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

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 days

about cryptography and some of the risks to cryptography. I think it it took root after the OpenAI 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 Arvin, 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 a couple of hundred companies joined it a couple of years ago. I think it's

down to maybe 13 are left, so that tells you kind of what's maybe real. I'm calling it maybe not quite real. Some of it is real. And so their goal is who can build a quantum computer that works? Let's sort of put the technology side out of it. And the debates are is it

2028, 2029, 2033? And sort of 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. And if that's going to happen, then what's the cryptography that you got to use to uh protect yourself against that? Unfortunately for some of you, what's

even worse, if you have an encrypted hard disk today that gets stolen, somebody could keep it for 5 years and break it at that point. The good news is post-quantum cryptography is understood, it's well-known, the code is written, but people have been too lazy to get to it. But I think the wake-up moment is