All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
Tap timecodes to jump
() Palo Alto Networks CEO Nikesh Arora joins the Besties!
() Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
() Are cyber defenders losing the race against AI attackers?
() Analytical SaaS is dead, so what survives the AI wave?
() If models become a utility, where will the money be made?
() Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
() Palo Alto's M&A playbook and the path to $1 trillion
Thanks to our partners for making this possible!
EY - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design.
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
Follow Nikesh:
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.
Sign in to queue transcript (1 credit)
Free to start
Skim the episode first,
Skim the episode first,
then decide if it is worth listening.
Sign up with Google in one click. 10 transcript credits included. No card needed.
Google sign-in · No credit card · 10 free transcript credits