All-In with Chamath, Jason, Sacks & Friedberg · 2026-10-21 · 40 min · 7,537 words

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

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

I know that you guys have been using the T word a lot the last day or two in your conversations, the tokens. But maybe we could kind of pivot a little bit away from AI. I guess it's a little bit rooted in AI, but there's been this big conversation set in the last couple of days about cryptography. and uh some of the risks to cryptography. I think it it took root after the open AI math drop.

But there's more conversations now about this big quantum initiative and how that might kind of Take us into an era where we need to kind of start to think about adopting Quantum cryptography, but Armin, maybe we could start and talk a little bit about where things stand today from your view.

Sure. So Um A little bit of what David just touched on is Uh DARPA's been running a competition called QBI or Quantum Benchmarking Initiative. Um

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