South Bay Renaissance: Inside Native AI Companies With Gokul Rajaram

​AI-native companies aren't simply traditional software companies with AI added to the product. They're beginning to operate differently from the inside out.

​What happens when agents can do work that previously required entire teams? How does that change who you hire, how teams are structured, what managers actually do, and where humans remain essential? Does the traditional SaaS playbook still hold when AI companies can increasingly own the work and the outcome, not just provide the software?

​Join Gokul Rajaram for a candid conversation about how AI-native companies are actually operating and what he's seeing across the companies he works with.

​We'll explore questions around team structure, talent, management, product and business models, agents, and what the next generation of companies may look like as AI becomes part of the operating system of the business itself.

​About Gokul

​Gokul Rajaram is an investor, product leader, operator, and board member who has helped build seven generational technology companies, including Alphabet, Block, Coinbase, DoorDash, Meta, Pinterest, and The Trade Desk. He has also been an early investor in companies including Figma, Airtable, Vercel, Supabase, Runway, Postman and Groq.

​The evening will include a fireside conversation, audience Q&A, and time to connect with others thinking about how AI is changing the way companies are built and run.