Nikesh Arora, CEO Palo Alto Networks ($PANW)

<p>Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the cybersecurity giant that has grown from roughly $18 billion in market cap when he joined to around $300 billion today.</p><p>We sat down at Palo Alto Networks to discuss why Nikesh believes the AI cybersecurity boom is only beginning, how companies will defend themselves against increasingly powerful AI attacks and rogue agents, and why the time between discovering a vulnerability and exploiting it is collapsing.</p><p>Nikesh also explains why he signed Jensen Huang’s recent open-source AI letter, what the rise of autonomous agents means for enterprise security, and why he believes the entire software industry will be rewritten over the next decade.</p><p>We also go inside the operating playbook behind Palo Alto Networks’ rise, including 40+ acquisitions in eight years, the $28 billion CyberArk deal, Nikesh’s “paranoia” about disruption, hiring AI-native talent through hackathons, and the lessons he took from Larry Page at Google and Masayoshi Son at SoftBank.</p><p><br></p><p><strong>Nikesh Arora: </strong><a href="https://x.com/nikesharora" target="_blank" rel="ugc noopener noreferrer">https://x.com/nikesharora</a></p><p><strong>Molly O’Shea:</strong> <a href="https://x.com/MollySOShea" target="_blank" rel="ugc noopener noreferrer">https://x.com/MollySOShea</a> </p><p><strong>Sourcery:</strong> ⁠<a href="https://x.com/sourceryy" target="_blank" rel="ugc noopener noreferrer">https://x.com/sourceryy</a> <br></p><p><br></p><p>𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊</p><p>YouTube: <a href="https://youtu.be/_v_ryYwmfM0">⁠https://youtu.be/_v_ryYwmfM0⁠</a></p><p><br></p><p>𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒</p><p>• <a href="https://brex.com/sourcery" target="_blank" rel="ugc noopener noreferrer"><strong>Brex</strong></a>—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, &amp; travel. <a href="https://brex.com/sourcery" target="_blank" rel="ugc noopener noreferrer">https://brex.com/sourcery</a> </p><p>• <a href="https://turing.com/sourcery" target="_blank" rel="ugc noopener noreferrer"><strong>Turing</strong></a>—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. <a href="https://turing.com/sourcery" target="_blank" rel="ugc noopener noreferrer">https://turing.com/sourcery</a> </p><p>• <a href="https://fundrise.com/vcx" target="_blank" rel="ugc noopener noreferrer"><strong>VCX</strong></a>—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at <a href="http://getvcx.com" target="_blank" rel="ugc noopener noreferrer">http://GetVCX.com</a>  </p><p>• <a href="https://www.deel.com/sourcery" target="_blank" rel="ugc noopener noreferrer"><strong>Deel</strong></a>—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery</p><p>• <a href="http://public.com/sourcery" target="_blank" rel="ugc noopener noreferrer"><strong>Public</strong></a>–Investing platform Public just launched <a href="https://public.com/generated-asset" target="_blank" rel="ugc noopener noreferrer">Generated Assets</a>, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. <a href="https://public.com/sourcery" target="_blank" rel="ugc noopener noreferrer">https://public.com/sourcery</a>  </p><p>Follow Sourcery for the latest updates!</p><p><a href="https://www.sourcery.vc/" target="_blank" rel="ugc noopener noreferrer">https://www.sourcery.vc</a></p><p>Disclosure</p><p>Paid Endorsement. Brokerage services by Open