Episode
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
All-In with Chamath, Jason, Sacks & Friedberg · Jun 8, 2026 · 31 min
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI…