Nikesh Arora
speaker
2,918 appearances
12 recordings
8 series
first heard Nov 2025
last heard 6 Aug
Nikesh Arora’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
In the long term, average intelligence is going to be free and the average intelligence will get smarter.
Land, permits, energy, compute.
This is the thing that is going to get priced for the next three to five years.
Yes.
It's perfectly possible that there is a public market dislocation because the players at the tables might change.
Yeah.
I think it's a bit of a gold rush moment.
I think every consumer app will get rewritten in the next five to 10 years.
In the face of insatiable demand, all things are possible.
I am a little apprehensive watching Jason and Rory there in their full glory.
So let's see how this sort of plays out for...
And you're asking me that because I'm like... You're a dealmaker par excellence.
You know, I met Javi a few times.
He's a great guy.
He's built a great business.
I think there's a bit of founder fatigue here.
He's been through a lot of ups and downs in terms of sort of internally and in the market.
But I think the broader question, which Jason hits on right, is, you know, what is going on in the SaaS marketplace?
Is this a pricing dislocation or is it a fundamental change in the long-term growth rate that people expect out of SaaS?
If it's a fundamental change in the long-term growth rate people expect out of SaaS, then the multiples are right.
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