← Nikesh Arora
Episodes featuring Nikesh Arora
12 episodes, newest first.
- Oct 7, 2026
Rising yields test stocks, housing and high-leverage growthCNBC's "Fast Money"Oct 7, 2026 - Oct 1, 2026
AI forces healthcare investors to rethink discovery, care and valuationSourceryOct 1, 2026 - Sep 26, 2026
Open models pressure AI valuations and frontier economicsAll-In with Chamath, Jason, Sacks & FriedbergSep 26, 2026 - Sep 22, 2026
AI agents collide with margins, logistics and human judgmentTBPNSep 22, 2026 - Sep 22, 2026
AI agents still need humans to move commerceTBPNSep 22, 2026 - Sep 18, 2026
Beef shortages, diesel costs and weddings squeeze consumersMorning Brew DailySep 18, 2026 - Aug 14, 2026
AI tests software’s durable advantagesTBPNAug 14, 2026 - Aug 13, 2026AI tests software moats as surveillance and compute reshape businessTBPNAug 13, 2026
- Aug 6, 2026AI, factories and design collide in the next industrial raceTBPNAug 6, 2026