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Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

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Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global AI Arms Race (30:32) Vertical Integration and Software Consolidation Follow Nikesh: https://x.com/nikesharora Follow Arvind: https://x.com/ArvindKrishna Follow…

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Notes

  1. When Could a Quantum Computer Break Today's Encryption? at 0:35

    Arvind Krishna puts a working quantum computer that breaks today's cryptography at 2030. Full answer

  2. Should Teams Use the Best AI Model First? at 9:33

    Nikesh Arora says that in the experimentation phase a company should use the best model it can find, in the easiest way. Full answer

  3. How Often Are AI-found Code Flaws Real? at 16:41

    Nikesh Arora says a model that has learned what good code looks like can also point at bad code. Attackers only need one real vulnerability. Full answer

  4. Will Agent-written Code Beat Human-written Code? at 20:07

    Arvind Krishna says agent-written code will be superior to human-written code. Full answer

  5. Will Every State Ban Data Centers? at 26:05

    Arvind Krishna says there is no chance all 50 states will ban data centers. A ban in 30 states is possible, and the remaining 20 would rub their hands in glee. Full answer

  6. Why Will Enterprise Software Vendors Consolidate? at 37:20

    Nikesh Arora says there is going to be a huge disruption in the SaaS space over the next few years. Arvind Krishna builds on that point. Full answer

  7. Can AI Software Replace a Bank Lookup? at 39:00

    Arvind Krishna says replacing a database lookup for retail banking, or the work of closing the books, with AI-generated software is going to be hard. Full answer

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