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 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
You still walk out and say, I'm not quite sure that his agent or her agent is the same as what the last guy said.
So because AI is moving so fast, I don't think the products are fully there yet.
Like the enterprise products or the application layer don't exist in their entirety because we haven't been tested against the enterprise ask.
So FTE is a short form for saying, my product's not fully there because it's evolving as the technology evolves.
I'm going to send some people across who are going to sit in your office and build my product while I adapt it to your needs.
That's what it is, right?
That's what we saw from Palantir.
That's what we're seeing from all these companies.
So what you're seeing is, I'm going to send my product engineers or developers to your enterprise.
They're going to build my product, if you do it right.
Again, FTE is a different version.
Some people are just trying to get you to consume AI, which is actually not an FTE.
It's just a technical sales consultant who's trying to help adoption.
On the other hand, an FTE truly is somebody who actually brings the code back from a customer side and goes back to your product and say, listen, I built this at the customer side because they had this need.
We should incorporate this into our product because everybody's going to need it.
That's an FTE in my mind.
I think FDs are needed for the short term because, remember, all the enterprise AI startups are hungry for revenue.
For some reason, we've created this notion that, don't worry, just keep selling it.
There's a huge sort of pent-up demand around AI applications.
Sell it before the product's fully ready.
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