Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 8 June 2026
⏱️ 31 minutes
🧾️ Download transcript
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: 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.
https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Nikesh:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Transcript
Click on a timestamp to play from that location
| 0:00.0 | It's one of the biggest winners right now. |
| 0:01.5 | The big daddy of the cybersecurity space. |
| 0:03.5 | Palo Alto Networks is an outperformer in the space. |
| 0:05.7 | CEO Nikesh Aurora. |
| 0:09.2 | This might come as news to you, |
| 0:11.1 | but humans have been writing bad code for a very long time. |
| 0:14.3 | I spent 10 years at Google, |
| 0:15.7 | and Google search was democratizing information. |
| 0:19.4 | If you take that analogy and think about what AI is doing, |
| 0:22.5 | AI is democratizing intelligence. Money is a way to keep track. Yeah. It's not the goal. |
| 0:29.4 | You've been the CEO of Apollo Alder Networks for eight years. Coming up in eight years this week. |
| 0:34.2 | Eight years. And I think when you started, it was $17 billion market cap, if I remember correctly. And this morning, I checked, it's $238 billion, which if you listen to what we said yesterday, now that you passed 100, you're more likely than actually 10x. So the first 10x was actually much, much harder. So you're on your way to a trillion dollars. From your mouth to God's 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. |
| 1:02.0 | You see the birth of AI. Maybe you've seen the rise and fall of SAS. |
| 1:08.0 | All the models talk to you. |
| 1:10.0 | The rise again, right? The rise again. |
| 1:12.6 | You were one of the first and the few that got access to Mythos. |
| 1:16.6 | So just, let me just push the button. |
| 1:18.6 | Go in to Keshe. |
| 1:19.6 | Start. |
| 1:20.6 | Well, first of all, thank you for having me here. |
| 1:23.6 | I think AI is exciting. |
| 1:25.6 | I think it's exciting to see all the stuff that's gone down in the last possibly 24 months. |
... |
Transcript will be available on the free plan in 24 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

