The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Arora: Compute costs have increased 2x to 4x over two years
“If I abstract, if I step back today there's not enough compute for what the world is demanding. Unequivocally not enough compute, right? You can't buy compute. Compute is costing two to three X or four X more than it used to cost two years ago. There's not eno…”
Arora: Vulnerability-finding AI will be public within three months
“I think we're three months away, if not already there, from this being available in the wild.”
Arora: Every major AI model outside China is in the Bay Area
“Every AI model that is being built with a reason, except perhaps in China, is headquartered here.”
Arora: AI Models Can Daisy-Chain Vulnerabilities to Attack Infrastructure
“You've seen that it can find cyber vulnerabilities. It can daisy chain vulnerabilities, attack infrastructure. So it's clear these models are going to be extremely powerful. They already are.”
Nikesh Arora: Palo Alto Networks market share grew from <2% to 8-9%
“When I started at Palo Alto, we were less than two percent market share in the entire revenue of cybersecurity. We're closing in on eight or nine percent right now, right?”
Arora: 89% of cyber attacks occur because credentials get stolen
“89% of the attacks happen because credentials get stolen.”
Arora: Fastest cyberattack and data exfiltration time has dropped to 23 minutes
“Now, you know, when I started seven years ago, the average time to identify a target, get through it and exfiltrate data was in the three to four day timeframe.
The fastest we see right now is 23 minutes.”
Arora: Palo Alto Networks acquired 27 companies, preparing largest buy
“That'd be about 27 companies so far. We're about to buy our largest one if we get approval to get it done.”
Arora: Cyberattack took down Ukraine's logistics systems at war's onset
“And the first thing that happened in the Russia-Ukraine conflict was the entire logistics systems of Ukraine was taken down by hackers because that was the way they could sort of destabilize and immobilize the army of Ukraine. It wasn't a bomb that landed. It …”
Arora: Quantum computing will break every modern encryption key
“When quantum comes about, it'll break every key, which is true. It will break every key that is there today.”
Palo Alto Networks Acquired Over 40 Companies in Eight Years
“We bought four D-plus companies in the last eight years”
Arora Had No Cybersecurity or Public CEO Experience Before Palo Alto
“I'd never done cybersecurity in my life. This is a cybersecurity company. I've never been a public company CEO. This is a public company CEO job. And I'd never sold enterprise. I was a consumer guy.”
Masayoshi Son Was the World's Richest Man for 80 Days
“He's been the richest man in the world, and he's become poor. He's the richest man for eighty-some days. Then he went back being worth nothing.”
Arora: The average time to patch a zero-day vulnerability is 55 days
“The average time to patch a vulnerability, a zero-day vulnerability found in the wild is 55 days.”
Arora: Snowflake, Glean, and Databricks are reshaping analytics with LLM data lakes
“I think the analytic world is getting reshaped already where you can see people like Snowflake or Glean or Databricks. All these people boast enterprise data lakes where you can bring the data and run LLMs against it and get you much more synthesized analytics…”
Arora: Only two or three companies worldwide have billion-user distribution
“There are two or three companies in the world which have distribution of the billions, and whether it's Facebook with all their properties, whether it's Apple with their properties, Google with their properties, so they have the distribution.”
Arora: 89% of cyberattacks happen because of credential theft
“89% of the attacks happen because of credential theft.”
Nikesh Arora: Sub-$1B Enterprise Companies Spend 50-65% on Sales and Marketing
“If you look at a enterprise company less than a billion dollars in revenue, 50 to 65% of cost is cost of sales, marketing, and customer support, which leaves no room for margin. If you look at the largest enterprise companies, that number goes to 30%.”
Arora: Larry Page structured Google with 7 product heads, 1 business lead
“When he became CEO of Google, he said, I'm going to have 10 direct reports. There's going to be one CFO. One lawyer, and one business person, and seven product people.”
Arora: Tech makes up 35% of the S&P, up from zero historically
“If you look historically 35% of the S&P is made of technology companies. 30 years ago, it was none, right?”
Arora: $2B paid in ransomware payments over past 12 months
“There's about two billion dollars that's been paid in the last 12 months on ransomware.”
Arora: Masayoshi Son turned a $1 billion Vodafone deal into $40 billion
“He levered everything and bought You know, soft bank, mobile business from Vodafone, and turn that billion dollar investment into forty billion dollars.”
Arora: Largest cybersecurity player holds only 1% market share
“Why is it that the largest player has one percent market share? That is not the industry structure of any other industry.”
Arora: Top cybersecurity market leaders change completely every ten years
“The stars of 10 years ago are no longer the stars of today. So that's kind of very unique in cybersecurity.”
Industry Average Time to Fix a Zero-Day Vulnerability Is 55 Days
“If you found a vulnerability, a zero-day vulnerability, the average time to fix those 55 days in the industry.”
Arora: Average enterprise breach detection and response time is four days
“The average time to detect and respond is four days.”
Palo Alto Networks operates 150 million sensors globally to protect network perimeters
“Now we have a hundred and fifty million sensors in the world where we stand at the gate protecting our customers.”
Nikesh Arora arrived in the US with $200 and worked odd jobs
“When I came to the United States, I was a security guard. I took notes to the disabled. I flipped burgers at Burger King. I had 200 dollars. I had to find a way of paying my tuition.”
Arora: Cyber extortion and digital theft exceed $10 billion annually
“If you think about it, there is something to the tune of north of ten billion dollars that is either extorted or ransomware or taken from individuals in some sort of Ponzi schemes, which is based on digital sort of hacking.”
Arora: Most modern hacks stem from basic human error
“Now, the sad truth is, most hacks today are way less sophisticated than that, right? Typically, there are human beings who make errors in configuration, human beings who click on the wrong email, That comes to you, human beings who leave their password in a ye…”
Arora: Masayoshi Son was briefly the world's richest man before near-bankruptcy
“He was the richest man in the world for a few days, and then he was almost bankrupt at one point in time.”
Arora: Google European revenue briefly exceeded its US revenue
“And that's one of the few tech companies in the world whose European revenue was higher than the US revenue for a brief period of time.”
Arora: Yahoo Japan and Google run separate ad systems on Google search
“In Japan today, Yahoo Japan is powered by Google, and Google's powered by Google, but the advertising systems are different, hence it's non-competitive.”