Nikesh Arora is the Chairman and CEO of Palo Alto Networks, where he has transformed the company into the global leader in cybersecurity with a market capitalization of over $100 billion. Before joining Palo Alto Networks, he held senior leadership roles as President and COO of SoftBank and Chief Business Officer at Google, helping build two of the world's most influential technology companies.
Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more.
Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as
Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others.
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Timestamps:
00:00 Intro
01:44 Airtable Sold to Bending Spoons for $1.285B
15:27 Leo Aschenbrenner's Situational Awareness Blows Up
21:10 Anthropic's AI Models Breach Three Companies as Cyber Threat Accel...