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.

newest first · ▶ plays the moment

Compare that from 20 years ago.

What's the total S&P market cap?

What percent is tech?

And what was that 20 years ago?

What will that be 20 years from now?

If it was less, it'll be more.

So the entire tech space, like, you know, what do you call marketing tech in the future?

Or marketing spend or tech spend?

What do you call HR tech in the future?

HR spend or what do you call the spend on all the tokens which replace repetitive human tasks?

All becomes tech spend.

So for a second, let's play the thought experiment.

Take the word China out for a second.

Answer the question.

So does it matter where they come from?

Okay.

So you're not worried about open source models.

You're worried about Chinese open source models.

100%.

I'm not saying I am.

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