Arora: Tech makes up 35% of the S&P, up from zero historically
Nikesh Arora · From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath · Jun 28, 2025 · at 1:21:02
Palo Alto Networks CEO Nikesh Arora discusses sector evolution with Nikhil Kamath while explaining why he is permanently bullish on the technology industry.
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“If you look historically 35% of the S&P is made of technology companies. 30 years ago, it was none, right?”
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