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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
But I think the trend is bigger than the poster children.
I mean, I think- Now, Google was a $200 billion company at one point in time.
And two years later, I joined Google.
It was a $14 billion company.
Good call.
You're a good stock picker.
There is a trillion dollars of CapEx that has been committed for the next one year across all these people, broadly speaking.
And the market is saying, great, I see these large companies that have the ability to fund this trillion dollars of CapEx, and there are signs that they're getting compensated for some part of the CapEx that's out there.
Now, whether that's because of higher price being commanded, people demanding deployment of AI and deployment of cloud, this is good news.
that CapEx dislocation is not happening today.
It could happen tomorrow if some of these people who are committing to capital are not able to show up with the capital.
But for now, we have one more run at the roulette table.
So that's what's happening.
We're being told that this market is going to support CapEx until it can't.
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.
Why would I not have my agent talk to my DoorDash app or Uber app?
Why do I have to go to every one of them and click seven times and have it have no context or learning if you talk about constant learning and agents?
Everything is up for grabs.
Every consumer app that was ever put on the iPhone has to be redone.
Showing 361–380 of 2,918 · page 19 of 146
← Previous
Next →