Nikesh Arora, Palo Alto Networks

Palo Alto CEO on M&A: "It takes four to seven years to build a good technology product"

11 principles: why Nikesh buys only the number 1 or 2 in a category, the 30-day roadmap test no founder has failed, and why AI's token pricing protects…

Nov 9 • Scuttlebutt

There's not enough compute in the world to satisfy us, says Palo Alto Networks CEO

8 takeaways: why Chamath says 1% of companies drive 90% of AI spending, how Palo Alto patches a 9.2-severity flaw, and who's liable when an AI agent…

Oct 24 • Scuttlebutt

"We're already late": IBM and Palo Alto Networks CEOs on quantum-proof encryption

10 takeaways: why most enterprise AI tokens may move to open-weight models, how many AI-found bugs are real, and a shakeout among 500 to 5,000 software…

Oct 22 • Scuttlebutt

Palo Alto Networks CEO: AI is the first technology whose output keeps changing

10 insights: Why he says no company will turn agents loose without guardrails, what a rate-hiking Fed does to high-multiple stocks, and the 1,200-agent…

Sep 17 • Scuttlebutt

Nikesh Arora: $1T of installed security gear is too old to stop AI at machine speed

7 takeaways: Why AI stopped being an extinction threat to cybersecurity, the 2,000 companies that called after the Mythos launch, and why no customer is…

Sep 2 • Scuttlebutt

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