All-In with Chamath, Jason, Sacks & Friedberg — Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

SCOUT· 28%31m·2026-06-08·Technology

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will…

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Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

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