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Nikesh Arora

πŸ‘€ Speaker
522 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

You've been the CEO of Palo Alto Networks for eight years?

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Coming up in eight years this week.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Eight years.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

And I think when you started, it was $17 billion market cap, if I remember correctly.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

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.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

So the first 10x was actually much, much harder.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

So you're on your way to a trillion dollars.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

From your mouth to God's ears.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

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.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

You see the birth of AI.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Maybe you've seen the rise and fall of SaaS.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

All the models talked to you.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

The rise again.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

You were one of the first in the few that got access to Mythos.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

So let me just push the button.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Go, Nikesh, start.

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

So, these are vulnerabilities where?

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Sorry?

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

These are vulnerabilities in your own code base?

All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

In our own code base.

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