Palo Alto Networks’ Nikesh Arora with Sam Sabin

In this interview, Nikesh Arora, Chairman and CEO of Palo Alto Networks, discusses AI's impact on the cybersecurity landscape with Sam Sabin. Arora argues that AI is real and here to stay, driven by massive investments in compute and society's voracious appetite for technology. He addresses the physics limitations of scaling AI, such as electricity and resource constraints, while acknowledging valuation fluctuations and the evolving competitive landscape. Arora shares how Palo Alto Networks is consuming AI for summarization, pattern recognition, and automating repetitive tasks, and introduces the concept of "AI as a service" (AIS). The conversation shifts to Palo Alto Networks' M&A strategy, particularly the acquisition of CyberArk, to enhance detection and remediation capabilities in the face of AI-enabled threats. Arora emphasizes the importance of assuming a breach mentality and investing in detection and remediation rather than solely focusing on protection. He highlights the under discussed security risks in AI development, where security is often an afterthought, and stresses the need for AI companies to prioritize security from day one to build customer trust and enable faster deployment of AI products.