Nikesh Arora
All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
- Published
- June 8, 2026
- Duration
- 31:22
- Summary source
- description
- Last updated
- Jun 10, 2026
Discusses openai, anthropic.
Summary
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO:…
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Show notes
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this pos
Themes
- openai
- anthropic