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

2026-06-08 · 31 min · 22 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://x.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://linkedin.com/company/allinpod
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://tiktok.com/@theallinpod
→ references nyse.com website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://nyse.com/
→ references plaud.ai website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://plaud.ai/
→ references Value Blueprints person

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://ey.com/en_us/services/ai/value-blueprints?AA.tsrc=sponsorship&WT.mc_id=3501320

Entities found in this episode

websites 8

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://tiktok.com/@theallinpod
mentioned nyse.com website

0.45

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://nyse.com/
mentioned plaud.ai website

0.45

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://plaud.ai/
references Tppkzl website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://tiktok.com/@theallinpod
references nyse.com website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://nyse.com/
references plaud.ai website

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://plaud.ai/

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

persons 4

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://x.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://x.com/yung_spielburg
mentioned Value Blueprints person

0.45

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://ey.com/en_us/services/ai/value-blueprints?AA.tsrc=sponsorship&WT.mc_id=3501320
references Value Blueprints person

0.38

evidence rules-v4
Link in episode "Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company": https://ey.com/en_us/services/ai/value-blueprints?AA.tsrc=sponsorship&WT.mc_id=3501320

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

Episode description as stored

(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 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 - AI ambition isn't enough. EY.ai Value Blueprints move organizations beyond pilots embedding measurable business value by design. https://www.ey.com/en_us/services/ai/value-blueprints?WT.mc_id=3501320&AA.tsrc=sponsorship 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://www.nyse.com Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight. https://www.plaud.ai Follow Nikesh: https://x.com/nikesharora Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg