IBM CEO Arvind Krishna and Palo Alto Networks CEO Nikesh Arora join All-In to cover the quantum threat, open-weight versus frontier AI, AI-driven cyber warfare, and the future of SaaS.
Krishna expects error-correction claims by next year and gate counts growing about 10x annually to roughly 10 million by 2029, putting the break of today's cryptography near 2030. Post-quantum crypto already exists, so firms should replace non-quantum-safe infrastructure now. Both expect 75-90% of enterprise tokens to shift to open-weight models, at about $1-2 versus $20-50 per million tokens, with frontier models reserved for cases like live breaches. AI-found bugs are 60-80% real, and attackers need one hole while defenders need all. They say nobody will slow AI. Krishna thinks enterprises could cut hundreds of SaaS vendors to 5-10 platforms, except for systems like banking ledgers.