Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
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It's one of the biggest winners right now. The big daddy of the cybersecurity space. Palo Alto Networks is an outperformer in the space. CEO Nikesh Aurora. This might come as news to you, but humans have been writing bad code for a very long time.
I spent 10 years at Google and, you know, Google search was democratizing information. If you take that analogy and think about what AI is doing, AI is democratizing intelligence. Money is a way to keep track. It's not the goal. You've been the CEO of Palo Aldo Networks for eight years.
Coming up in eight years this week. 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 to actually 10x. So the first 10x was actually much, much harder.
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