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

Of the biggest winners right now. The big daddy of the cybersecurity space. Palo Alto Networks is an out performer in the space. CEO Nikesh Arora. This might come as news to you, but humans have been writing bad code for a very long time. I spent ten 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. Yeah. It's not the goal. You've been the CEO of Palo Alto Networks for eight years? Coming up in eight years this week. Eight years. And I think when you started, it was $17,000,000,000 market cap, if I remember correctly. There was And this morning, I checked, it's 238,000,000,000, which if you listen to what we said yesterday, now that you passed a 100, you're more likely to actually 10 x. So the first 10 x was actually much much harder. So you're on your way to a trillion dollars. From your mouth to God's ears. Well, I think you are. Okay. So let's just double click into what you see because you are sort of in a really interesting position to see all of it. You see the birth of AI, maybe you you've seen the rise and fall of SaaS, all the models talk to you. You were one of the The rise again. Right? The rise again. You were one of the first in the few that got access to Mythos. So just let me just push the button. Go, Nakesh. Start. Well, first of all, thank you for having me here. I think it's exciting. I think it's exciting to see all the stuff that's gone down the last, probably, twenty four months. I think Sarah just said it. They were right in anticipating the huge amount of compute that was gonna be needed. So all that stuff's going on. But you can see that, you know, there's this notion, which we talked about briefly last time, that AI is really democratizing intelligence. What that means is, I have 250 people in marketing. They produce varied forms of output. Now you can get 90% of the output to be consistent across those 250 people. I have 5,000 people who talk to customers. There's my my failure mode is when 5,000 people do different things where people say, I wanna talk to Joe because he knows how to solve the problem and Jim doesn't. So now he can get 5,000 people to act almost consistently in their interactions with people on the other side. So I think it's gonna have a phenomenal impact to how we run businesses, how we operate. It's gonna change the entire landscape. Now, in that context, you've touched upon Mithos, and I know David's been very involved with this. Mithos has shown us that all the bad code that humans have written over the last fifty years can be assessed …