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
The frontier models want the consumer attention because that drives post-training for models.
It drives the consumer brand of the model.
On the other hand, the real enterprise revenue is going to come from use cases that require a lot more context.
The one sort of standard use case we all know is the coding.
Coding is a universal activity.
Everybody does it, so everybody's data is helpful in training the model, and that becomes sort of a large enterprise application.
Hopefully, there's a few more out there, but I think that's the tension that I wrote about.
I think more than half the enterprises are still not getting it right on the use of AI perspective.
I think we're still busy trying to incorporate AI into our current business practices.
So how do I take what I do today, use a little bit of AI, get marginally more efficient because I don't want to do this the old way.
I think the opportunity is to rethink your workflow fundamentally with AI.
That's where the true benefit is going to come.
I think the winners in the long term are people who actually rethink their companies with AI, not people who adapt their current workflows marginally with AI.
How can you do that if you're an enterprise?
No, I think there's going to be perhaps two or three different categories.
One category is, let's take the workflows of today.
We have workflows around ERP.
We have workflows around...
sales team management.
We have workflows around human resource management.
Showing 601–620 of 2,918 · page 31 of 146
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