Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Shownote
Shownote
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survi...
Highlights
Highlights
In this episode, Palo Alto Networks CEO Nikesh Arora joins the hosts to discuss the transformative impact of AI on cybersecurity and enterprise software. The conversation explores how AI is reshaping the competitive landscape, the future of SaaS, and where the real value in the AI ecosystem will be captured.
Chapters
Chapters
Palo Alto Networks CEO Nikesh Arora joins the Besties!
00:00Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
00:47Are cyber defenders losing the race against AI attackers?
05:15Analytical SaaS is dead, so what survives the AI wave?
06:50If models become a utility, where will the money be made?
14:06Armchair CEO: Nikesh rates Waymo, Google & OpenAI
20:35Palo Alto's M&A playbook and the path to $1 trillion
28:22Transcript
Transcript
Nikesh Arora: One of the biggest winners right now.
Jason Calacanis: The big daddy of the cybersecurity space.
Nikesh Arora: Palo Alto Networks is an outperformer in the space. CEO Nikesh Arora. This might come as news to you, but humans have been writin...
