Video taking off 8.1x its usual first day

Arvind Krishna puts a quantum deadline on today's encryption

On All-In, IBM's chief predicts a threat around 2030, while Nikesh Arora argues companies should already be preparing.

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All-In Podcast Story of October 23, 2026Trari Newsroom

Why this story? The video opened at a pace of 109,273 views a day, 8.1 times a normal first day on this channel (13,413).

Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

Things we can learn from the video

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0:37Krishna predicts scalable quantum computing will compromise today's cryptography around 2030.
5:23Arora urges companies to begin moving to quantum-resistant infrastructure rather than wait for that deadline.
9:36Arora recommends smaller AI models for routine tasks, keeping frontier models for demanding security situations.
16:16Both guests identify hallucinations and vulnerabilities as continuing problems in AI-generated code.
27:36Arora predicts limited computing resources will constrain global AI access more than cost.
35:18The title's software-collapse discussion forecasts consolidation into integrated platforms, replacing fragmented collections of vendors.

Waiting for quantum computers to become powerful enough to break encryption is already waiting too long, Nikesh Arora tells All-In. The Palo Alto Networks CEO wants companies replacing vulnerable infrastructure before the threat arrives, not scrambling afterward.

Alongside IBM CEO Arvind Krishna, Arora joins David Friedberg and Chamath Palihapitiya for a live-event discussion that moves from digital security to a practical question: how much AI does a business actually need?

The panel drew roughly 110,000 views in its first day, about eight times the channel's usual opening for regular videos. That fast start comes as All-In's overall daily viewing is below its usual pace.

Krishna predicts that scalable quantum computing will threaten today's cryptography around 2030. He points to error mitigation and the ability to perform far more quantum operations as development milestones. Arora's emphasis is less on picking the date than on getting the replacement work underway.

Their advice becomes more economical when the conversation turns to AI models. "You don't need a Ferrari for every task," Arora says. He recommends smaller, task-specific models for routine work, reserving powerful frontier models for situations such as emergency security events. Krishna makes the case for open-weight models through lower costs and greater control over company data.

The title's "SaaS Collapse" arrives later as a forecast of consolidation, rather than a declaration that business software disappears. Both guests expect companies to replace fragmented collections of software vendors with more integrated platforms. That extends a question raised in All-In's preceding Dylan Field interview: what happens to software businesses when AI changes what customers can build and buy?

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What viewers say

Claude, please lift the SHA-256 function into a higher dimension where it is more linear, and invert it with maximum likelihood.
@O.M.G.PuppiesSee it on YouTube
Thank you All In for bringing experts to the discussion for all of us
@lynnetx5521See it on YouTube
This was so good. I wish you guys would do more podcasts like this one
@scarletsletter4466See it on YouTube

1 more comment

Chamath and David, kudos on a *great* episode. You guys asked really smart questions and you brought two of the titans together for this event. I was just smiling from start to finish. Thank you!.
@ThomasBeekSee it on YouTube

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