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LIQUIDITY: Palo Alto Networks CEO Nikesh Arora @nikesharora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 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 the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY (@EYnews) - AI ambition isn’t enough. https://t.co/kg7Zr2F27g Value Blueprints move organizations beyond pilots embedding measurable business value by design. https://t.co/Kzcl4tScdb NYSE (@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. https://t.co/cUEk8db7Sw Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://t.co/PWuXqT4wYa
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