Palo Alto Networks
Mentioned in 55 analyzed podcast episodes across 10 shows
# Palo Alto Networks A major enterprise cybersecurity company founded in 2005 by Nir Zook and backed by Greylock Partners, now valued at approximately $140 billion. The company is frequently discussed in tech and finance podcasts as a bellwether for the cybersecurity industry, particularly regarding AI-driven threats and opportunities, and has partnered with Anthropic on Project Glasswing for vulnerability discovery. Stock performance and strategic positioning are regularly analyzed in relation to emerging AI security threats and the potential for AI-powered defense solutions.
Mentioned On
Episode Mentions
TBPN · Aug 13, 2026
SaaSpocalypse Revisited, Singer x Louis Vuitton, Aman vs Ryan Walker | Igor Babuschkin, Brannin McBee, Garret Langley, Sonya Huang, Sean Cole
“Up 121% over past year to $320B market cap; cited as clear AI-era cybersecurity winner.”
Cybersecurity Headlines · Jul 28, 2026
Nvidia opens AI security tent, Microsoft adds cyber sprinter to MDASH, Fairlife ransomware spills data
“Evante remote access products cited as repeat attack entry points in federal agency breaches”
TBPN · Jul 27, 2026
Open Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN
“Listed as a member of the Open Secure AI Alliance and had early access to closed cyber AI models.”
TBPN · Jul 27, 2026
Letter Enthusiasts, Open Source vs. Closed Source, Mega-Startup School | Luke Knight & Ronan Chambers, Gary Vaynerchuk, Jonathan Jacobi, Dean Meyer, Brent Franson, Matej Cernosek, Justin Boitano
“Listed as a member of the Open Secure AI Alliance and as one of the select companies with access to closed cyber models.”
TBPN · Jul 23, 2026
AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
“CEO Nikesh Arora commented on the Hugging Face hack, offering enterprise security recommendations.”
TBPN · Jul 22, 2026
HackingFace, White House $5B AI Science Bet, Travis Kalanick Joins | Veeral Patel, Lin Qiao, Jason Fried, Travis Kalanick, Max Hodak
“CEO Nikesh Arora commented on the Hugging Face hack, advising frontier labs on offensive/defensive AI agent balance.”
TBPN · Jul 20, 2026
Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
“CEO Nikesh cited as having prepared cybersecurity defenses ahead of open-weight AI proliferation.”
TBPN · Jul 20, 2026
The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao
“CEO Nikesh discussed with hosts how the company prepared for open-source AI cybersecurity threats.”
Cybersecurity Headlines · Jul 16, 2026
Zoom's wake-up call, zero-day SonicWall patch, 23andMe's growing breach bill
“Cybersecurity stock rose following IBM CEO's comments about continued security investment amid AI infrastructure growth”
The Tech Report · Jul 15, 2026
The rising cost of AI is reaching tipping point | David Gerard
“CEO Nikesh Arora cited calling for 90% AI pricing reduction, representing enterprise customer cost concerns”
Cybersecurity Today · Jul 15, 2026
ShareFile explained, healthcare in critical cyber condition and click fix tops malware charts
“Cybersecurity firm exposed through SalesLoft breach affecting 700+ organizations with OAuth token compromise”
TBPN · Jul 14, 2026
IBM Nukes, Demis Govt Plan, Paramount WBD Deep Dive | Dylan Byers, Noah Schochet, Saam Motamedi, Ioannis Antonoglou, Jack Dent, Evan Burns & Jamie Seltzer, Tyler Page
“Cited as a Greylock success story; founded in their offices with a $250K check, now worth nearly $300B.”
Cybersecurity Today · Jul 11, 2026
AI Export Controls, FortiBleed, Third-Party Breaches & CISO Burnout | Cybersecurity Today Panel
“Contrasted with Cisco/Fortinet; fewer breach headlines possibly due to better implementation practices or customer base security hygiene”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 10, 2026
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
“CEO Nikesh Arora described how an advanced AI model found critical security bugs in their software in under an hour.”
This Week in Startups · Jun 29, 2026
Chamath on why young people need more agency, risk, and adventure
“Nikesh Arora, Chairman and CEO, was named as an angel investor in 8090's seed round.”
TBPN · Jun 29, 2026
Open Source vs. Closed Source, Memory Chips Eat AI Profits, Comcast Restructures | Diet TBPN
“Cited as a cybersecurity firm working with frontier AI models to harden systems against LLM-driven attacks.”
This Week in Startups · Jun 27, 2026
Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305
“Cited among organizations noting AI models' capability to cause significant cybersecurity damage.”
The Cloud Pod · May 13, 2026
353: Don't Be Evil Unless the Government Asks Nicely
“Prisma integrated with Google Agent Gateway for runtime AI protection and security governance”
Risky Business · May 13, 2026
Risky Business #837 -- GitHub Actions footgun claims TanStack
“Memory corruption vulnerability in content length header parsing; remote code execution in captive portal component”
All-In with Chamath, Jason, Sacks & Friedberg · May 8, 2026
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
“Cybersecurity company positioned to benefit from AI-powered cyber defense tools like Mythos and OpenAI's cyber model”
SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast) · May 7, 2026
SANS Stormcast Thursday, May 7th, 2026: .DE DNSEC Fail; PAN OS 0-Day Patched;
“PAN OS pre-authentication buffer overflow vulnerability (CVSS 9.3) actively exploited in targeted attacks”
CyberWire Daily · May 6, 2026
The exploit that writes its own story.
“Warned of critical zero-day buffer overflow in PanOS Captive Portal allowing unauthenticated root code execution on firewalls”
What's Your Number? · May 6, 2026
Israel's place in the AI race - with Ariel Sobelman
“Competitor to Checkpoint pursuing aggressive M&A strategy including $20B+ CyberArk acquisition”
All TWiT.tv Shows (Audio) · May 6, 2026
Security Now 1077: A Browser AI API?
“Embedding Opus 4.7 into security tools as part of Anthropic partnership”
Bloomberg Surveillance · May 5, 2026
Market Impact of AI and Iran
“Cybersecurity company expected to benefit from AI-driven security threats and enterprise demand for protection”
Darknet Diaries · May 5, 2026
174: Pacific Rim
“Firewall vendor observed in threat actor lab alongside Sophos devices, indicating simultaneous targeting by same Chinese state actors”
Marketplace · Apr 29, 2026
Powell's farewell?
“Cybersecurity firm up 0.3% as industry faces increased demand from AI-accelerated threat landscape”
Cybersecurity Headlines · Apr 27, 2026
ADT data breach, Toronto SMS blasting, pre-Stuxnet malware discovery
“Unit 42 research team identified Blackfile extortion group and linked it to vishing attacks against retail and hospitality organizations”
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Security software vendor; example of high-quality software name preferred over cheaper alternatives in downturn”
Elon Musk Podcast · Apr 23, 2026
Claude Mythos finds thousands of hidden vulnerabilities
“Member of Project Glasswing coalition focused on security infrastructure patching and defense”
CyberWire Daily · Apr 22, 2026
The leak was only a matter of time.
“Reported Mythos performed equivalent of one year's penetration testing work in under three weeks”
YPO Technology Network AI Brief · Apr 22, 2026
AI Just Made Your Disgruntled Barista Dangerous
“Cybersecurity partner in Anthropic's Project Glasswing with access to Claude Mythos”
Economist Podcasts · Apr 22, 2026
White hat, black box: AI’s next chapter
“Cybersecurity company given early access to Mythos AI for defensive testing purposes”
Hacking Humans · Apr 21, 2026
Ransomware (noun) [Word Notes]
“Unit 42 threat intelligence team cited for June 2022 data showing average ransomware payment of nearly $1 million”
Prof G Markets · Apr 14, 2026
The Oil Blockade Isn’t Spooking Markets — Yet
“Cybersecurity vendor whose stock recovered after weekend processing of Claude Mythos announcement”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Cybersecurity company; discussed as unlikely to be disrupted by AI despite market fears”
Elon Musk Podcast · Apr 13, 2026
The firebombing of Sam Altman's house
“Cited for research on AI-enabled attack speed compression and threat actor capabilities”
CNBC's "Fast Money" · Apr 10, 2026
Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26
“Cybersecurity company discussed as potential platform play for AI-powered defense solutions”
Big Technology Podcast · Apr 10, 2026
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
“Member of Project Glasswing consortium; cybersecurity vendor with interest in AI security narrative”
Mad Money w/ Jim Cramer · Apr 9, 2026
Mad Money w/ Jim Cramer 4/9/26
“Cybersecurity software company down 4% as software sector faces pressure from hardware/AI rotation”
Daily Tech News Show · Apr 8, 2026
Anthropic’s Move to Secure the World - DTNS 5243
“Security company partner in Project Glasswing working on vulnerability discovery and remediation.”
Possible · Apr 8, 2026
AI’s expanding attack surface
“Enterprise cybersecurity company cited as example of venture-backed security innovation from Greylock era”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“Cybersecurity company; partnering with Anthropic on Project Glasswing”
Darknet Diaries · Apr 7, 2026
172: SuperBox
“Deadass worked at Palo Alto; her firewall detected SCADA vulnerability exploit attempts from SuperBox”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Cybersecurity company whose CEO confirmed cybersecurity resilience to AI displacement, owned in travel trust”
Proven Podcast · Apr 1, 2026
FBI Cyber Expert Saves Your Business - M.K. Palmore
“Fortune 500 company where M.K. Palmore worked as field CISO before founding Apogee Global”
Mad Money w/ Jim Cramer · Mar 31, 2026
Mad Money w/ Jim Cramer 3/31/26
“CEO discussed AI-driven cybersecurity threats, responsible deployment, and $10M personal stock purchase signaling confidence”
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 28, 2026
20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts
“Major cybersecurity company cited as example of massive market cap growth potential”
TBPN · Mar 13, 2026
Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations
“Cybersecurity company led by Nikesh Arora, discussed M&A strategy and AI threats”
Mad Money w/ Jim Cramer · Feb 24, 2026
Mad Money w/ Jim Cramer 2/23/26
“Cybersecurity stock declining on Anthropic's cybersecurity announcement and competitive threat concerns”