Nikesh Arora, every mention
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every year anyone Chamath Palihapitiya 10Jason Calacanis 9Thomas Laffont 1David Sacks 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Nikesh Arora comes up
AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
- ▶ 1:20:05 Jason Calacanis They had been in the stock index, Saks, for 18 straight years, being replaced by, hey, shout out to our friend Nikesh, Palo Alto Network. 2 times in the scene
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
- ▶ 45:18 Jason Calacanis And in the last 30 or 60 days, Nikesh from Palo Alto Network's friend of the pod, he started tweeting and doing long form.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 28:46 Brad Gerstner And I had a little back and forth this week with Nikesh on this kind of trying to suss out.
- ▶ 44:34 David Sacks Then there's one other interesting post that I saw was by Nikesh Arora, who also said that what he's seeing is, yeah, enterprises would like to diversify.
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- ▶ 25:21 Jason Calacanis But in talking to Nikesh, 2 times in the scene
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
- ▶ 1:09 Jason Calacanis So they gave it to some folks and we had, um, the CEO of Nikesh of Palo Alto Networks who said, Hey, Mythos was the real deal and that they used it to seal up some vulnerabilities inside their shop.
- ▶ 2:27 Jason Calacanis Where do you stand on it, you know, after getting Nikesh's feedback and seeing the latest model come out?
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
- ▶ 16:44 Thomas Laffont So back to Nikesha's framework on profit pools, I think the Starlink profit pool is the telco global profit pool of broadband and wireless.
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- ▶ 27:36 Chamath Palihapitiya It was all the big Neolabs CEOs, and it was all the big hyperscaler CEOs, including a friend of the pod, Nikesh Arora. 2 times in the scene
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- ▶ 26:53 Jason Calacanis Yeah, I was sitting beside Nikesh. 2 times in the scene
Howard Lutnick | All-In DC
- ▶ 1:42:30 Chamath Palihapitiya We have dinner at, like, Nikasha's house, who's a good friend of ours, runs Palo Alto Networks, and Howard's like, you just push the button, and you can just sit and just listen.
JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- ▶ 1:36:54 Chamath Palihapitiya He walked through his whole protocol, but at the end of it, I think it was Nikesh, the CEO of Palo Alto Networks, he was just like, give me the top three things.
"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?
- ▶ 2:27 Chamath Palihapitiya Nick Asherora. 2 times in the scene
- ▶ 11:54 Chamath Palihapitiya If you look at what Nikesh Arora was able to do at Palo Alto Networks, it's incredible. 2 times in the scene
Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues
- ▶ 1:22:43 Chamath Palihapitiya Another guy, you know, Nikesh Arora at PanW, these last five years, people were very skeptical that he could actually roll up security because it was a super fragmented market,
E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
- ▶ 1:32:16 Chamath Palihapitiya This was a, an example given to me by Nikesh Arora.