Platform Approach

topic on 2 shows · 2 statements across 2 episodes

No Priors Capital Allocators

2 statements about Platform Approach, every show

NO PRIORS Prediction Not checkable as stated
Arora: Cybersecurity platforms will over time absorb point-solution features
“So I think over time, what you'll see is the platform approach is going to sort of Eat into these feature approach that's happening.”
Nikesh Arora Oct 2, 2025 ▶ 27:16 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Braga: Multi-manager platforms enforce siloed teams that hoard intellectual property
“The platform approach is naturally, from what I gather in the industry, is naturally a more siloed approach, right? Is the small team that wants to do their own thing and keep their own intellectual property and not share with anybody else.”
Leda Braga Sep 9, 2021 ▶ 50:28 Leda Braga – Systematica Investments (Manager Meetings, EP.10)

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