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.

newest first · ▶ plays the moment

I'm 21,000 people.

Well, it's not going to be 600.

No.

What is it going to be?

I don't know.

My rule of thumb is that in the next three years, we'll probably have half the people in G&A type activities in companies.

Things like marketing, things like finance, things like HR, because there's a lot of process management there.

And a lot of that process management can be made more intelligent using some version of an adapted future AI application, for lack of a better word.

So SaaS applications will give way to AI applications.

The difference being SaaS applications have no opinion.

AI applications will have opinions.

And that's a fundamental rethink we need from a workflow perspective.

Everything, right?

You're a scholar, but you want to call an AI assistant, AI marketing assistant, AI HR assistant is going to say, I looked at your copy.

It sucks.

It does not good enough.

It's not consistent with the tone of voice.

Here's what I would recommend.

This has an opinion.

That will make my average employee much smarter than they were today.

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