"You’ll be two years behind with no organization, no resources deployed against it."
That’s what happens when you wait for certainty during technological inflection points.
Nikesh Arora, CEO of Palo Alto Networks, explains why anticipating trends isn’t enough—you have to prepare your organization BEFORE the future arrives. Otherwise, Silicon Valley will fund 10 competitors who are already building what you’re still debating.
In this clip:
→ Why anticipation without preparation leaves you behind
→ The dual requirement: look around corners AND maintain agility
→ How to make strategic bets while staying flexible enough to pivot
→ What "being behind the eight ball" actually costs
This is one strategic insight from our 100th episode.
Watch the full conversation to hear:
The 3-part framework Nikesh uses to prioritize during uncertainty (impact, risk, differentiation)
Real examples from Palo Alto Networks’ transformation from $2.7B to largest cybersecurity company
Why cloud and AI were the "plastics moment" that changed everything
How to reduce detection time from 4 days to 1 minute through architectural thinking
The signals showing AI’s next shift is already underway
🎥 Full Episode: https://www.youtube.com/watch?v=NCyb32Bts2Y
About Nikesh Arora:
Chairman & CEO of Palo Alto Networks. Previously President & COO at SoftBank and Chief Business Officer at Google. He’s navigated multiple technological inflection points—from mobile to cloud to AI—and transformed companies through each shift.
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Exploring cybersecurity threats, resilience, and industry trends with the leaders shaping the future of security.
Host: David Moulton, Senior Director of Thought Leadership, Unit 42
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