suit. For example companies need to start testing software engineer candidates on reviewing the output of AI coding agents vs just writing code. PROMPT Utilize an AI text generator to write an essay on the topic Why is the LSA Honors Program a good"  
[X Link](https://x.com/gokulr/status/2019828677018808800)  2026-02-06T17:40Z 104.8K followers, 10.8K engagements


"AI Moats Interesting POV from @Steve_Yegge (below). I dont think atoms is the only moat (other examples of moats include network effects monopoly over a scarce resource compliance infrastructure etc) but its a good one. If you have a strictly online or SaaS software presence with no atoms in your product whatsoever just electrons then you are candidly pretty screwed if you dont pivot"  
[X Link](https://x.com/gokulr/status/2020194311460253726)  2026-02-07T17:53Z 104.8K followers, 20.1K engagements


"Show me a good loser and Ill show you a loser - Peter Thiel"  
[X Link](https://x.com/gokulr/status/2020350696818942051)  2026-02-08T04:15Z 104.8K followers, 18.1K engagements


"Ive never been more bullish on the future of @coinbase than I am now. This is a remarkable generational compounder. Coinbase just posted one of their most important earnings reports to date and most people completely failed to see the bigger story at play. They're all focused on the headline miss: - Revenue down 22%. - Consumer transaction revenue down 45%. - A $2.49 loss per share when https://t.co/6EB5wJ5BnI Coinbase just posted one of their most important earnings reports to date and most people completely failed to see the bigger story at play. They're all focused on the headline miss: -"  
[X Link](https://x.com/gokulr/status/2022147978862133707)  2026-02-13T03:17Z 105K followers, 86.5K engagements


"VERTICAL AI CHALLENGE Vertical AI Founders: You've spent 2+ years building your agents training your model on your customers' data embedding into workflows creating a powerful GTM motion all the best practices. You've beaten back challengers and are the #1 or #2 player in your vertical. I'm sorry you cannot relax. In fact you need to massively up your game. Turns out you are facing an existential challenge: long-horizon agents (eg: Claude Code). Agents that are not trained on a specific domain but can reliably work for hours or days on end in pursuit of a goal self-correct and actually do"  
[X Link](https://x.com/gokulr/status/2011952874444767450)  2026-01-16T00:05Z 104.9K followers, 99K engagements


"Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems of action on top of existing SoR and why the markets are so worried about the future of software companies. PS: Even the color coding subtly highlights where OpenAI thinks value will accrue. The SoR layer is white and can almost be missed if one don't look closely https://twitter.com/i/web/status/2019571976046801252"  
[X Link](https://x.com/gokulr/status/2019571976046801252)  2026-02-06T00:40Z 105K followers, 204.5K engagements


"THE ESSENCE OF GOOD STRATEGY This is one of the crispest strategy articulations I've seen. After reading it it's crystal clear what the company's aspirations and goals are what they're trying to accomplish and what the associated key initiatives are. Most startup strategy docs fail because they list everything the team could do rather than the few things that must work. Coinbase's strategic clarity comes from having made hard choices about what winning means who to serve and where to compete (and what to forego) Startup CEOs: If your strategy requires more than one page to explain or if smart"  
[X Link](https://x.com/gokulr/status/2021278891302883783)  2026-02-10T17:43Z 104.9K followers, 40.3K engagements


"The power of focused tiger teams In [----] eBay cut the pricing for its in-house payment system BillPoint posing an existential risk to PayPal. In response @DavidSacks pulled together a tiger team constituted of high performers across functions. Over a period of a few months this team executed on numerous counteroffensive maneuvers that stopped BillPoint from growing. Ive seen similar cross functional tiger teams successfully tackle exceptionally hard - existential - problems time and again across companies. It works. Startup CEOs: when you face a crisis dont go it alone and carry the burden on"  
[X Link](https://x.com/gokulr/status/2022177910124425710)  2026-02-13T05:15Z 105K followers, [----] engagements


"The challenge with this framing for software companies is that AI chooses the tool to use and AI will select the optimal tool based on several criteria (performance cost etc) which change over time. This doesnt bode well for a specific piece of software having a long-term relationship with a customer if AI can switch them off in favor of a competitive tool. It is the very definition of commoditization. Its the same reason commerce platforms like Amazon are worried about AI agents. tl;dr delegating tool choice and tool use to AI agents is likely worse for software companies not better. Caveat:"  
[X Link](https://x.com/gokulr/status/2019059959871459374)  2026-02-04T14:46Z 104.9K followers, 19.6K engagements


"Product management is as much about avoiding distractions as about producing breakthroughs Its very important that we not squander our precious engineering bandwidth on ideas that dont make sense for the long term future of the company. @DavidSacks in his role as the head of product at PayPal. https://twitter.com/i/web/status/2020282168254386518 https://twitter.com/i/web/status/2020282168254386518"  
[X Link](https://x.com/gokulr/status/2020282168254386518)  2026-02-07T23:42Z 104.9K followers, 33.5K engagements


"When I first met @stuxfdev I was blown away by how @verialabs acquired customers. They would find a vulnerability in a company's customer facing codebase / presence and alert the company to it along with offering this superpower to the company. Incredible close rates Excited to support this superhacker team. We spun out of the #1 hacking team in the US and built AI that finds what even the best hackers miss. During one engagement it found [--] different ways to take over any user's account on a popular webapp. Completely autonomously. Then suggested fixes for every single one. Today"  
[X Link](https://x.com/gokulr/status/2021004597557592562)  2026-02-09T23:33Z 104.8K followers, 11.9K engagements


"Many founders who raised large amounts of money ($10m+) in 2020-21 but subsequently realized they dont have PMF are going through an excruciating psychological journey right now. On one hand they feel beholden to employees and investors to keep building pivoting doing anything to live up to their perceived commitment to their stakeholders to build an enduring company. On the other hand they have a sinking feeling that they are just rearranging deck chairs on the Titanic. Their heart just is not in it. There is a deep-felt malaise. The more money a founder has raised the deeper this"  
[X Link](https://x.com/gokulr/status/1638012788022079489)  2023-03-21T03:00Z 104.9K followers, 1.6M engagements


"PREDICTION: THE CPO ROLE AS WE KNOW IT WILL VANISH IN FIVE YEARS At young AI native companies the traditional PM role is on the wane replaced with a product builder archetype thats a combination of Product Design and Engineering. These companies will never hire a CPO. A separate product leader leads to too much cognitive dissonance when the IC roles doing the actual work are blending extra overhead and imposes an unnecessary coordination tax on the product development organization. Five years from now these companies will be the leaders and set the cultural tone for the next generation so my"  
[X Link](https://x.com/gokulr/status/2018007131904241874)  2026-02-01T17:02Z 104.9K followers, 243.3K engagements


"On the PayPal IPO day Peter Thiel played speed chess at [--] simultaneous boards while half drunk and won [--] of [--] games. 🫡"  
[X Link](https://x.com/gokulr/status/2022545581445632253)  2026-02-14T05:36Z 105K followers, [----] engagements


"WHAT IT WILL TAKE TO WIN An apt comparison for the current AI landscape is the primordial soup of late 90s e-commerce. Though tempting its important not to crown AI winners too early. It will take several years (likely a decade) to determine the winners in each category. The stakes are high: the winner-takes-most nature of these spaces makes it so that the #1 player is valued at 10-100x the #2 player. And the prize for being the #3 player is likely death and irrelevance. What will it take to win a category In addition to product and distribution excellence which are table stakes two things"  
[X Link](https://x.com/gokulr/status/1799560618493808704)  2024-06-08T21:54Z 74.8K followers, 58.1K engagements


"From very early on Larry and Sergey displayed a poise and chutzpah that few entrepreneurs have possessed"  
[X Link](https://x.com/gokulr/status/1800739838758637885)  2024-06-12T04:00Z 74.8K followers, 36.5K engagements


"@InvictusKaiser Ram Shriram second angel in Google (and current Alphabet board member)"  
[X Link](https://x.com/gokulr/status/1800756984020664573)  2024-06-12T05:08Z 74.8K followers, [----] engagements


"Its also an appropriate time to reshare my old article on Titles. Its a call to arms to be very thoughtful and intentional about Director / VP titles avoiding them for as long as possible. https://medium.com/@gokulrajaram/the-one-thing-ceos-should-delay-as-long-as-possible-ea28347714b0 https://medium.com/@gokulrajaram/the-one-thing-ceos-should-delay-as-long-as-possible-ea28347714b0"  
[X Link](https://x.com/gokulr/status/1801001565852958723)  2024-06-12T21:20Z 74.8K followers, [----] engagements


"AI Customer Support needs Humans From a friend who was recently on a health insurance company website (and who ironically is a fairly active AI investor): "You know what F*** AI including for customer support. I'm ready to burn down every AI server out there 🤬😡 The %INSURANCE-COMPANY% app and website are broken for ordering a specialty prescription when you contact support they send you either to a technical support line which is useless or to a health alert line which is answered clearly by an AI voice because it does not listen to what you want to say but pretends that it is listening."  
[X Link](https://x.com/gokulr/status/1801318324934234344)  2024-06-13T18:18Z 80.2K followers, 35K engagements


"WeWork was profitable in [----] 🤯"  
[X Link](https://x.com/gokulr/status/1802877911164465659)  2024-06-18T01:36Z 74.9K followers, 11K engagements


"AI SOFTWARE PRICING: PRICE BASED ON METRICS IN YOUR CONTROL AI-Native Software Founders: I'm sure by now you've all read the posts around how you should price your products based on end-customer outcomes (vs seats or other old-school methods). While this is all good I have a caveat for you. Be careful that you only price based on metrics that you have control over. For example if you're building an AI SDR agent that's used by other companies as a replacement for human SDRs the temptation might be to price based on appointments scheduled by the AI agent. The challenge with this is that you"  
[X Link](https://x.com/gokulr/status/1804619863606084033)  2024-06-22T20:57Z 80.1K followers, 83.5K engagements


"AI has transformed how people learn. And Speak with their best-in-class AI language tutor is at the forefront of this revolution. With their product's core philosophy centered around getting users to speak out loud as much as possible it's easily the most effective way to learn a language. And the power of their product is showing in their amazing acquisition and retention numbers and overall growth. Excited to continue supporting @connorzwick @adhsu @coltongyulay and the incredible Speak team as they execute on their mission to transform language learning. Big day for Speak Announcing our"  
[X Link](https://x.com/gokulr/status/1805260939899642226)  2024-06-24T15:25Z 75.2K followers, 14.5K engagements


"Every venture investor adopted Soros motto in 2021"  
[X Link](https://x.com/gokulr/status/1805382915884466595)  2024-06-24T23:30Z 75.2K followers, [----] engagements


"Lehman bankruptcy rumor in August of which year Nope not [----] when it really happened. This was [----] a decade earlier in the aftermath of Russias default on debt payments. Lehman survived that one but Long Term Capital Management didnt. But the mere rumor shows that Lehman was no stranger to risky trading which ultimately spelled its demise [--] years later"  
[X Link](https://x.com/gokulr/status/1807277682083946592)  2024-06-30T04:59Z 76.6K followers, [----] engagements


"Probability less than once in the history of the universe. Aka a black swan event. No amount of risk management could save LTCM"  
[X Link](https://x.com/gokulr/status/1807282401514774529)  2024-06-30T05:17Z 75.6K followers, [----] engagements


"Tiger lost $2b in a single day in [----] due to a bad bet against the Yen. Is this the single biggest one day trading loss in history I believe so but not sure"  
[X Link](https://x.com/gokulr/status/1807499937971925163)  2024-06-30T19:42Z 95.5K followers, 18.5K engagements


"This is how Tom Steyer built Farallon Capital in the 1980s. This arbitrage still exists today and works the same way"  
[X Link](https://x.com/gokulr/status/1807563102696898583)  2024-06-30T23:53Z 75.6K followers, 44.1K engagements


"Great point from Jason. That's why in-office is so important where everyone is in the same room dialing speaking demo'ing and building. If you've never listened to your sales reps' calls Especially the ones that are mediocre performers You'll often be shocked what you hear. If you've never listened to your sales reps' calls Especially the ones that are mediocre performers You'll often be shocked what you hear"  
[X Link](https://x.com/gokulr/status/1808892358374871490)  2024-07-04T15:55Z 75.7K followers, [----] engagements


"In an agentic future database and infrastructure companies will become application companies because agents dont need a software UX. This shift has profound implications for industry structure. h/t @FlyOnTheWalsh"  
[X Link](https://x.com/gokulr/status/1810903136896430275)  2024-07-10T05:05Z 92K followers, 72.8K engagements


"ENGINEERING TEAM CAPABILITY I recently saw a massive change when a startup changed out their engineering leader (CTO). The change in culture was palpable But just as impressive was the change in ENGINEERING CAPABILITY driven by the excellence and high bar set by the leader (who is a superb engineer and problem solver themselves). A truly great engineering team will make it so that imagination and vision become the constraint. This will force you to continuously think bigger in terms of product capability. Founders: if you find yourself constantly thinking "can we build this" you're"  
[X Link](https://x.com/gokulr/status/1811431159035031657)  2024-07-11T16:03Z 76K followers, 213K engagements


"Several CEOs have already messaged me that they either recently separated from their CTO for this reason or that they've been thinking about doing so and this post has accelerated their decision. CTOs: your role is not just to be a culture carrier and awesome hiring manager. It's also to ensure the company has the capability to build remarkable differentiated products and to be at the frontline of driving execution as and when needed. ENGINEERING TEAM CAPABILITY I recently saw a massive change when a startup changed out their engineering leader (CTO). The change in culture was palpable But"  
[X Link](https://x.com/gokulr/status/1811480976813621290)  2024-07-11T19:21Z 76K followers, 145.9K engagements


"As a super happy @atlascardhq user I couldnt be more excited about this milestone for the company and for my friend the incredible @MBGilroy joining the Atlas board 1/n Having seen hundreds of P&Ls across fintech in the last decade the business model & growth at @atlascardhq are best-in-class. I am thrilled to be joining the board as an independent director. I've watched @patrickmro_ work tirelessly to build this business to date. 1/n Having seen hundreds of P&Ls across fintech in the last decade the business model & growth at @atlascardhq are best-in-class. I am thrilled to be joining the"  
[X Link](https://x.com/gokulr/status/1812972028594725113)  2024-07-15T22:06Z 76.1K followers, [----] engagements


"PRIVATE COMPANY DIVIDENDS This is one of my favorite annual emails from a private software company that is CF positive and issues a yearly shareholder dividend. At this point I've recovered a nice multiple of my original investment all through these dividends over the past few years. Investors (multiple VCs on the board) are happy and there is no pressure on the management team to do unnatural things. Continue growing sustainably invest some % of the incremental FCF into the business while returning some back to shareholders. The amount of the dividend changes year to year (it was $0.23 per"  
[X Link](https://x.com/gokulr/status/1814702996468736405)  2024-07-20T16:44Z 76.4K followers, 89.4K engagements


"@Justin_Pryor_ Also founders own a good chunk of the company so this is a way to give themselves + employees a strong annual cash bonus which improves retention and morale"  
[X Link](https://x.com/gokulr/status/1814717154824232993)  2024-07-20T17:41Z 76.2K followers, [----] engagements


"From @axios: India captured the highest share (37%) of overall exit value across all global markets not counting North America and Europe over the last [--] months even surpassing China which made up 29% of exit value. Public market exits: $12.9 billion in [----] $8.1 billion in H1 [----]. Secondaries: $6.6 billion in [----] $2.2 billion in H1 [----]. Strategic M&A: $5.8 billion in [----] $1.1 billion in H1 [----]. Going long India this century is one of the easiest macro bets one can make. No doubt there will be bumps but the combination of demographics and democracy is a potent one"  
[X Link](https://x.com/gokulr/status/1816123018332328088)  2024-07-24T14:47Z 76.9K followers, 27.7K engagements


"Amen to that. Entrepreneurs - if you are building a $100-500 per month (or higher) consumer service (that delivers commensurate value to a well defined niche segment) please ping me. Id love to partner with and support you. My email address on my website in my profile. 💯 yet several generations of consumer founders & VCs were trained the opposite: offer a free/dirt cheap product and optimize for audience scale. Only possible in a ZIRP world with abundant ad targeting. The world has changed 💯 yet several generations of consumer founders & VCs were trained the opposite: offer a free/dirt"  
[X Link](https://x.com/gokulr/status/1817703836032868749)  2024-07-28T23:29Z 77K followers, 79.7K engagements


"CEOs: dont be cheap while paying your sales people. Just like a 10x engineer can be as productive as several engineers combined a superstar sales person can deliver sales 5-6 sales people. Consider paying them 20% (of annual first year ACV they acquire). If an AE closes $5m ACV they should make $1m comp"  
[X Link](https://x.com/gokulr/status/1828870959266443324)  2024-08-28T19:03Z 80.5K followers, 72.6K engagements


"A big % of Santa Clara county this past week:"  
[X Link](https://x.com/gokulr/status/1829612211742130403)  2024-08-30T20:08Z 80.6K followers, [----] engagements


"https://www.msn.com/en-us/money/companies/klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives/ar-AA1pAuaHocid=finance-verthp-feeds https://www.msn.com/en-us/money/companies/klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives/ar-AA1pAuaHocid=finance-verthp-feeds"  
[X Link](https://x.com/gokulr/status/1833600570818781532)  2024-09-10T20:16Z 80.5K followers, 18.4K engagements


"@MaddySukoru @Klarna @salesforce @Workday I don't think we need "classic" software engineers doing this. We can train the "IT department" to build these apps using tools like these: https://x.com/rohitdotmittal/status/1833482628579619116 Ok my mind is blown with Replit Agents. I started using it because I was bored on a train ride a couple of days ago. So today I tried to build a Trello clone and build a fully functional app in like [--] mins. I showed it to a few people in the office and the guy is like "I https://t.co/O4KRbDU7gr https://x.com/rohitdotmittal/status/1833482628579619116 Ok my"  
[X Link](https://x.com/gokulr/status/1833616830449308005)  2024-09-10T21:21Z 80.5K followers, 15.3K engagements


"@MaddySukoru @Klarna @salesforce @Workday Lets be clear - peak usage is [-----] people inside a company. This is not a customer facing app that could get [-------] requests a second. Much much easier problem. I dont think the words Salesforce and DevOps have ever been used in history before this tweet :)"  
[X Link](https://x.com/gokulr/status/1834052209744732357)  2024-09-12T02:11Z 80.5K followers, [---] engagements


"Achievement unlocked: invited by @meta to apply for a Social Media Manager role 🙏 It would be a nice boomerang after 11+ years"  
[X Link](https://x.com/gokulr/status/1838746531996021194)  2024-09-25T01:05Z 80.6K followers, 42.2K engagements


"@robleathern @Meta Real. Link goes to this role:"  
[X Link](https://x.com/gokulr/status/1838941083193254049)  2024-09-25T13:58Z 80.5K followers, [--] engagements


"DON'T BE A YAC When you are a late-stage private company investors are clamoring to invest in you since you're one of a small number of growth stage / pre-IPO companies at any point in time. You get the privilege of picking the investor. However once you go public it's a different reality. Public investors have so much more choice. You're competing with hundreds / thousands of companies for investors' attention. You rely on the investor to pick you. As a friend who took a company public a couple of years ago told me: "Eighteen months before going public we went to pitch one of the largest"  
[X Link](https://x.com/gokulr/status/1840496648541389250)  2024-09-29T20:59Z 80.4K followers, 13K engagements


"@braintrustdata @martin_casado @a16z Congrats Ankur and BrainTrust team"  
[X Link](https://x.com/gokulr/status/1843742225441997190)  2024-10-08T19:56Z 80.5K followers, [---] engagements


""Avoid Non-Tesla Public Climate Tech companies" Spoke with a large public market investor. Other than Tesla they have ZERO climate tech long positions. Per them all the public solar company are propped up by protectionism and IRA (Inflation Reduction Act). Thanks to the IRA a large public solar panel company which buys all its materials from China has a Gross Margin of 40% (it would be 20% without the IRA). "It's a direct subsidy from the government and nobody truly knows when it might suddenly go away." And they are completely uninterested in investing in any of the EV companies that have"  
[X Link](https://x.com/gokulr/status/1843810190296268801)  2024-10-09T00:26Z 80.7K followers, [----] engagements


"Many of the largest pre-IPO Indian companies are moving their HQ to India from Singapore or US in order to go public in India. The tax bill to do so can be fairly large. For example @_groww one of India's largest financials brokerage and trading firms made a one-time tax payment of Rs [----] crore ($170M) related to moving their domicile to India. In fact several late stage companies have raised rounds with the express purpose of using the proceeds to pay the tax bill. Why pay this much just to move your HQ The premium these companies will get on listing in the Indian market (vs the US) is"  
[X Link](https://x.com/gokulr/status/1848404794890981868)  2024-10-21T16:43Z 80.5K followers, 26.7K engagements


"Congrats to @kshenster @Mark_Goldberg_ and @ethankurz for founding and launching @chemistry_fund . They are amazing investors and incredible humans and I fully expect Chemistry to quickly join the top tier of early stage firms. 🌟 Personal update 🌟 - Today Im thrilled to unveil Chemistry (@chemistry_fund) a new $350M early-stage venture fund I co-founded with my good friends @ethankurz and @Mark_Goldberg_ Were dedicated to making high-conviction investments at the Seed and Series A. A thread 👇 🌟 Personal update 🌟 - Today Im thrilled to unveil Chemistry (@chemistry_fund) a new $350M"  
[X Link](https://x.com/gokulr/status/1849188759012823053)  2024-10-23T20:38Z 96.4K followers, [----] engagements


"10-15 years ago you could actually see the logos if you squinted. This is . bananas"  
[X Link](https://x.com/gokulr/status/1851318931627430011)  2024-10-29T17:43Z 96.4K followers, 41.1K engagements


"Congrats @PatronusAI on the APau launch Great platform for builders to accelerate AI development. 1/ Introducing the Patronus API: powerful AI evaluation models to accelerate your AI development 🚀 - 20% more accurate than ragas on hallucination detection - Beats Perspective and Llama Guard on safety tasks by 28% and 11% - Excels in practical domains like finance and 1/ Introducing the Patronus API: powerful AI evaluation models to accelerate your AI development 🚀 - 20% more accurate than ragas on hallucination detection - Beats Perspective and Llama Guard on safety tasks by 28% and 11% -"  
[X Link](https://x.com/gokulr/status/1852087981584323062)  2024-10-31T20:39Z 96.4K followers, [----] engagements


"This is a very good high level framework for how many / most Vertical AI products will be architected. Great work @joannezchen and @JayaGup10 When @JayaGup10 & I first wrote about the service-as-software shift [--] mos ago we had some ideas about how it was playing out in the real world. Now after talking with 100s of startups weve outlined a framework that brings service-as-software to life: a System of Agents. A 🧵 https://t.co/RTrd9TEvxQ When @JayaGup10 & I first wrote about the service-as-software shift [--] mos ago we had some ideas about how it was playing out in the real world. Now after"  
[X Link](https://x.com/gokulr/status/1853202083677339660)  2024-11-03T22:26Z 82.1K followers, 26.2K engagements


"Kudos @OpenAI for doing this with the $200/month OpenAI Pro. Excited for the future $2000/month OpenAI Max Absolutely the right strategy. CHARGE 5-25X MORE FOR YOUR CONSUMER SUBSCRIPTION PRODUCT Consumer CEOs: Charging $20 monthly / $200 annually for your product means that you need 1M subscribers to get to $200M ARR. Given the high churn with consumer SaaS products (4% per month not uncommon) you will need to CHARGE 5-25X MORE FOR YOUR CONSUMER SUBSCRIPTION PRODUCT Consumer CEOs: Charging $20 monthly / $200 annually for your product means that you need 1M subscribers to get to $200M ARR."  
[X Link](https://x.com/gokulr/status/1865094819242295690)  2024-12-06T18:03Z 95.9K followers, 25.7K engagements


"*ChatGPT Pro not OpenAI pro :)"  
[X Link](https://x.com/gokulr/status/1865095876525674646)  2024-12-06T18:08Z 82.2K followers, [----] engagements


"MENTORS / ADVISORS Leaders: when you move an employee into a role that necessitates new skills (eg: Individual Contributor to Manager Manager to Manager-of-Managers Engineer to Product Manager etc) one of the biggest gifts you can give them is to simultaneously get them a mentor / coach for their first year. This coach is a person who has several years of experience with the skillset (eg: an experienced Engineering Manager an experienced Product Manager etc). The coach should definitely not be in the same team (maybe not even at the same company) as the employee so the employee can get advice"  
[X Link](https://x.com/gokulr/status/1865442865452822698)  2024-12-07T17:06Z 96K followers, 13.6K engagements


"Domain name acquisition The value of a compelling domain name cannot be understated. Just had the most fantastic experience working with @Rob from @SnaggedDomains to acquire a new domain name and social handle for an upcomingproject. If you're everin the market for a premium domain highly recommend you check out Fastestresponse time I've ever seen. 📷 http://snagged.com http://snagged.com"  
[X Link](https://x.com/gokulr/status/1866210934496297318)  2024-12-09T19:58Z 82.4K followers, [----] engagements


"INVESTING IN ATLAS My first experience with @atlascardhq was a last minute prime time reservation at Dirt Candy in NYC something I had struggled to secure for several months prior. Over the past few months it has rapidly become my top-of-wallet card due to the superpower of being able to reserve at any restaurant across the country and the unmatched convenience of using the concierge to book dining travel and events. It's one of the few consumer productsfor which I've become a proactive word-of-mouth recommender. @Patrickmro_ is a special founder/CEO who exemplifies the ambition intensity and"  
[X Link](https://x.com/gokulr/status/1867408296657006806)  2024-12-13T03:16Z 82.5K followers, 11.9K engagements


"Time to go public Congrats to the @ServiceTitan team and investors on a tremendous IPO. Strong business with near perfect timing. Companies at ServiceTitan's scale with compelling narratives are seeing a notable shift in market expectations. Valuations that once seemed unreachable are now becoming attainable. This will encourage more companies to pursue public offerings in [----]. If youre ready but waiting for a better market for the first time since the end of the [----] IPO boom now (1H2025) is the time to seriously consider going. Lets go (public)"  
[X Link](https://x.com/gokulr/status/1867793541269008808)  2024-12-14T04:47Z 82.6K followers, 10.4K engagements


"INVESTING IN BOON: AI FOR THE REAL WORLD @MarathonMPs is excited to lead a $20.5M Series A in @get_boon agentic AI platform for logistics. Commercial fleet owners are drowning under a heavy administrative load from legacy point solutions. On average they use between [--] and [--] different tools to run their business all existing in silos surrounded by reams of physical paperwork and none interoperating with each other. Boons AI agents dramatically improve efficiency for fleet owners making it significantly easier to run and grow their business. Weve known @get_boon founder/CEO Deepti Yenireddy"  
[X Link](https://x.com/gokulr/status/1869892667301343652)  2024-12-19T23:48Z 83.7K followers, 15.8K engagements


"Narrative violation (at least for me): Berkshire returns driven by a small fraction of all the stocks they have ever owned. Maybe shouldnt be surprising in hindsight since returns from index investing are also driven by a small % of stocks. The Power Law remains undefeated in investing"  
[X Link](https://x.com/gokulr/status/1873244646241124823)  2024-12-29T05:48Z 84.2K followers, 11.9K engagements


"When I first read Jack Welchs autobiography Straight from the Gut two decades ago I thought the practice he describes below (finding extra earnings after the books had closed) was a good thing a heroic thing an admirable thing. 🙈"  
[X Link](https://x.com/gokulr/status/1873989189022409121)  2024-12-31T07:06Z 84K followers, [----] engagements


"We chase extraordinary moments instead of being grateful for ordinary moments until hard shit happens. And then in the face of really hard stuff illness death loss the only thing were begging for is a normal moment. - Brene Brown Heres to [----] being a year where we stay grateful for normal ordinary moments and do not take for granted the extraordinary privilege that is life. Happy New Year"  
[X Link](https://x.com/gokulr/status/1874248903878713486)  2025-01-01T00:18Z 85.2K followers, 10.7K engagements


"For the last decade Ive sent this post from my friend @hunterwalk to new grads wanting to work in tech. It remains the best advice for new grads period. Evergreen post. (Link in comments)"  
[X Link](https://x.com/gokulr/status/1878126946162192412)  2025-01-11T17:08Z 85.7K followers, 61.5K engagements


"Today was the first meeting I attended that had fewer humans than AI agents. There were [--] of us (humans) each with our own AI notetaker and the third human had sent their AI notetaker to attend in their absence. I'm looking forward to future meetings where I am the only human attendee with half a dozen AI attendees"  
[X Link](https://x.com/gokulr/status/1878933199453331699)  2025-01-13T22:32Z 86K followers, 71.5K engagements


"You have not worked in investment banking if you dont have a story like this"  
[X Link](https://x.com/gokulr/status/1879403852363071541)  2025-01-15T05:42Z 85.7K followers, 21.4K engagements


"In [--] years most white collar jobs will morph into one or more of: [--]. Prepping / labeling data for AI [--]. Crafting AI inputs / prompts [--]. Reviewing AI outputs The skills needed to succeed in this world will be (a) editorial (the ability to critically evaluate and refine information) (b) synthesis (making connections and deriving insights from model outputs and insights) (c) strategic (understanding the broader context and implications) and (d) communication (effectively collaborating with both humans and AI systems)"  
[X Link](https://x.com/gokulr/status/1880763018361106780)  2025-01-18T23:43Z 87.2K followers, 48K engagements


"Radically improved product workflows and interface. Kudos @CoinTracker team Hi 👋 We look a little different. A bold new brand for a bold new era but not only that. More on what weve been up to https://t.co/xpwLy6D5ci https://t.co/dIo6a61QaQ Hi 👋 We look a little different. A bold new brand for a bold new era but not only that. More on what weve been up to https://t.co/xpwLy6D5ci https://t.co/dIo6a61QaQ"  
[X Link](https://x.com/gokulr/status/1882191882224320911)  2025-01-22T22:21Z 85.9K followers, [----] engagements


"@bhalligan Id love to know their metrics (revenue growth rate GRR/NRR burn) before opining :) there are industries like the credit card industry where even the 20th largest player does very well"  
[X Link](https://x.com/gokulr/status/1883286376738852992)  2025-01-25T22:50Z 85.9K followers, [---] engagements


"The questioner here is @RajanAnandan MD at @peakxvpartners and super sharp operator and investor. Rajan - kudos on your prescience :) TBH I dont think Sam is wrong - I dont think Deepseek TRAINING costs all inclusive are nearly as low as claimed. LOOOOOOL https://t.co/VsaxtSAtDI LOOOOOOL https://t.co/VsaxtSAtDI"  
[X Link](https://x.com/gokulr/status/1884478241311969734)  2025-01-29T05:46Z 87.2K followers, [----] engagements


"Enterprise software development goes far beyond writing code and pushing it to production. @FactoryAI is building the AI platform for enterprises to use for SOFTWARE DEVELOPMENT not just to write code. Excited to support @matanSF @EnoReyes and the awesome @FactoryAI team. INTRODUCING FACTORY Factory is the Command Center where developers and agentic AI collaborate to understand plan and build enterprise software. Our enterprise platform combines advanced engineering system indexing state-of-the-art retrieval and search and reliable agentic https://t.co/bTtm7EXk5d INTRODUCING FACTORY Factory"  
[X Link](https://x.com/gokulr/status/1894452281330077917)  2025-02-25T18:19Z 88.3K followers, [----] engagements


"I vastly prefer 1:1s to events but @MBGilroy convinced me to attend the Morgan Stanley conference and Im glad I did. World class event with great sessions and conversations. Most importantly we got the opportunity to model our first ever @MarathonMP swag (hats) together It was a groundbreaking week for us at @MarathonMP. I got my guy @gokulr to attend a conference For those of you lucky enough to know him you know how big this is Thank you @MorganStanley for the assist. https://t.co/fVhlI7SNsL It was a groundbreaking week for us at @MarathonMP. I got my guy @gokulr to attend a conference For"  
[X Link](https://x.com/gokulr/status/1897686773419139270)  2025-03-06T16:32Z 88.6K followers, [----] engagements


"PRODUCT ENGINEERING VS SYSTEMS ENGINEERING I interviewed a VP Eng candidate for a portfolio company. They shared that at their prior startup despite reducing the product eng team size by 50% (50 = 25) over the past year they were still able to increase product velocity due to a massive improvement in quality of tooling (GitHub CoPilot Cursor) used by the team. They did reveal that they increased the size of their "tooling" teams to support this smaller product eng team size. We discussed one potential future for engineering: product engineering team sizes shrink and engineering headcount"  
[X Link](https://x.com/gokulr/status/1897861883862077784)  2025-03-07T04:08Z 89.7K followers, 45.9K engagements


"Awesome thoughtful take on the credit card market by my partner @MBGilroy breaking down the larger market macro and sectors micro which each are their own beasts. The consumer & commercial card markets are large beyond comprehension. Annual spend on cards (TPV) in US alone - consumer = $5T growing 8% and commercial = $1T growing 12%. Virtual card & check conversion assisting commercial growth big time. One of the biggest reasons we love The consumer & commercial card markets are large beyond comprehension. Annual spend on cards (TPV) in US alone - consumer = $5T growing 8% and commercial ="  
[X Link](https://x.com/gokulr/status/1898409599050596560)  2025-03-08T16:24Z 88.8K followers, [----] engagements


"The acquisition of Wiz is bigger in $ value than all of Googles other acquisitions combined. When Google bought DoubleClick and YouTube each was 1-3% of Google's market cap. Wiz is also 1.6% of Alphabet's market cap"  
[X Link](https://x.com/gokulr/status/1904261471712010412)  2025-03-24T19:58Z 89.4K followers, [----] engagements


"AI SHRINKS THE SKILL PREMIUM A year ago a portfolio co would ask me every week on tips to hire senior engineers; they found it really hard to attract seasoned builders. For the past couple of months they have stayed conspicuously silent on this topic. Today I asked them why. Had they finally found their dream senior engineer hire They said "We don't need senior engineers. Our junior and mid-level engineers are able to use AI to solve every logic and system design problem." This will be one of the pervasive effects of AI. AI will massively erode the premium charged by senior professionals in"  
[X Link](https://x.com/gokulr/status/1906392299346780512)  2025-03-30T17:05Z 90K followers, 125K engagements


"THE INEVITABLE MCP BATTLE If you work in AI you've probably heard of MCP (Model Context Protocol) an extension of tool calling that allows agents to interact with applications in a standardized way. Social has been full of glowing reviews of MCP. Standards are awesome so why wouldn't everyone embrace it Two simple logical reasons that MCP will not be welcomed by the largest and most ambitious applications: (a) Customer relationships and (b) Ads (a) Any B2B or B2C app that's built deep direct customer relationships over years and decades is going to view MCP as a disintermediatory force one"  
[X Link](https://x.com/gokulr/status/1908967852805427479)  2025-04-06T19:39Z 90.3K followers, 83.9K engagements


"Larry Ellison is the GOAT of personal billion dollar financings"  
[X Link](https://x.com/gokulr/status/1916363407512539539)  2025-04-27T05:26Z 90.9K followers, 30K engagements


"GET ON A PLANE Ive heard multiple times over the past few weeks that buyers (whether F1000 enterprises restaurants medical practices or any other vertical) in the Midwest Southwest Southeast etc are SO MUCH MORE untapped than those in SF Bay Area and NYC. One founder recounted not getting much traction in NYC. So they got on a flight to Kansas City and were able to snag meetings with much larger customers in that area who had never been pitched by a software company. He not only signed them up but also got more referrals to others in the region. Hearing similar stories around Nebraska Texas"  
[X Link](https://x.com/gokulr/status/1920935317408018571)  2025-05-09T20:14Z 91.4K followers, 79K engagements


"Oil refining in the early 1860s has many similarities to AI in the early 2020s"  
[X Link](https://x.com/gokulr/status/1922826545179087223)  2025-05-15T01:29Z 91.2K followers, [----] engagements


"PREDICTION: Meetings Docs and Social will converge My prediction from a couple of months ago came true - @figma and @canva both released prompt-to-code tools at their respective conferences and are squarely in the same space as Replit Bolt Lovable et al. It was an easy prediction - both had no choice. My next prediction again pretty easy based on consumer behavior trends and breadcrumbs: @NotionHQ and @meetgranola will eventually compete with GSuite Zoom Slack and Teams to become the docs and meeting search and social layer for the enterprise. WHY Enterprise content has traditionally been"  
[X Link](https://x.com/gokulr/status/1923814390400418175)  2025-05-17T18:54Z 91.8K followers, [----] engagements


"@andrewthezhou @figma @canva Probably both. All these platforms are building their own enterprise search (Notion launched theirs last week). Glean was ahead on connectors but others have caught up on the connector front now"  
[X Link](https://x.com/gokulr/status/1923818051436413319)  2025-05-17T19:09Z 91.4K followers, [----] engagements


"From a friend whos a BTC maximalist (bought at $9): Bitcoin is unique in that it's the only asset class about which serious capital managers are both curious and hesitant at the same time; these people believe it can 10xor 100x and yet those same people have real concern it can go to zero"  
[X Link](https://x.com/gokulr/status/1935082549665218795)  2025-06-17T21:10Z 92.5K followers, [----] engagements


"@hannaaase Yes but down payment signed contract LOI :)"  
[X Link](https://x.com/gokulr/status/1935804687867068495)  2025-06-19T20:59Z 92.6K followers, [----] engagements


"Excited for the @coinbase credit card"  
[X Link](https://x.com/gokulr/status/1937599618390589622)  2025-06-24T19:52Z 92.9K followers, [----] engagements


"Excited to see the @MelioPayments acquisition announcement by @Xero today. Great outcome for a great company. My Marathon partners @MBGilroy and @ChaseAPackard in their prior lives led not one but TWO rounds (back to back) in Melio. Though MG and CP are too humble to mention it I'll brag on their behalf: their conviction counsel and founder partnership helped guide the company through pivotal phases of growth and monetization as Melio CEO @matanbar would testify. Excited for the Melio team and also excited that I get the privilege of partnering with Michael Chase and @AlexGorgoni and"  
[X Link](https://x.com/gokulr/status/1937666935338242331)  2025-06-25T00:19Z 92.9K followers, [----] engagements


"https://www.prnewswire.com/news-releases/xero-to-acquire-melio-a-leading-us-smb-bill-pay-solution-to-accelerate-global-growth-302490268.html https://www.prnewswire.com/news-releases/xero-to-acquire-melio-a-leading-us-smb-bill-pay-solution-to-accelerate-global-growth-302490268.html"  
[X Link](https://x.com/gokulr/status/1937667102648971667)  2025-06-25T00:20Z 92.9K followers, [----] engagements


"INVESTING IN NIURAL tl;dr @MarathonMP is leading @niuralHQ 's Series A. Payroll processing has been around for 75+ yearsbut it has remained unchanged for decades. Three shifts have reshaped the landscape: (a) Remote Work catalyzing an embrace of global workforces and exploding payroll complexity. (b) Generative AI with agentic intelligence sophisticated enough to automate backoffice operational workflows. (c.) The Rise of the Strategic CFO who is demanding more integrated intelligent systems especially with payroll being the single largest expense for most companies. Enter Niural. Founded by"  
[X Link](https://x.com/gokulr/status/1937895096604889488)  2025-06-25T15:26Z 93K followers, 25.7K engagements


"Exec at F500 company: AI is causing the lines between functions to blur. When I meet with a young person if I dont know their title beforehand I wouldnt be able to say if they are a PM an analyst or an operations person. They are able to smoothly switch between these roles and do most of the job of these roles as a single person. We are seeing in real time the rise of the Swiss army knife Designer + PM + Analyst + Operator"  
[X Link](https://x.com/gokulr/status/1939713112359440494)  2025-06-30T15:50Z 93.2K followers, 36.9K engagements


"New phishing vector - remittance advice / payment processed. Taps into so many deeply ingrained human instincts: the immediate excitement or hope of receiving unexpected money lowering the recipients guard. Curiosity (How much is it From whom For what) driving the impulse to click before thinking. A sense of urgency or obligation to not miss an important transaction. Brilliant (in a twisted way) 👏👏"  
[X Link](https://x.com/gokulr/status/1940126145380589858)  2025-07-01T19:11Z 92.8K followers, [----] engagements


"BECOME AN INDIVIDUAL CONTRIBUTOR Over the past few months I've seen several friends and ex-colleagues proactively move from leadership (manager or managers-of-managers) roles at non-AI companies to IC (individual contributo) roles at AI-native companies. While this might seem counter-intuitive and maybe even a career negative I believe it's the right career move for leaders who want to move into AI. Every AI-native company is looking for leaders with AI native experience. If someone stays a mid-level manager in a non-AI role they will not build the hands-on AI experience they need to become"  
[X Link](https://x.com/gokulr/status/1943089940553961942)  2025-07-09T23:28Z 93.7K followers, 60.2K engagements


"A massive company is missing from this list. Starts with "Alpha" and ends with "bet". The future of Alphabet over the next [--] years might be the most polarizing topic in technology. Naysayers forget that even if you proclaim that search will go to zero by [----] (SUPER far fetched) Alphabet have five businesses that could each be 1T by 2030: Android+Chrome Apps (Gmail et al) Cloud YouTube Waymo. Looking at this: I would be wildly surprised if: SpaceX was not at $1TN Revolut was not at $500BN NVIDIA was not at $8TRN Databricks was not at $500BN Anthropic was not at $800BN In the next [--] years."  
[X Link](https://x.com/gokulr/status/1943364055429009804)  2025-07-10T17:37Z 93.6K followers, 42.6K engagements


"The answer to @MollySOSheas question is @turingcom :) Turing leverages data from cutting-edge AI research and converts it into real-world applications - reasoning coding and problem-solving. The company is growing extremely fast due to its strategy of owning both sides talent + training data creating a virtuous loop and a self-reinforcing flywheel. Excited to support @Jonsidd @KrishnanVijay and the Turing team as they emerge as a breakout leader in the race towards AGI. Just got back from @RaiseSummit in Pariswhere AI's top names like Groq Cerebras Eric Schmidt Lovable & Windsurf all took the"  
[X Link](https://x.com/gokulr/status/1944538137658823028)  2025-07-13T23:23Z 95.9K followers, 20.3K engagements


"(from the interest on their $2B round) https://www.reuters.com/technology/mira-muratis-ai-startup-thinking-machines-raises-2-billion-a16z-led-round-2025-07-15/ https://www.reuters.com/technology/mira-muratis-ai-startup-thinking-machines-raises-2-billion-a16z-led-round-2025-07-15/"  
[X Link](https://x.com/gokulr/status/1945567963828060169)  2025-07-16T19:35Z 93.7K followers, 30K engagements


"FIRESIDE CHAT WITH RAVI INUKONDA @rinukonda CFO at @DoorDash is the embodiment of a world-class public company CFO. Ravi's contributions to DoorDash's growth into a $100B company (and recent S&P [---] entrant) are far reaching; his fingerprints and impact can be found in every function from product to operations to marketing. He is the prototypical T-shaped leader able to go deep into any area at an incredible level of detail but equally able to zoom out to adroitly steer this massively complex business. I'm excited for my fireside chat with Ravi on August [--] in San Francisco. Our conversation"  
[X Link](https://x.com/gokulr/status/1947164953095569455)  2025-07-21T05:21Z 93.7K followers, [----] engagements


"Congrats @KaranVaidya6 and team @composiohq on this milestone 🔥 Agents arent reliable. They dont learn from experience. At @composiohq we provide skills that evolve with your agents @lightspeedvp gave us $25M to make agents usable https://t.co/yahNJaLdKK Agents arent reliable. They dont learn from experience. At @composiohq we provide skills that evolve with your agents @lightspeedvp gave us $25M to make agents usable https://t.co/yahNJaLdKK"  
[X Link](https://x.com/gokulr/status/1947792832225493297)  2025-07-22T22:56Z 94.1K followers, [----] engagements


"Congrats @tconrad on making it official As a devoted and loyal @Sonos customer very excited for the roadmap ahead. Ive been asked to be the next CEO of Sonos. Grateful for the perspectives and critiques that many of you have shared here these last [--] months while I was interim. So excited for the road ahead. Ive been asked to be the next CEO of Sonos. Grateful for the perspectives and critiques that many of you have shared here these last [--] months while I was interim. So excited for the road ahead"  
[X Link](https://x.com/gokulr/status/1948008982607478930)  2025-07-23T13:15Z 93.8K followers, [----] engagements


"Excited to see @DeepCogito unveil Cogito v2. This family of models is a major step towards AI systems that reason carefully ground their answers and are self-improving. Among the strongest open models in the world this new version is a great milestone towards superintelligent AI systems. Im proud to support @drishanarora and the exceptional Deep Cogito team. Today we are releasing [--] hybrid reasoning models of sizes 70B 109B MoE 405B 671B MoE under open license. These are some of the strongest LLMs in the world and serve as a proof of concept for a novel AI paradigm - iterative"  
[X Link](https://x.com/gokulr/status/1951126488021082425)  2025-08-01T03:42Z 94.9K followers, 36.4K engagements


"@shri_shobhit There is a balance between letting go of underperformers and making your company a living version of The Hunger Games"  
[X Link](https://x.com/gokulr/status/1952242505547968553)  2025-08-04T05:37Z 94.6K followers, [----] engagements


"AI APPLICATION PLAYBOOK Building a large AI application company is not easy but its becoming very clear what to do. You need to: a. Automate a high value workflow b. For a large end market c. While showing strong market pull d. With a repeatable motion e. And ample expansion opportunities If you can systematically prove that you can do each of the above the world is yours. Inception / pre-seed: a b Seed: a b c Series A: a-d + a bit of e Series B+: a-e Pls DM me if youre an entrepreneur who would like to partner to build a generational AI company"  
[X Link](https://x.com/gokulr/status/1952711989618418029)  2025-08-05T12:43Z 94.8K followers, 31.4K engagements


"Proud to see @MarathonMP portfolio company @atlascardhq on the Future [--] which is fast becoming a prescient window into greatness. Some quotes about Atlas from the article: "How does one secure a spot at The Corner Store Or a table at Cotogna What should one do to get court side tickets to the US Open Increasingly the answer may be Atlas Card." "Atlas is building an AI-powered concierge that unlocks access to hot dining spots luxury hotels and VIP events." "Though Atlas prefers to keep a low profile its momentum is hard to ignore. The startup is logging hundreds of millions in spending and"  
[X Link](https://x.com/gokulr/status/1953521208198410675)  2025-08-07T18:18Z 95.4K followers, [----] engagements


"The AI assistant Ad opportunity == Google Ads + Meta Ads It's indisputable that OpenAI and Anthropic have an incredible advertising opportunity within ChatGPT and Claude respectively. What is interesting that their ad systems will combine the best of both worlds and incorporate elements from the two largest and most powerful advertising systems today - Google and Facebook. [--]. INTENT-DRIVEN ADS: Google search ads are based on the consumer's intent. A growing % of AI assistant queries are commercial queries which can be cleanly monetized through search ads or affiliate links. [--]. IDENTITY-DRIVEN"  
[X Link](https://x.com/gokulr/status/1953974116484317504)  2025-08-09T00:18Z 95K followers, 10.5K engagements


"NEXTGEN INFRA STARTUPS MUST PLAY OFFENSE Historically software infrastructure / middleware startups have played DEFENSE well. They have built deep defensible technology moats over a period of time.The founders have been deeply technical have sold to other developers and have been content to not have a strong public-facing brand. However this playbook (and archetype) must change. Infra founders and startups must play OFFENSE and become more dynamic and front footed. Why First foundation models are adding more and more infastructural components and nibbling away at what was traditionally"  
[X Link](https://x.com/gokulr/status/1956085706004242882)  2025-08-14T20:09Z 95.2K followers, 43.4K engagements


"An increasingly large % of Indias top venture firms now have folks in the US and are investing in entirely US based companies. They are essentially reinventing themselves as global venture firms. The reason is simple: per these firms there is not (yet) enough of a supply of AI native businesses being built out of India especially relative to the demand from venture firms. Capital finds a way. Always"  
[X Link](https://x.com/gokulr/status/1958736544761798869)  2025-08-22T03:42Z 96.8K followers, 54.9K engagements


"I've been investing in startups for 18+ years now and I've never been more excited about the potential of entrepreneurs and technology to uplift humanity and society. Thank you @saltzman_jason for including me on this list with several good friends who I've been lucky to partner with and learn from. Hope to continue serving and helping obsessed founders build generational companies. Simple enough thesis: Leading AI operators make good AI investors. https://t.co/7BmryhtQU2 Simple enough thesis: Leading AI operators make good AI investors. https://t.co/7BmryhtQU2"  
[X Link](https://x.com/gokulr/status/1959037381342110120)  2025-08-22T23:38Z 95.5K followers, 19.6K engagements


"Ironic that the market is celebrating Google stock because there is finally real competition in Search 😂"  
[X Link](https://x.com/gokulr/status/1963428942968402011)  2025-09-04T02:28Z 95.6K followers, [----] engagements


"CUSTOMER PAYMENT = REVENUE and other revenue clarifications In the past couple of weeks two entrepreneurs told me that their revenue had slowed down because of customer payments having been pushed out. Upon digging deeper it turned out that they were recognizing revenue whenever they received a payment from their customer. This showed me that there is still a ton of misconception still around the meaning of the word revenue so Im writing this note to clarify the types of revenue and what each means. [--]. Contracted revenue: when you sign a contract with a customer saying they will pay you $1m"  
[X Link](https://x.com/gokulr/status/1964463659243229664)  2025-09-06T23:00Z 95.8K followers, 21.2K engagements


"DONT SHIELD YOUR ENGINEERS From a founder: thanks for the great suggestions around taking our engineers to visit the customer. Been doing that and it has immensely improved their understanding of the market and the problem. Founders: your engineers are some of the best problem solvers at your company and they understand best how technology (especially AI) can be leveraged in powerful ways to solve problems. Shielding them from your customers is akin to deliberately crippling your ability to deeply understand customer problems and come up with unique remarkable ways to solve them. TLDR"  
[X Link](https://x.com/gokulr/status/1964541856018288692)  2025-09-07T04:10Z 95.9K followers, 30.9K engagements


"Reading the open job listings of any company is one of the best ways to understand their product GTM and overall strategy. So whether you want to better understand a competitor a potential employer or an investee startup just check out their careers page"  
[X Link](https://x.com/gokulr/status/1965571673345958085)  2025-09-10T00:23Z 95.9K followers, 15.2K engagements


"Really enjoyed the conversation with my friend @auren about many diverse topics including AI business models and wartime vs peacetime leadership modes. Thank you Auren for having me new World of DaaS episode with @gokulr Gokul is a legend: he helped build google adsense and facebook ads. now he's a founding partner at @MarathonMP we covered: 📈AI ads + business models ➡ transitioning from operator to investor 🏆why paul graham is wrong about founder mode new World of DaaS episode with @gokulr Gokul is a legend: he helped build google adsense and facebook ads. now he's a founding partner at"  
[X Link](https://x.com/gokulr/status/1965627877522849954)  2025-09-10T04:06Z 95.9K followers, [----] engagements


"Slootman defines winning as hiring competitors best talent thus breaking their will to fight (h/t Sun Tzu)"  
[X Link](https://x.com/gokulr/status/1966536598163517762)  2025-09-12T16:17Z 96.2K followers, 21.9K engagements


"UIAGENT INVESTMENT I'm excited to share that Marathon Management Partners has led @ui_agents seed round and that my partner @ChaseAPackard is joining their board. @EnesWitwit is one of those rare founders who combines deep technical vision with relentless execution and an incredible work ethic that goes beyond 9-9-6 (I'd call it 0-0-7 12am to 12am seven days a week). His founder journey (shared below) is inspiring and compelling. Since we first met earlier this year I've watched with increasing excitement as Enes and his team have systematically displaced incumbents in the accounting"  
[X Link](https://x.com/gokulr/status/1968090450499424340)  2025-09-16T23:11Z 96.1K followers, 12.5K engagements


"Congrats to Matan Grinberg Eno Reyes and @FactoryAI team on (a) building the best software development agents in the world (#1 on Terminal Bench) (b) delivering very real ROI and value to an incredible set of enterprise customers such as MongoDB EY Bayer and Zapier and (c) the new fundraising milestone from a great set of insitutional and individual investors. Factory's Droid agents are agnostic to environment; they work with any LLM in any IDE in local or remote and in any interface. You can delegate tasks to Droids from your Terminal your IDE Slack Linear or on the web. Excited to see the"  
[X Link](https://x.com/gokulr/status/1971359719177765160)  2025-09-25T23:42Z 96.5K followers, 12.6K engagements


"Waymo for Delivery Turns out the Waymo of delivery is --- @DoorDash DoorDash's Dot delivery bots are a BIG deal. They have an autonomy stack with sensors hardware and software similar to that of robotaxis no extra fees to merchants or consumers (vertical integration is key for this IMO standalone robot companies without demand cannot survive) are capable of going down busy streets. get better every single day with reinforcement learning from millions of deliveries and have a much better form factor (not to mention much lower cost) than Waymo for delivery. Transporting humans is an expensive"  
[X Link](https://x.com/gokulr/status/1973078374215196740)  2025-09-30T17:31Z 96.6K followers, [----] engagements


"Congrats @stanleytang and the @DoorDash Labs team on the launch of the Dot delivery bot Dots position DoorDash to become the Waymo of delivery. Their autonomy stack is built from ground up for delivery with a much better form factor (not to mention much lower cost) for delivery than Waymo/Tesla. Super compelling. Can't wait to try it out soon Over the past few years DoorDash Labs has been building one of the most sophisticated autonomy stacks designed for the real-world challenges of local delivery. Today we're introducing Dot the first commercial autonomous delivery robot to travel on bike"  
[X Link](https://x.com/gokulr/status/1973128549193359787)  2025-09-30T20:51Z 96.6K followers, [----] engagements


"@sriramk @Ravi @kevinweil @nealmohan @adambain @dickc @gins Don't know about fantastic but it was definitely controversial :)"  
[X Link](https://x.com/gokulr/status/729091160283578368)  2016-05-07T23:30Z 95.4K followers, [--] engagements

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