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
It becomes hugely multiplicative from a distribution perspective.
So our frontier model friends are chasing the consumer brand, and the false positive doesn't matter.
On the enterprise side, false positives matter a lot.
They matter because if you imagine a future where an agent's going to make independent decisions and act on it, you have zero tolerance for false positives.
Now, take Waymo.
In my view, Waymo is the biggest agentic product that is out there because guess what?
You've replaced a human being called a driver, right?
All decisions are made by AI machine learning.
It decides when to turn, when to stop, what to do.
But think about the amount of edge case training it took to replace that human agent with effectively an AI-driven agent.
I don't know, tens of billions of dollars.
So that's what it takes to take one use case and train the hell out of it.
And if you think about what happened there,
They could have used equivalent of an AI model, but then they built so much context and intelligence and edge case training and proprietary data to make that happen.
That data is not available on the internet.
You can't stick the next model of Anthropic into your Mercedes and say, okay, drive me home.
It's not going to be able to do it.
And that's the depth issue, right?
Because you need the depth of the context and understanding and the intelligence around the model to make it useful for the truly agentic use case.
So I just think there's this constant tension.
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