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

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

I don't think there's a demand problem.

I don't think there's a jobs problem.

I don't think there's a appetite or intent problem in terms of all of us wanting to rewrite this stuff.

And I think to Jason's point, why not?

Palantir is at the party.

They also are saying, I can package intelligence, make sense of it for you.

You don't have the capability.

You don't have the resources.

Let me make sure you don't become extinct in this wave of technology.

I'm going to go back, you know, like in 1997, 98, 99, when we saw the last big pivotal technology called the internet, a lot of the characteristics were similar, except you just didn't need a trillion dollars a year to keep building the internet.

Or the better digesters will win and the poorer digesters will have heartburn.

Those may be leered.

I think the enterprise's ability to absorb this or digest this or perhaps leverage this to their advantage depends on their ability to create training data as fast as they can.

And I think not enough people are focused on training data.

This is not a problem Palantir can solve for me.

This is not a problem that Fireworks can solve for me.

This is a problem I have to solve.

I have to parse through free and I'm sorry to go back to the same thing.

I get 400,000 customer cases a year.

I know when they come in, I don't have enough context.

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