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

That one's got a career-defining move.

If you take a company at $28 billion when your market cap is $200 billion and you spend 14% of your market cap or 16% of your market cap and buy something, it better work.

Now, when you make that work, then the market gives you credit for making deals work.

I said that in my earnings call and they got all freaked out.

And then I'm just saying, you have to make the big ones work.

If you don't make the big ones work, then you lose the license to run your business.

And that big one was CyberArk, right?

Yes.

Got it.

Rumor has it agents are going to be important.

If agents are important, they're going to need identities and they need to be treated like privileged identities.

So that's our thesis.

Sort of simple.

In your case, you're just going to restrict agent behavior, Jason.

The only danger is if you take it to the extreme, that's called automated workflows.

That's deterministic outcomes.

If it's deterministic outcomes, we already had that technology for the last 20 years.

So the question is, at what point in time do you let an agent think?

That's the big debate.

It just takes one destructive example to make it all unwind.

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