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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
That's the problem.
The problem is I don't know which 30% is inaccurate, so everything's useless.
That's what I underestimate what Palantir might be doing.
There is a capability that AI has already demonstrated where it can trawl large corpuses of data, summarize it, look for anomalous behavior, look for trends, capture them, reason around them, and reach conclusions.
Now, the good news is if you're doing any kind of offensive work, any kind of, it's kind of like if you're looking for amazing insights, it could trawl through petabytes of data and produce 20 amazing insights.
And you can go judge them and say, well, 15 of them are okay and five are amazing.
But the five that are amazing will change my ROI and give me 200 basis points on my top line and improve my margin by 100 basis points.
Hallelujah.
You know, you just paid for everything.
You don't have to put a learning system into place or nothing.
It's just taking enterprise data and doing a lot of that stuff.
And I think places like
oil discovery or nation state analysis or a whole bunch of stuff where lots of people are required to go to this and write code doesn't need to happen anymore.
Look, every deal needs to work.
We're not buying companies because of money to spare or my shareholders think we should rely on waste.
And I think the hit rate requirement in us is more than a VC.
I think in the last eight years, we've bought north of 40 companies.
And I want to say 75% have worked, 25% haven't.
Our largest deal was a $28 billion deal, which probably is currently valued at north of $50 billion.
That one's got to work.
Showing 441–460 of 2,918 · page 23 of 146
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