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

Quantum computing poses an existential threat to current cryptographic standards, with a projected timeline for breaking existing encryption by 2030. Organizations must prioritize transitioning to quantum-resistant infrastructure immediately rather than waiting for the technology to mature. While AI models show potential for identifying vulnerabilities, they remain secondary to the necessity of hardware-level quantum security. The industry is shifting toward vertical integration and model consolidation, as enterprises seek to reduce the complexity of managing thousands of disparate software vendors. Open-weight models are gaining traction due to cost-efficiency, auditability, and geopolitical considerations, challenging the dominance of closed-source frontier models. Ultimately, the future of enterprise technology lies in consolidating fragmented stacks into unified platforms, driven by the need for security, efficiency, and technological superiority in an increasingly competitive global landscape.