Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
All-In with Chamath, Jason, Sacks & Friedberg
Palo Alto Networks CEO Nikesh Arora joins the Besties!
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- (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
Thanks to our partners for making this possible!
EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
ey.com/en_us/services/ai/value-bluepr...
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Nikesh:
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Raw Description
<p>(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!</p> <p>(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks</p> <p>(5:15) Are cyber defenders losing the race against AI attackers?</p> <p>(6:50) Analytical SaaS is dead, so what survives the AI wave?</p> <p>(14:06) If models become a utility, where will the money be made?</p> <p>(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI</p> <p>(28:22) Palo Alto's M&A playbook and the path to $1 trillion</p> <p>Thanks to our partners for making this possible!</p> <p>EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.</p> <p><a href= "https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship"> https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship</a></p> <p>NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Nikesh:</p> <p><a href= "https://x.com/nikesharora">https://x.com/nikesharora</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p>
Chapters (1/7)
Show Notes
- (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
Thanks to our partners for making this possible!
EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
ey.com/en_us/services/ai/value-bluepr...
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Nikesh:
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Raw Description
<p>(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!</p> <p>(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks</p> <p>(5:15) Are cyber defenders losing the race against AI attackers?</p> <p>(6:50) Analytical SaaS is dead, so what survives the AI wave?</p> <p>(14:06) If models become a utility, where will the money be made?</p> <p>(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI</p> <p>(28:22) Palo Alto's M&A playbook and the path to $1 trillion</p> <p>Thanks to our partners for making this possible!</p> <p>EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.</p> <p><a href= "https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship"> https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship</a></p> <p>NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.</p> <p><a href="https://www.nyse.com">https://www.nyse.com</a></p> <p>Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.</p> <p><a href="https://www.plaud.ai">https://www.plaud.ai</a></p> <p>Follow Nikesh:</p> <p><a href= "https://x.com/nikesharora">https://x.com/nikesharora</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p>