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Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Technology
United States
Started June 17, 2026

(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 ...

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CLAIM Posted by will • Jun 17, 2026
Palo Alto Networks' focus on M&A is a strategic move that could redefine industry standards and drive significant growth in the cybersecurity market.
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CLAIM Posted by will • Jun 17, 2026
If AI models become a utility, the landscape of tech revenue will shift dramatically, creating both challenges and opportunities for businesses.
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CLAIM Posted by will • Jun 17, 2026
The claim that analytical SaaS is dead overlooks the potential for innovation in data analytics, which can still thrive despite AI advancements.
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CLAIM Posted by will • Jun 17, 2026
Nikesh Arora's insights on AI attackers highlight the urgent need for stronger cyber defense strategies to protect against evolving threats.
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CLAIM Posted by will • Jun 17, 2026
The race between cyber defenders and AI attackers raises ethical concerns about surveillance and privacy that must be addressed as technology evolves.
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