Palo Alto Networks, every mention

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every year anyone Nikesh Arora 5Gilly Raanan 3Molly O'Shea 2Arun Mathew 1

Verbatim, from the transcripts: the passages where Palo Alto Networks comes up

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Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid Aug 17, 2026 · 6 mentions

  • ▶ 0:56 Molly O'Shea Thank you for having us here at Palo Alto Networks.
  • ▶ 6:38 Nikesh Arora You know, for eight years, I spent my career at Palo Alto trying to convince CEOs they need to pay attention to cybersecurity.
  • ▶ 18:58 Nikesh Arora Charm them and be part of Palo Alto. 3 times in the scene
  • ▶ 40:29 Nikesh Arora You know, when I came to Palo Alto, for the first few months they all sat and looked at me, who is this guy?

The $2.5B Drone Company Trying to Become the Toyota of Defense Aug 11, 2026 · 1 mention

  • ▶ 26:49 Molly O'Shea We've been noticing a, a very strong trend in all of our interviews, whether it's AppLovin, this company called Fall, we were just at Palo Alto Networks, like all various, very different companies, and this expands pretty much every…

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel · Sourcery with Molly O'Shea Jul 6, 2026 · 1 mention

  • ▶ 41:42 Arun Mathew They're the ones that companies actually trust, and so I think Sire is one of those, CrowdStrike is one of those, Palo Alto is one of those, but the opportunity set has definitely gotten way bigger.

Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea Mar 11, 2026 · 3 mentions

  • ▶ 40:50 Gilly Raanan Uh, events, uh, like Checkpoint, or like Palo Alto Networks, and, and today I would say like Wheeze, where you have, suddenly you have, um, uh, an individual. 2 times in the scene
  • ▶ 1:20:52 Gilly Raanan You know, we saw the, we saw companies like Palo Alto Networks and ServiceNow, you know, those are all portfolio companies of Sequoia Capital, so I had, I knew what's, what's, what was their track record.
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