Nikesh Arora
👤 SpeakerAppearances Over Time
Podcast Appearances
From an AI perspective, enterprises are slightly lagging that consumer adoption, but I think they're actually working hard to get there.
Every time we do some AI experimentation internally, we come back and say, wow,
That is cool.
I wish we could deploy that faster across the entire enterprise.
So I think the demand is going to come.
Timing is up to you guys.
You guys follow that on a daily basis.
We don't.
We put our heads down and see where am I going to be three to five years from now?
How do I position Palo Alto Network in that context?
And are we going to plod our way there?
And we think that AI opportunity is going to create explosive opportunity for almost every technology subsector and even cybersecurity.
You're a discerning sort of person.
You're a Bloomberg listener after all.
So why not give us a try?
Well, Caroline, nice to see you.
This is our 28th acquisition in about seven and a half years.
And we've demonstrated to the market that we have been able to establish our business in adjacent markets over the last seven years by paying attention to the market, looking at where the puck is going, understanding what is important for our customers.
And I think Chronosphere, which is our latest acquisition,