Search · resolved
Which podcasts are discussing PANW?
23 ATTRIBUTED IDEAS · 18 EPISODES · 7 SHOWS
The shows
All-In with Chamath, Jason, Sacks & Friedberg
The Twenty Minute VC
CNBC Fast Money
The Compound and Friends
Excess Returns
Goldman Sachs Exchanges
Unchained
Where the discussion went deepest
16 JUN16 JUNTHE COMPOUND AND FRIENDS
AI threat creates severe software dispersion
“Legacy application software faces existential AI disruption risks, driving deep valuation discounts, while cybersecurity names remain insulated.”
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Core thesis · 5/5Verify in source →
8 JUN8 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Cybersecurity demand surges on AI vulnerability discoveries
“The bear case for enterprise code bases - and the bull case for cybersecurity vendors - argues that advanced AI models quickly expose decades of accumulated software vulnerabilities, accelerating the threat landscape and driving urgent demand for automated defense.”
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Core thesis · 5/5Verify in source →
11 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 11:00
Cybersecurity immune to AI disruption
“The hosts argued cybersecurity stocks like CrowdStrike and Palo Alto are not disruptable by AI, dismissing the concept of 'vibe coding' security patches as a joke.”
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
In depth · 4/5Verify in source →
14 JUL14 JULTHE COMPOUND AND FRIENDS · 25:10
Enterprise SaaS budgets pivot to AI hardware
“IBM's revenue miss signals a broad corporate spending shift away from enterprise SaaS software toward AI infrastructure and cybersecurity.”
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
In depth · 4/5Verify in source →
22 JUN22 JUNTHE TWENTY MINUTE VC
AI vulnerability discovery accelerates cybersecurity demand
“Frontier AI models like Anthropic's Mythos act as demand accelerants for cybersecurity platforms by revealing software vulnerabilities faster than traditional defensive capabilities can patch them.”
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps?
In depth · 4/5Verify in source →
22 JUN22 JUNTHE TWENTY MINUTE VC
Cybersecurity platformization benefits market leaders
“The speaker argued that enterprise consolidation onto integrated cybersecurity platforms benefits scale leaders like Palo Alto Networks.”
20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps?
In depth · 4/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.