Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse
How soon will quantum computing break today’s cryptography? Arvind Krishna and Nikesh Arora discuss the 2030 security deadline, post-quantum migration, frontier versus open-weight AI economics, cyber warfare and regulation. Plus, why vertical integration could consolidate software stacks while keeping companies accountable for what their systems produce.
Key Points
- Quantum computing is moving from theory to a practical security deadline, and organizations need to start migrating to post-quantum cryptography now rather than waiting for a breakthrough year.
- Enterprise AI will likely split between frontier models for high-stakes defense and specialized open-weight or smaller models for most day-to-day tasks because economics, control, and IP all favor that approach.
- The next wave of software will be shaped by vertical integration, consolidation, and accountability, with companies using AI to collapse sprawling vendor stacks while keeping responsibility for what their systems produce.
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Transcript
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