(0:00) The Besties welcome Nikesh Arora (2:56) How to build great businesses, lessons from his time at Google (6:30) Lessons from working with Masa at SoftBank, risk tolerance (11:51) Scaling Palo Alto Networks, handicapping cybersecurity, M&A strategy (20:02) State of cyber threats (24:23) Age of AI: How agents will change consumer apps, how AI is impacting cybersecurity 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 Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: #allin #tech #news