Sequoia's Maguire picks Nikesh Arora as his choice to succeed Jensen Huang at NVIDIA
shaunmmaguire · x · 2026-11-13
Sequoia investor Shaun Maguire says his pick to succeed Jensen Huang at NVIDIA is Nikesh Arora, CEO of Palo Alto Networks.
He argues Huang mattered to the AI ecosystem because he was technical, aggressive, and had the credibility to be aggressive. Arora, who took Palo Alto's stock up 10x over 8 years, is one of the few people with that credibility on day one — plus world-class dealmaking and the relationships to keep NVIDIA at the center of AI.
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