Building to $100B: The CEO that Revolutionized Palo Alto Networks

Рет қаралды 30,025

Күн бұрын

Nikesh Arora became the CEO of Palo Alto Networks with no cybersecurity domain expertise and has grown the company from $18B to nearly $100B in under 6 years. In the episode, we discuss some of the greatest learnings from revolutionizing Palo Alto Networks into a powerhouse, his celebrated M&A strategy, and stories from his wide-ranging career path.
Prior to Palo Alto Networks, Nikesh was Chairman and COO of Softbank, working alongside Masa to make investments. Before that, he spent time scaling T-Mobile in Europe as CMO then spent a decade at Google as CBO. Hear how Nikesh has consistently succeeded in each new role and built a prolific career across industries.
(0:00) Intro
(1:13) The Benefits of Being a Generalist
(2:20) Acquiring Domain Expertise
(4:05) The Constant Learning Curve in Cybersecurity
(5:07) Understanding the Cybersecurity Industry
(9:19) Nikesh's 3 Rules For M&A
(20:04) The Role of Marketing and Storytelling in Tech
(24:57) Leadership and Management in Large Companies
(35:49) The Challenge of Scaling and Managing People
(36:43) Transitioning Roles and the Importance of Skill Sets
(38:01) The Art of Making Successful Career Choices
(38:36) The Journey from Analyst to Tech Entrepreneur
(43:44) The Impact of Artificial Intelligence in Business
(50:43) The Importance of Product Obsession in Tech Leadership
(52:52) The Journey from India to the U.S. and the Pursuit of Education
(1:01:04) Venturing into the World of Investment and Venture Capital
(1:05:54) The Mission-Driven Aspect of Cybersecurity
(1:07:21) Romanticizing the Past: A Perspective on Life and Career
Produced: Rashad Assir & Leah Clapper
Mixed and edited: Justin Hrabovsky
Executive Producer: Josh Machiz
🎙 Listen to the show
Apple Podcasts: podcasts.apple.com/us/podcast...
Spotify: open.spotify.com/show/5WqBqDb...
Google Podcasts: podcasts.google.com/feed/aHR0...
🎥 Subscribe on KZfaq: / @theloganbartlettshow
Follow on Socials
📸 Instagram - / theloganbartlettshow
🐦 Twitter - / loganbartshow
🎬 Clips on TikTok - / theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

Пікірлер: 28

@pravinsingh-xn8ls 7 ай бұрын

Nikesh is one the smartest CEO and made unprecedented growth to palo alto networks. It is going to grow more and more in coming years. Just wait and watch.

@user-kg1od9es5d 7 ай бұрын

I love the passion test. Folks who throw themselves into physically/mentally tough endeavours tell you a lot about them rather than just resume related work experience.

@brianhammerstein 7 ай бұрын

Best Tech M&A methodology I have heard. I feel like buying their stock.

@matthewweerts4517 7 ай бұрын

My PANW stock is up 91% in 18 months..

@durgapavanibrundavanam 4 ай бұрын

Candid conversation. Hearing about Nikesh Aurora’s journey and different opportunities in different phases of his life is inspiring. His energy and enthusiasm towards new challenges is great 👍

@Muller_Andr 7 ай бұрын

Will this rally we saw in stocks November/December continue January? Both speculative and defensive assets are also on the rise. If yes what assets, instruments might those be? Open to chat

@Jennapeters144 7 ай бұрын

The market need several strong performances over the next couple of weeks before we can agree to the narrative that the bear market is over. For now its just FOMO.

@xavier_lucas 7 ай бұрын

Its unclear which stocks and sectors will lead the market in the next uptrend. Stay away from rebalancing if you do not have guidance from a plannner and investment strategist. My finances have been in order since I got a wealth planner like Monica working with/for me. Some experts will say don’t underestimate performance chasing, others focus on bond yields not Monica, your financial goals come first as priority then you figure out what plan works best for you for the next 5years.

@Muller_Andr 7 ай бұрын

Who is this Monica you speak about? I have been on the look for an advisor with ears and eyes on Wall St. I can talk to who can guide us on where the economy is headed next?

@xavier_lucas 7 ай бұрын

Monica Mary Strigle just do your own research you’d find details. No kidding I have made a 218% gain since began rebalancing as many times as she suggested. With alternate investing the bear market isn’t so bad if you know where to look.

@Muller_Andr 7 ай бұрын

How does it work, what are the upfront fees?

@BhavinTolia 7 ай бұрын

Fascinating

@tobinator1337 7 ай бұрын

Great interview! I’d have loved to hear an answer from him what he’d do today coming out of college with what he knows now

@BhavinTolia 7 ай бұрын

Nikesh is an absolute inspiration to our generation.

@SandipSharma-ei2mh 5 ай бұрын

We are proud of these Indian-American ceos

@rozeriley6548 4 ай бұрын

dude is swagged out

@fwyt2003 7 ай бұрын

❤

@lmaolol5053 7 ай бұрын

His investments failed badly at softbank. The fact that the overall business in general grew in the last 5 years which in turn led to the growth of Palo alto and other tech companies. I dont think he did some magic apart from speaking with fluency

@hylee1229 7 ай бұрын

Not to defend him but can you explain more re his investment track record on Softbank?

@Sramota1 7 ай бұрын

He has been amazing at Palo Alto networks.

@user-kg1od9es5d 7 ай бұрын

not everyone is an elon musk lol. shit happens my dude.

@theimproooooooover 7 ай бұрын

Do you have any articles, writeups, evidence to back up your claim that he did poorly at SoftBank?

@worldwide6626 6 ай бұрын

@@theimproooooooover do you have proof he did good in softbank? I'm genuinly asking I have no opinion on this