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Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the cybersecurity giant that has grown from roughly $18 billion in market cap when he joined to around $300 billion today.
We sat down at Palo Alto Networks to discuss why Nikesh believes the AI cybersecurity boom is only beginning, how companies will defend themselves against increasingly powerful AI attacks and rogue agents, and why the time between discovering a vulnerability and exploiting it is collapsing.
Nikesh also explains why he signed Jensen Huang’s recent open-source AI letter, what the rise of autonomous agents means for enterprise security, and why he believes the entire software industry will be rewritten over the next decade.
We also go inside the operating playbook behind Palo Alto Networks’ rise, including 40+ acquisitions in eight years, the $28 billion CyberArk deal, Nikesh’s “paranoia” about disruption, hiring AI-native talent through hackathons, and the lessons he took from Larry Page at Google and Masayoshi Son at SoftBank.
Nikesh Arora: https://x.com/nikesharora
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YouTube: https://youtu.be/_v_ryYwmfM0
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𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Nikesh Arora, Chairman & CEO at Palo Alto Networks
(00:51) The AI attack era has already started
(03:30) What happens when agents go rogue
(04:39) Why AI Labs are slowing down
(06:31) The Mythos Fallout
(17:25) Cybersecurity's secret weapon
(19:43) Buying a company is the easy part
(20:48) Where most acquisitions go wrong
(24:58) Predicting the SaaS Crash?
(28:03) The question nobody in Tech is asking
(30:54) There's never enough Compute
(33:12) Palo Alto's bar for AI fluency
(35:37) The controversial hire
(37:12) Using LinkedIn to spot opportunities
(39:19) What a CEO's day actually looks like
(43:47) The leadership traits that matter
(47:02) Google vs. SoftBank: What was different?
(51:02) Why planning horizons are shrinking
(52:55) Lessons From Elon & Masa
(56:44) What's next for Nikesh?