Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- Jun 8, 2026
- 31:21
- Full Episode
(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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Brief Summary
Nesh Aurora discusses AI's impact on cybersecurity and the future of SaaS in business operations.
Key points
- AI's Impact on Business. AI is changing how businesses operate, allowing for consistent interactions across large teams.
- Mythos and AI Vulnerabilities. Mythos can find vulnerabilities in code much faster than traditional methods.
- Cybersecurity Race. There's a race between cyber defenders and attackers to patch vulnerabilities.
- The Future of SAS Companies. Analytical SAS companies may become obsolete as AI takes over data analysis.
- Data Storage Needs. The demand for data storage in enterprises is expected to increase significantly.
- AI Model Weights. The entire model weights of the newest AI model can fit on a USB stick.
Episode highlights
- AI's Impact on BusinessAI is changing how businesses operate, allowing for consistent interactions across large teams.“It's going to change the entire landscape.”2:29Jun 8, 2026
- Mythos and AI VulnerabilitiesMythos can find vulnerabilities in code much faster than traditional methods.“In 6 weeks we found vulnerabilities which would have normally taken us 5 to 7 years.”2:57Jun 8, 2026
- Cybersecurity RaceThere's a race between cyber defenders and attackers to patch vulnerabilities.“We're in a race right now between the cyber defenders finding these vulnerabilities and patching them before the cyber attackers do the same”5:17Jun 8, 2026
- The Future of SAS CompaniesAnalytical SAS companies may become obsolete as AI takes over data analysis.“If you're an analytical SAS company, it's over.”7:11Jun 8, 2026
- Data Storage NeedsThe demand for data storage in enterprises is expected to increase significantly.“We are going to need 10 times the data stored in enterprise than we have today.”9:11Jun 8, 2026
- AI Model WeightsThe entire model weights of the newest AI model can fit on a USB stick.“The entire model weights of their newest model fits on a USB stick.”18:02Jun 8, 2026
- False Positive RatesDiscussion on the alarming false positive rates of AI models and their implications.“I want 0% false positive.”19:58Jun 8, 2026
- Google's FuturePredictions about Google's potential to become the first trillion-dollar company.“I think Google’s underrated. I think it’s going to be the first 10 trillion dollar company.”21:40Jun 8, 2026
