Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
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One of the biggest winners right now. The big daddy of the cybersecurity space. Palo Alto Networks is an outperformer in the space. CEO Nikesh Arora.
This might come as news to you, but humans have been writing bad code for a very long time. I spent ten years at Google, and, you know, Google search was democratizing information. If you take that analogy and think about what AI is doing, AI is democratizing intelligence. Money is a way to keep track. Yeah. It's not the goal.
You've been the CEO of Palo Alto Networks for eight years?
Coming up in eight years this week.
Eight years. And I think when you started, it was $17,000,000,000 market cap, if I remember correctly. And this morning, I checked, it's 238,000,000,000, which if you listen to what we said yesterday, now that you passed a 100, you're more likely to actually 10 x. So the first 10 x was actually much much harder. So, you're on your way to a trillion dollars.
From your mouth to God's ears.
Well, I think you are. 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. You see the birth of AI, maybe you've seen the rise and fall of SaaS, all the models talk to you. You were one of
The rise again. Right?
The rise again. You were one of the first and the few that got access to Mythos. So just let me just push the button. Go Nikesh, start.
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