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

Do we all need to stop and start thinking the Waymo way as enterprises, or is there room for the Tesla approach to self-driving in our businesses?

Because we have an existing set of customers to satisfy who are not going to take kindly from me saying, you know, guess what?

I changed my product.

It's right 80% of the time.

And I'm going to take another three years to train the product to be right 100% of the time.

So my fear is, am I pivoting fast enough in my product strategy that over time my products become more self-driving than they are today?

Or do I need to go faster?

And can I get there by automating or AI enabling certain parts of my product where I can apply the models that are capable to do certain aspects of cybersecurity today and keep doing the others through machine learning and managing edge cases through machine learning?

Or is it time for me to pivot?

My view right now is you have to have the Tesla approach if you're in an enterprise that is building AI-infused capability.

But you can't have the approach of traditional car manufacturers, which are trying to stick a little bit of AI and sort of AI washing their cars and saying, I'll get there eventually.

Different courses for different horses, right?

I don't think in our business we can go implode the organization because I don't think the underlying application software is there.

I don't think all the things that we've talked about that we need to get done are ready from an AI software perspective.

I don't want to build a lot of software that is proprietary to me for things that should be available for everyone.

I don't want to build an AI marketing stack.

I don't want to build an AI HR stack.

I don't want to build an AI ERP stack.

I'm hoping that somebody goes and does that much more effectively and efficiently for the world at large.

Perhaps it's the next iteration of Salesforce, the next iteration of SAP, or the next iteration of Workday that is going to help me do that because I do believe it needs to become more intelligent.

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