Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
June 8, 2026 · 31 min
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Show notes
() Palo Alto Networks CEO Nikesh Arora joins the Besties!
() Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
() Are cyber defenders losing the race against AI attackers?
() Analytical SaaS is dead, so what survives the AI wave?
() If models become a utility, where will the money be made?
() Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
() Palo Alto's M&A playbook and the path to $1 trillion
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