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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
We have to use it judiciously, and we keep track of it to see what people are doing.
And if we find somebody who's using it well, we won't constrain them.
That's still a narrow lens for me.
If I abstract, if I step back today, there's not enough compute for what the world is demanding.
Unequivocally, not enough compute.
Can't buy compute.
Compute is costing two to three X or four X more than it used to cost two years ago.
There's not enough compute.
That scarcity of compute and that excess cost required to build and deliver compute, which allows us to go make AI useful, is causing the constraint and forcing pricing.
And interestingly, more than half of the compute is going to feed the consumer, which is a fundamentally loss-making entity right now.
I don't think any of the frontier models make any money in trying to get you and me to use ChatGPD or Cloud or Gemini every day.
It's free.
That's a lot of compute.
Imagine there's billions of people around the world using for all kinds of queries every day.
That's sucking away half the compute, which is making the return.
Guess where the pressure goes?
The pressure goes on the other half of compute, which is being used for coding in enterprise applications.
So now you're saying enterprise applications coding have to pay until we build transaction models or advertising models on the consumer side because they're not ready.
Now, you can say, well, that happened in search too, right?
Google search was around.
Showing 741–760 of 2,918 · page 38 of 146
← Previous
Next →