Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy. ----------------------------------------------- Timestamps: 00:00 Intro 00:52 Brand vs Product 05:09 The Breadth vs Depth Problem With Frontier AI Models 09:18 Enterprises Are Still Getting AI Wrong 14:53 AI Guardrails Aren't Robust Enough 29:46 Claude Mythos Changed Everything: Finding in 6 Weeks What Would Take 6 Years 33:46 Should Governments Intervene on AI? A Discovery Process 35:09 If Nikesh Started Palo Alto Today: The Waymo vs Tesla Approach 45:00 Agentic Security: Why You Need a Gateway for All Agent Traffic 52:48 Miss One Trick You Survive. Miss Three - You're O...