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 months

Recordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest · 6 Aug 2026 podcast

And I sort of was more relaxed about saying, oh, maybe it's just going to figure it out when I make a wrong turn because it's so smart drove me.

I was like, no, dude, this does not drive when it turns off.

So that was 2009.

It's taken 14 years after that to get one with all the edge cases trained from machine learning perspective for us to rely on that as being the, that we've given the agency to that replacement.

So I don't believe we're going to give 100% agency to use cases for some time.

And for us to be able to do that, the amount of data collection and context we're going to create is going to be humongous.

Basically, you have to literally take every edge case in customer support, get into your AI brain of your organization so that you can start relying on AI instead of the human.

So you're getting 80% right now.

You're getting 80% of customer support solved.

All the edge cases are waiting to be solved with AI.

Yeah.

I think in the next three, four years, we won't be paying for intelligence, we'll be paying for compute through our nose.

Harry, I met somebody who's got, you know, I was talking to them and he's in the business where they take chicken feces and turn that into methane and produce gas.

and i thought it's like oh it's a cute project he's got running somewhere in the middle of the country and then he told me that he raised money in billions of dollars and he's selling the energy to hyperscalers so anybody who can produce any energy source it doesn't matter where you are is right now trading in multiple because land permits energy compute this is the thing that is going to get priced for the next three to five years and i think it's almost like the question will become between on topic and open eye who

has more access to more compute in the next three to five years.

And that's what people are going to buy.

It's very hard to find compute right now.

And you can also take all the free Chinese models you want.

I never saw he was going to be talking about that on this show.

I think the question we're sort of debating is, where's the money going to go?

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