Nikesh Arora on AI's impact on business

Possible. As I said, it's not an existential strategy for us. It's a way we can maximize the value for the business. It's a way we can maximize the outcome for our customers. At some point in time, we believe we've reached a point where the marginal value to accrete to the customer is through us making sure all of our stuff works at a customer. We may focus on that. There's no hard and fast rule that we have to keep acquiring. Is anything going on in AI changing how you think about acquisitions? Yeah. Can you say more about this? This is the most transformative technology we've ever seen in our lifetimes and possibly will be. So if you look at the impact it's already having, it's fundamentally changing how everybody works. I say this differently when I was at Google. Be democratized knowledge or information, this is democratizing intelligence. Right? We all have in our back pocket something that gets more and more intelligent over time. So we basically have access to intelligence we never had. I'm pretty sure two, three years from now AI will get to a point of reliability where we will trust it as much as a human being who's an expert in the topic. You talk to your nutritionist, you talk to AI and say, you know what? My nutritionist is not smarter than my phone giving me nutritional advice, or my physiotherapist was my physical or my trainer. So you suddenly find that AI is going to get to a point where it's going to have so much data, so much tribal knowledge that it's going to be able to decide, you'll be able to torque it, saying, listen, give me switches at the frontier, which has got a little bit of risk, or give me advice down the mainstream, you'll be able to talk, how much intelligence do you want? How much differentiation you want than the intelligence that you can get? So that's going to be true. It's going to fundamentally change the way we work. It has to. A lot of organizations are structured in work that has been broken down into silos. Right? Even the process of product development is split across eight different teams. You have documentation people, you have testing people, you have coding people, you have product people, you have UI people. So you've got eight different sets of people who combine together to build a product, which makes no sense. The only reason we did it because we sort of created specialization because nobody could be great, amazing at everything. But if you believe that you can harness all this intelligence in a way that one person could master all these eight crafts because they have very able assistants which will do 90% work for them. It fundamentally changed the way we get shit done, the way we build things, the way we do anything in our lives, the way companies are created. So that's going to be true. The shape of a company, the shape of the organization that we.