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
Remember, there's a large deco.
which also had open source models for a while.
So it's interesting to watch open source models.
The question becomes in the future, do we end up with horses for courses?
Do we end up with models that are very task specific and very helpful in certain tasks?
And do we always need to use this mega frontier AI model for everything?
And you already see that with 11 labs and the voice models that are out there, which are specific to a task, and they probably do that task better than what the frontier AI model does.
Over time, if you believe, the world bifurcates into many task-specific models which are going to be useful for that task.
That task-specific model could be better training across a depth in a vertical space.
That's going to happen with physical AI, for example.
I don't think physical AI will be as easy as having a generic frontier model because there's no consumer use case for physical AI.
It's a depth use case only.
The question is,
Is your physical AI model that helps you fly planes going to be the same physical AI model that helps you drive cars?
Most likely not.
Will it be the same physical AI model that does robotic manufacturing?
Probably not.
So you're going to see depth in these models.
You're going to see a world of bifurcated models.
It's some sort of orchestration layer, as we've talked about, and you're busy finding orchestration layer companies.
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