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.

Appearances

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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

you know and that's i think where the market is grappling with this i think the people you mentioned uh jason the the pe guys they might have a full roster of stuff they'd like to sell to bending spoons as opposed to they'd like to buy against bending spoons so i think that you might be caught in the sort of demand and supply problem right now they you know they have a lot of inventory

It's just... So we stick to long-term unprofitable, currently unprofitable long-term growth businesses.

But yes, I see what you mean.

Well, look, blending spoons did buy them.

So clearly somebody saw value there.

Not everybody's seen it.

But Jason, I want to go back to something you said on AI infusion.

I'm a little wary about this AI infusion stuff.

And this is what I talk to my team every day from an operator perspective.

I say to them, you know, are we Mercedes?

We're trying to sprinkle a little bit of AI in our car and say, I have a little bit of AI.

Are we Tesla?

Are we making sure that our car will drive the next 10 exits by itself and might have to grab the steering wheel once in a while?

Are we building a Waymo?

And the question back to you is, did Airtable do a bit of a Mercedes action, a little Tesla action, or a little bit of a Waymo action?

Because my biggest fear is a bunch of people out there in the garages getting funded by Harry and Rory, and they're going to build Waymos in the future, and we'll be busy putting lipstick on the pig.

If you want to do that, I'd call you a person with no imagination.

There's so many other cool things to build.

Yeah, I totally agree.

Tesla.

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