Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
6/8/202631 min
(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 survives the AI wave?
(14:06) If models become a utility, where will the money be made?
(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
(28:22) Palo Alto's M&A playbook and the path to $1 trillion
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Transcript preview
First 90 secondsJason Calacanis· Host0:00
One of the biggest winners right now The big daddy of the cybersecurity space Palo Alto Networks is an outperformer in the space.
Chamath Palihapitiya· Host0:05
[upbeat music] CEO Nikesh Arora.
Nikesh Arora· Guest0:09
This might come as news to you, but humans have been writing bad code for a very long time. I spent 10 years at Google, and, you know, Google Search was democratizing information. If you take that analogy and think about what AI is doing, AI is democratizing intelligence. Money is a way to keep track.
Chamath Palihapitiya· Host0:27
Yeah.
Nikesh Arora· Guest0:27
It's not the goal.
Chamath Palihapitiya· Host0:28
You've been the CEO of Palo Alto Networks for eight years?
Nikesh Arora· Guest0:32
Coming up on eight years this week.
Chamath Palihapitiya· Host0:34
Eight years. And I think when you started, it was $17 billion market cap, if I remember correctly.
Nikesh Arora· Guest0:39
Thereabouts.
Chamath Palihapitiya· Host0:39
And this morning I checked, it's 238 billion, which if you listen to what we said yesterday, now that you passed 100, you're more likely to actually 10X. So the first 10X was actually much, much harder. So you're on your way to a trillion dollars.
Nikesh Arora· Guest0:51
From your mouth to God's ears or whatever, right?
Chamath Palihapitiya· Host0:53
[laughs] Well, I think you are. Okay, so let's just double-click into what you see because you are sort of in a really interesting position to see all of it. You see the birth of AI. Maybe you s- you've seen the rise and fall of SaaS. All the models talk to you. You were one of the- The rise again, right? The rise again. Uh, you were one of the first and the few that got access to Mythos. So just, let me just push the button. Go, Nikesh, start.
Nikesh Arora· Guest1:19
[laughs] [laughs] Well, uh, first of all, thank you for having me here. I think AI's exciting. I think it's exciting to see all the stuff that's gone down in the last