Palo Alto Networks

“If Wiz continues to grow at this rate, it's conceivable they could be in the range of a Palo Alto Network's hundred billion dollar market cap in a couple of years.”

“In eight years, he's created eighty billion dollars of value.”

“If you come to Palo Alto, we'll take your equity away first. We'll say, I'm going to give you back one and a half times your equity if you stay with me for three years.”

“We don't want to buy customer bases. We want to buy products which we can integrate and sell them to our customer base.”

“Market cap is up by five X. You took a twenty billion dollar company.”

“Palo Alto Networks was incubated inside our office with one founder and my partner, Jim Gates.”

“And by the way, even in more recent memory, if you look at the last ten-ish years, Palo Alto, ServiceNow, HubSpot, MongoDB, these companies have all been 10 Xers as public companies.”

“I met with hundreds of companies in the first three years that I was at Founders Fund. We may ended up making one investment in KDM, which was renamed Expanse and acquired by Palo Alto Networks.”

“The false positive rate on Mythos was 30%.”

“There's this notion, which we talked about briefly last time, that AI is really democratizing intelligence. What that means is I have 250 people in marketing that produce varied forms of output. Now I can get 90% of the output to be consistent across those 250…”

“So you're on your way to a trillion dollars.”

“I think we're three months away, if not already there, from this being available in the wild.”

“In six weeks we found vulnerabilities which would have normally taken us five to seven years to find.”

“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.”