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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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

Every enterprise app in SaaS you just debated has to come back with, I have an opinion.

So the demand, the construction, the work that's needed is humongous.

Let's take that for granted that that's going to happen.

This market is proving that.

Until the market can keep funding it and the timing works, I think the biggest, only problem we have right now is the timing problem.

Would the revenue show up fast enough to keep funding the capex cycle, or is there going to be a dislocation in capex versus outcomes?

Now, the telecom industry is very used to this because they used to spend billions of dollars building 3G, 4G, 5G, and then they'd see the rewards would come later.

So they went through a capex cycle, and that's pretty established in the market.

It looks like we're going through this compressed version where capex and revenue have to show up pretty close to each other because the numbers are just way too big to be funded by speculators for long periods of time.

That's kind of what we're seeing.

And that's why I just bring back the whole open and topic debate.

It doesn't matter if they show up with the money or not.

Somebody will show up because there's enough demand.

I think the next dislocation could happen is in the supply of compute.

You can bring all the CapEx to bear.

And to your point, developers may not get their regulatory approvals.

Europe may not allow data centers.

You may find 30 states with picket fences would say,

no data centers in my state, so there's a supply problem that happens on the compute side, which could have a knock-on impact on all our infrastructure buddies in the semiconductor space saying, holy shit, doesn't look like all the stuff they're building is going to go out as fast as we thought it was going to go out.

I think that's kind of where we are at the market mechanics level.

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