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

newest first · ▶ plays the moment

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 think the biggest fear right now is something that was started 10 years ago.

Is it past the point of rebuilding?

And are you better off building from scratch than trying to tinker with something that was built 10 years ago?

And that's where the challenge is.

I think it's a moment in time.

I think one of the things which we all know, we don't talk about it too much, is AI still has a lot of false positives.

There are too many edge cases that it can't solve.

You still need grinders to solve the edge cases.

Waymo doesn't drive on the street without tons and tons of people being paid for labeling and tens of billions of dollars to find every tree and market.

So it's the equivalent of sort of the Waymo market.

Mark the tree.

That's a tree, idiot.

That stuff needs to happen for a lot of enterprise for AI to be effective.

So I think we go through that process.

We sort of leverage AI, put all the hoops around it.

From a machine learning perspective, there's life for infrastructure businesses.

The choice we have in the next five, six years is can we build all that plumbing, all that guardrailing with machine learning and chain the core engine to some version of AI at the right price?

We survive.

If you don't, then maybe bending spoons it is.

Bending spoons it is.

Showing 41–60 of 2,918 · page 3 of 146