Palo Alto Networks
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 25, 2024 by Bill Gurley · said 5 times in 4 episodes since 2024 · across every show →
Mentions by year
brought up most by Bill Gurley (3), Brad Gerstner (2)
tap a year for its mentions
2025 2 mentions in 1 episode
2024 3 mentions in 3 episodes 1 per episode
- Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
- every mention in 2024, scene by scene →
Everything said about Palo Alto Networks, oldest first
Jul 25, 2024 neutral
Gurley: Antitrust concerns likely did not derail Google-Wiz deal
“I wouldn't, I have a hard time believing this one was a concern about The antitrust because Google doesn't have a huge security business and there, there's actually concern about consolidation around Palo Alto and Microsoft and Cisco in the industries, or in C…”