Nikesh Arora

It usually takes 30, 35 years to build that platform capability in industries and make them become ubiquitous.

I think we're at the right place, right time.

We are seeing that move towards platformization.

If you look at what happened most recently, a few weeks ago, there was an attack using an AI LLM.

That means AI was used by bad actors to go and attack customers, and they were able to do it in real time.

You have to have real-time capability on your side to defend yourself.

The only way to deliver real-time capability on your side is to not have a mess of 40 or 50 products.

The idea is to have them all be consolidated, running on a singular data layer, and building agents that go and defend you just the way bad actors are using agents to come attack you.

Look, we are in an exuberant phase of AI.

I think it is the fastest technology evolution we've seen in our lifetimes, and I don't think it's about to stop.

You can see huge bets being made by almost everybody.

I think there is a lot of promise.

You are seeing the consumer case.

I think we underestimate how much the entire consumer landscape is changing and is going to change in the next 24 months.

The idea of having applications where we have to go do all the work ourselves is gonna become arcane.

You'll have agents that'll go book your Uber, will go get you your food from DoorDash,

We'll book your airline ticket.

We can all imagine a future like that.

We all want a future like that.

That's going to require significant amounts of compute at the end.