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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So eventually execution matters.

And that's going to decide the winners and losers in the market, not the shift of which intelligence is the best.

There was a point that Gemini was non-existent.

Google was written off.

Now suddenly Google has the compute, the cloud sales, and Gemini.

Your customer support agent is going to be extremely unhappy because he didn't get a chance to answer it using the best model.

Just kidding.

Jason, I think the models will get better and better.

And the distinction between models may not be enough for you to decide to rip one out.

Because I think the part which we will rebuild, we are starting to build and we will be building for the next three to five years is context.

So think about it for a second.

Like when I run a simple firewall company or a simple complicated firewall company,

You can stick any model you want.

The model doesn't know why my customer's infrastructure is down.

It does not know.

Because my model doesn't know what product my customer is using.

My model does not know what operating system it's using.

My model does not know what the configuration of the customer is.

My model does not know why this happened the last five times as a customer.

All that knowledge, all that learning is being captured by me in effectively vector DBs and in context learning systems.

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