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 Accelerates
30:18 How Palo Alto Networks Defends Against Unknown Bad Actors at 19PB/Day
35:15 Energy Is the Real Bottleneck: Land, Permits & Compute Over the Next 5 Years
44:00 The $1 Trillion Token Question
01:09:07 Scale AI Hits $1.5B ARR
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Legal Disclaimer:
The content of this podcast is for informational and entertainment purposes only and does not constitute financial or investment advice. Any discussion of stocks, public markets, or investment strategies reflects the personal opinions of the speakers and should not be relied upon when making investment decisions. Figures, valuations, and financial data referenced may be estimates or subject to error. Always consult a qualified financial adviser before making any investment decision. The views expressed are those of the individual speakers and do not represent the views of 20VC or its affiliates.
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