M& a

Palo Alto Networks CEO Nikesh Arora on the Virtues of Being an Outsider

Palo Alto Networks CEO Nikesh Arora on the Virtues of Being an Outsider

Nikesh Arora, CEO of Palo Alto Networks, shares his unconventional journey and leadership philosophy. He provides a masterclass in building a multi-platform company through strategic M&A, explains why founders should sometimes ignore customers, and reveals how to lead with conviction while managing imposter syndrome.

Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order

Steven Sinofsky & Balaji Srinivasan on the Future of AI, Tech, & the Global World Order

Steven Sinofsky and Balaji Srinivasan analyze the collision of regulation, capital, and innovation, exploring how an 'anti-tech assault' from regulators is reshaping M&A. They introduce the 'acquifire'—a new deal structure born from pressure—and debate the fundamental conflict between the permissionless 'network' and the regulatory 'state', projecting how this battle will define the future of AI.