Nikesh Arora, CEO Palo Alto Networks ($PANW)

About this episode

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the cybersecurity giant that has grown from roughly $18 billion in market cap when he joined to around $300 billion today. We sat down at Palo Alto Networks to discuss why Nikesh believes the AI cybersecurity boom is only beginning, how companies will defend themselves against increasingly powerful AI attacks and rogue agents, and why the time between discovering a vulnerability and exploiting it is collapsing. Nikesh also explains why he signed Jensen Huang’s recent open-source AI letter, what the rise of autonomous agents means for enterprise security, and why he believes the entire software industry will be rewritten over the…