The Impact of AI, from Business Models to Cybersecurity, with Palo Alto Networks CEO Nikesh Arora

Between the future of search, the biggest threats in cybersecurity, and the jobs and platforms of tomorrow, Nikesh Arora sees one common thread connecting and transforming them all—AI. Sarah Guo and Elad Gil sit down with Nikesh Arora, CEO of cybersecurity giant Palo Alto Networks, to talk about a wide array of topics from agentic AI to leadership. Nikesh dives into the future of search, the disruptive potential of AI agents for existing business models, and how AI has both compressed the timeline for cyberattacks as well as fundamentally shifted defense strategies in cybersecurity. Plus, Nikesh shares his leadership philosophy, and why he’s so optimistic about AI. 

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Chapters:

00:00 – Nikesh Arora Introduction

00:39 – Nikesh on the Future of Search

04:46 – Shifting to an Agentic Model of Search

08:12 – AI-as-a-Service

16:55 – State of Enterprise Adoption

20:15 – Gen AI and Cybersecurity

27:35 – New Problems in Cybersecurity in the AI Age

29:53 – Deepfakes, Spearfishing, and Other Attacks

32:56 – Expanding Products at Palo Alto

35:49 – AI Agents and Human Replaceability 

44:28 – Nikesh’s Thoughts on Growth at Scale

46:52 – Nikesh’s Leadership Tips

51:14 – Nikesh on Ambition

54:18 – Nikesh’s Thoughts on AI

58:21 – Conclusion