Nikesh Arora on All-In — AI Spending, Cyber Defense, Rogue Agents and Unresolved Liability

All-In Podcast: Nikesh Arora on All-In — AI Spending, Cyber Defense, Rogue Agents and Unresolved Liability, Friday, October 23, 2026, All-In podcast, available on podcast platforms and YouTube. Ended.

Arora joins Jason, Chamath and Friedberg to debate whether AI spending is creating durable productivity or circulating within a concentrated startup economy, enterprise adoption, open-source infrastructure, cyber defense, rogue agents and unresolved liability. Also covers France's unrest, weak growth, integration failures and fiscal reality, and Trump's second-half strategy.

Who’s involved

• All-In Podcast (host)
• David Friedberg (host)
• Jason Calacanis (host)
• Nikesh Arora (speaker)
• Chamath Palihapitiya (host)

Tickets and details: allin.com

Last updated 2026-10-24.