Podcasts · All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
· 31 min
Episode Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
(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 possible!
EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
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https://x.com/DavidSacks
https://x.com/friedberg
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Intro Music Credit:
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Links in the notes 14
- https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship
- https://www.nyse.com
- https://www.plaud.ai
- https://x.com/nikesharora
- https://x.com/chamath
- https://x.com/Jason
- https://x.com/DavidSacks
- https://x.com/friedberg
- https://x.com/theallinpod
- https://www.instagram.com/theallinpod
- https://www.tiktok.com/@theallinpod
- https://www.linkedin.com/company/allinpod
- https://rb.gy/tppkzl
- https://x.com/yung_spielburg
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