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

All-In with Chamath, Jason, Sacks & Friedberg

(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

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