Both CEOs were on All-In together in the Oct 21, 2026 episode. Arvind Krishna's predictions were mostly about quantum timelines, open-weight AI and data-center politics. Nikesh Arora's were about AI-driven cyberattacks, the shake-up in software-as-a-service (SaaS) companies, and a fight to control consumer AI agents. Arora also had his own All-In interview in June and came back on Oct 23, so his predictions from those episodes are below too.

Arvind Krishna (IBM CEO)

All from Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse (Oct 21, 2026)

• Quantum will break today's encryption around 2030. He said estimates range from 2028 to 2033: "if you pick the middle point, let's call it 2030, well, it will break today's cryptography… That's not a supposition, that's just a reality." ▶ 0:58
• Quantum milestones:
  • Someone will claim working error correction "by next year," and "one or two will make progress by 2027."
  • If scale grows tenfold a year, "you could be at 10 million by 2029… That can do some things that'll surprise the hell out of everybody." ▶ 2:54
• Open-weight models will close the gap. He's "very doubtful that there will not be great models that come up in the West that are also open weight and… as capable as the Chinese" within a year or two. He said the gap is six to twelve months at most. He also expects concerns about brand and intellectual property to push companies to run models themselves. ▶ 14:06
• AI-written code will win. "Will agentic code be superior to human-written code? Absolutely." ▶ 19:55
• States and data centers: "There's no chance all 50 will ban. Is it possible 30 will ban? Yes. The remaining 20 will rub their hands in glee." ▶ 26:46
• Enterprise software will consolidate as the value of software falls: "whether it takes six months or six years." ▶ 38:30
• Workers will matter less than capital: "labor is going to be less important… That's the way it goes." ▶ 29:20

Nikesh Arora (Palo Alto Networks CEO)

From the joint episode (Oct 21):

• Anything not quantum-proof will be breakable. "You can't wait for 2029 or 2030," so companies should replace their IT systems with quantum-safe ones now. ▶ 5:36
• SaaS disruption: "there's going to be huge disruption in the SaaS space over the next few years." He added that it's unclear which software survives the next five to eight years. ▶ 37:30
• A fight over consumer agents: "In the next three months, every frontier lab is gonna have a full on, full court press on the Muse concept… There'll be the largest battle of consumer control." ▶ 34:23
• No AI haves and have-nots: "I don't think we're gonna end up in a have or have-not scenario." His bigger worry is compute concentrating in two countries. ▶ 27:36

From AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France? (Oct 23):

• AI-found vulnerabilities will keep escalating. "The next model is going to be more powerful. It's going to find more ways to get into your infrastructure… you're going to be playing this cat and mouse game of constantly patching." ▶ 26:15
• Liability for AI agents will be "the biggest problem we're going to have." ▶ 23:18
• Cloud providers will offer bare servers for open models: "I expect at some point in time we will start seeing hyperscalers giving bare metal and letting us run open source models." ▶ 12:52

From Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company (Jun 8):

• Agents replace user interfaces, and "the whole system of work, system of record, gets reinvented in the next five years." ▶ 11:24
• Data growth: "We are gonna need ten times the data stored in enterprise than we have today." ▶ 9:08
• More hiring, not less: "I think we're gonna have more people at Palo Alto on the technology side than we've ever had before." ▶ 30:33

Where they differ

Both see the quantum threat as real. Krishna gives specific milestone years but admits breaking encryption may take impractically long at first. Arora's point is that companies have to act now regardless. On jobs they disagree: Krishna expects labor to lose ground to capital, while Arora expects to need more technical staff.