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 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

So you say, well, I'm going to build a sustainable business model and start showing some degree of gross margin profitability.

The only lever they have is to take the fastest growing thing that they have on their portfolio from an economic perspective and charge us more for it.

That's where you get the price of tokens from.

I think the price of tokens is high.

Now, you can imagine, if the price of tokens is high, every technologist is trying to figure out, how do I make my compute more efficient in the future?

So I'm sure we'll see a whole bunch of advances in the world where memory and computers are going to start getting used more efficiently from a modeling perspective.

I still believe I don't need Fable 5 or Mythos 5 to do 90% of what people do with AI today.

Why is the last model not good enough?

Certain tasks.

That's right.

The problem is they were inefficient from a compute perspective.

Totally.

So you're seeing the efficiency come in.

The problem is the cost of R&D is now being spent in terms of what the tokens have to pay for.

So I think token prices come down.

I think the amount of compute that we need is going to be huge the next 10 years.

I think the frontier AI models are in a position to capture a significant amount of the future economic value of the use of AI.

Infra's making money.

Infra's more expensive than it's ever been.

That's why you're seeing trillion-dollar market caps in the infraspace because of the scarcity of compute and this need for speed.

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