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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But for some reason, in the consumer space, we don't seem to care.

I was talking to my sister this morning.

I just went to chat GPT and asked all these questions.

It was very helpful.

So I guess what happens is the consumers are way more tolerant of false positives because it's always the person in the middle, right?

There's always somebody who's understanding what the model says and making their own judgment whether they believe the model or not.

And somehow people get rid of some false positives.

Somehow people don't care about the false positives.

Sometimes people believe the false positives.

So the consumer is highly tolerant

on this notion of false positives, and doesn't seem to distinguish, and it just seems to get better and better.

I literally had Gemini produce an investment memorandum for something I was looking at.

I looked at it, it looked pretty accurate, give or take, I'd tweak a few things, but it seems passable.

So on the consumer side, it's a breadth issue, right?

It wrote an investment memorandum for me.

which is cool.

I would have had to hire a banker and a bunch of investment analysts that have taken me days, and I did it in four minutes.

So the breadth is there, which means it's my go-to place.

And as you know, in consumer, if you become the go-to brand, talking about brands, it's hugely beneficial, right?

Whether it's YouTube, that's the only place to go look for streaming video, or Google, that's the only place to go do a search.

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