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

newest first · ▶ plays the moment

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

I'm so busy doing what I did yesterday, I have no time to think about tomorrow.

So meet my chief AI officer, who's probably a researcher at some amazing university before and has low execution skills.

So until I can get my leadership to understand and agree, the extent of the AI challenge and the AI opportunity, we're not going to make progress.

Like everything, when you go talk to a product manager in any large company, I'm pretty sure they have a product roadmap that exists in their heart, in their hands.

It's six months or 12 months long.

I got to go fix all these things.

I'm like, what's interesting is in the six to 12 month thing, there's nothing called agents in there.

How come like the world is talking about agentifying everything and your product roadmap doesn't have that?

I'll get to it once I get this done because it's what customers want right now.

I'm like, no, that doesn't work.

How do I get you to do more agentic work?

How many people are you going to free up doing development the way you're doing it today so I can use that excess resource to go make new things happen?

So those are all important conversations.

I can have them one at a time across 14 or 20 people, or I can have them twice a week with them and people demonstrate how they are.

And what's fascinating, remember, you have to make sure your leaders are ambitious.

You have to make sure they're competitive.

You have to make sure they want to win.

You have to make sure that they have a learning mindset.

When they watch their peers around them do cool shit, they want to show up with cool shit the next time.

So for me, it's getting 14 people together and saying, hey, Harry, tell me today, what have you done for AI in the last three days since I last talked to you in your organization?

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