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
That's what we're seeing.
Do you think that's right?
I think that's the case.
I think as we think things evolve the next 12 to 24 months, people will switch from one set of products to another because something will emerge as a better product.
Look at the coding conversations, right?
How many coding companies have you heard of the last 24 months?
I think we had Windsurf, we had Devon, which is now Cognition.
Windsor got sold.
Those are the early guys in coding.
They don't exist in their then form.
Now you've got Codex and Claude and anti-gravity factory doing SDLC.
You've got Cognition doing SDLC.
So you can see as the market evolves, people who have concentrated on different parts of the value chain around coding are getting formed.
The product's getting more and more formed over time.
Who knows in two, three years who's going to be the leader in that space because the product's not fully ready when you start.
No, you do that.
Well, my current paranoia, as I told you, is this market is moving so fast that based on what you read, that open clock comes out, suddenly there's this thing that people are going to have agents.
There was a moment, if you heard, if you saw, there was agentic browsers, remember?
You don't hear about them much, but there was a moment when everybody was going to have an agentic browser.
Your browser was going to be your computer, and that's going to sort of do all the agentic tasks.
Showing 1081–1100 of 2,918 · page 55 of 146
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