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

0:00One of the biggest winners right now, the big daddy of the cybersecurity space.

0:03Palo Alto Network is an outperformer in this space.

0:07He wanted to catch a war rat.

0:09This might come as news to you, but humans have been writing bad code for a very long time.

0:14I spent 10 years at Google and Google's search was democratizing information.

0:19If you take that analogy and think about what AI is doing, AI is democratizing intelligence.

0:25Money is a way to keep track.

0:27It's not the goal.

0:29You've been the CEO of Palo Alto Networks for eight years?

0:33Coming up in eight years this week.

0:34Eight years.

0:34And I think when you started, it was $17 billion market cap, if I remember correctly.

0:39And this morning I checked, it's $238 billion.

0:42Which, if you listen to what we said yesterday, now that you passed 100, you're more likely to actually 10x.

0:47So the first 10x was actually much, much harder.

0:49So you're on your way to a trillion dollars.

0:51From your mouth to God's ears.

0:53Well, I think you are.

0:54Okay, 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.