operating spend

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 17, 2026 by Nikesh Arora · across every show →

Everything said about operating spend, oldest first

Aug 17, 2026 bullish

Prediction Not checkable as stated

10% to 20% of Enterprise Operating Spend May Shift to Tech

“I think in the next 10 years it's highly possible that 10 to 20% of our operating spend moves more towards technology than it already has.”

Nikesh Arora Aug 17, 2026 ▶ 32:27 Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid

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operating spend

Everything said about operating spend, oldest first

Turn any episode into a week of clips.