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: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence · 22 Jun 2026 podcast

There are existing workflows which have been SaaSified, as in some software company decided, we all have common processes.

Let me build a container where these common processes can be marginally customized by enterprise.

They can code their workflow into my SaaS application, and we're off to the races.

Now, that workflow required a lot of human judgment and human interaction.

The software is not intelligent.

It's been coded, right?

You define input, you define output.

I do the input, I know what the output I'm going to get.

The idea is, imagine workflows where, in the hiring process, most of your workflows are containers.

Imagine where AI actually is helping you make judgments.

If I put every CV into AI and say, these are 20 people you should interview,

Look at the CV, you should ask this person these following questions.

Send a note to Harry saying, interviewing this person, ask the following 10 questions because your three other colleagues only asked the following five.

We needed no false positives to human beings.

So AI could be hugely helpful in informing and making the process more intelligent.

But that requires us to give up human control and let AI do 80% of the thinking for us.

That's not how we're doing it right now.

All we're doing is let's take this invoice, let's scan it, abstract the data, put it into AI and say, look at that, it's happening 20% faster.

I think two different points.

I think mass collection of data to inform AI is a little dangerous because people see the outcome of what's going to happen, right?

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