Here’s one of my favourite conversations with Palo Alto Networks’ CEO, Nikesh Arora. This episode is a CxO’s playbook where we deep dived into the mindset, strategy, and decision-making frameworks that have shaped Nikesh’s journey across roles at Google, SoftBank and now leading one of the world’s top cybersecurity firms. This isn’t just business-talk. Learn how to think like a CxO when the rules of the game keep changing.
#NikhilKamath – Investor & Entrepreneur
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#NikeshArora – CEO, Palo Alto Networks
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Timestamps:
00:00 – Intro
Chapter 1: Action vs Inaction
01:51 – Nikesh’s Early Years
04:17 – The Real Threats in Cybersecurity
08:13 – What Will Outlast the Disruptions?
Chapter 2: Can We Ever Be Safe Again?
10:31 – Rethinking Safety in a Changing World
12:44 – How to Look at the Cybersecurity Landscape
14:55 – Where AI is Taking the Industry
23:42 – If Interfaces Don’t Matter, What Does?
25:44 – What Happens When AI is Everywhere?
Chapter 3: Money, Meaning, Maslow
32:15 – Why Language Models Are Just the Starting Point
35:57 – Build the Brain or Protect It?
38:33 – What Founders Should Pay Attention To
41:23 – Lessons from the Evolution of Silicon Valley
42:28 – Should India Build Its Own Model?
46:31 – Are AI Bets Overblown?
50:00 – What’s Holding Innovation Back in India?
54:15 – Education as a Social Experience
59:25 – Moving into Tech and Leadership
1:00:08 – Building vs Leading: What to Choose
1:06:38 – Stories from Google & SoftBank
1:16:11 – How Risk Appetite Evolves
1:20:18 – Closing Reflections
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