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.

Trend

recordings per month · last 12 months
5 · Jun OctJan 26AprJulnow

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

Appearances

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He's like, dude, over time, what's going to happen is the models are going to get smarter and smarter, and small models will not be as smart as the big models.
And he was right.
The small models are more intelligent than the big models.
Now, at some point in time, if your average intelligence becomes smart, which is what I said,
then the distinction between little more intelligent, less intelligent is less important than knowing the domain and the context.
Got it.
So I think we're coming to a world where in the next five years, domain becomes equally important with the model intelligence.
And I think Satya is saying something different.
Satya is saying you can't parse every problem into multiple models without carrying the context to the model to give it enough context to get the answer.
So he's giving an argument.
contextual point, because he's saying, put all the context in a harness, which is sitting beside the model, which I provide, and then use whichever model you want and commoditize it.
Every model company is saying, no, I'm going to only make my model smart as a context, because otherwise it gets commoditized.
So I think that's a bit of a commoditization battle that's going to happen between model and models plus context.
Those changes.
No, we're learning as we go.
So you're learning.
Bending spoons.
It's a Darwinian moment.
The Iranian movement do not suggest that everybody survives.
And that's why we're all focused on the poster childs with the trend.
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