Nikesh Arora
speaker
2,918 appearances
12 recordings
8 series
first heard Nov 2025
last heard 6 Aug
Nikesh Arora’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
Sure, we'd fix that one.
You got to go find a new way to attack people.
Exactly, right.
It's highly innovative.
There are new attack vectors.
People are going out there trying to chase them.
I'm not going to build everything myself.
People will build great stuff.
And sometimes people will build great stuff and build a platform around it.
And that's fine.
Remember, we come from a different vantage point.
When I started at Palo Alto, we were less than 2% market share in the entire revenue of cybersecurity.
We're closing in on 8% or 9% right now.
There's still a lot of room between 8% or 9% or 20% or 30% or 40%.
That means there's still 60% of market cap out there to go enjoy in different companies.
And that's not all going to be existing players, including us.
There is room to build companies which have tens of billions of dollars of market cap in the next 10 to 25 years.
Beautiful.
Well, think about it.
The S&P, what percent of the S&P is tech now?
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