Palo Alto CEO Nikesh Arora: AI is new, security products for it don't exist yet — good for business
davidsenra · x · 2026-11-10
Palo Alto Networks CEO Nikesh Arora explains why AI makes cybersecurity companies more valuable:
- Cybersecurity didn't exist 25 years ago because there was no connectivity — a mainframe logged in locally was secure. Now every remote login is an attack vector.
- Facebook's 3.65 billion daily users means 3.65 billion people touching its infrastructure daily; across 8 billion people and hundreds of consumer apps, there must be trillions of daily interactions, each a potential attack surface into enterprise infrastructure.
- The more connectivity and technological change, the more security capability is needed — and products that secure AI don't fully exist yet because AI is so new, which he sees as a tailwind for the cybersecurity business.
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