The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Harry Stebbings

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

March 16, 2026·1 hr 18 min·5 clips

Gokul Rajaram unveils his eight-moat framework for enduring software companies, from data to scale modes.

Harry Stebbings interviews Gokul Rajaram, a seasoned operator and investor, who shares insights from his experiences at Google, Facebook, Square, and DoorDash. They discuss the eight moats of durable software companies, the impact of AI on business models, and practical advice for venture investing, including market sizing, founder selection, and exit strategies.

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