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AI Summary
- Gokul Rajaram leverages experience investing in 700+ companies and building core products at Google, Facebook, Square, and DoorDash to analyze AI's impact
- Identifies which companies face AI disruption (Zendesk, Slack more exposed than Salesforce, NetSuite) and only true sources of defensibility
- Explains three ways ad businesses monetize and how those constraints shape product decisions, with focus on sustainable competitive advantages