Palo Alto Networks
3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 20, 2026 by Jordi Hays · said 18 times in 12 episodes since 2025 · across every show →
Mentions by year
brought up most by John Coogan (6), Jordi Hays (4), Zachary Perret (1), Shaun Maguire (1)
tap a year for its mentions
2026 15 mentions in 9 episodes 2 per episode
- North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN
- Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
- AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
- Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
- Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
- Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- Andy Jassy’s Shareholder Letter, Meek Mill Joins the AI Race| Diet TBPN
- Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- 1 more episode that year, every mention in 2026 →
Everything said about Palo Alto Networks, oldest first
Feb 20, 2026 neutral
Aug 14, 2026 positive
Coogan: Palo Alto CEO Nikesh Arora made $16M buying his company's dip
“So, but he put ten million dollars of his own money into the company. It's now worth twenty six million dollars. Nikesh Arora invested as investors. Question whether AI could disrupt cyber security. Palo Alto has reached an all-time high.”
Aug 14, 2026 bullish