Nikesh Arora (@nikesharora) 's Twitter Profile
Nikesh Arora

@nikesharora

Palo Alto Networks

ID: 52171246

calendar_today29-06-2009 20:05:59

3,3K Tweet

67,67K Followers

1,1K Following

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

I get the MCP or not to MCP. Sounds exciting and you don't want to miss the bus. So MCP for sure. But as you begin to think of meaningful examples past data retrieval use cases - to actionable tasks, permissions, oversight, security come into play. Play hard and fast on MCP,

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

Don't read long form books my friend. I guzzle information, I absorb from wherever I can. I have read as much about agentic architectures lately to build a mental teamwork to understand how one might protect our customers in such a future. Always be learning. Many long form books

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

It's everywhere - white papers, MCP, A2A, Googles purpose built agents announced this week. Everyone is skillfully avoiding a full reasoning agent with autonomous "agency" because it brings up authentication, guardrails, security and remediation questions.

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

There is a lot of conversation around restricting access to AI globally. IMHO - I think we are conflating innovation, global availability of innovation and our ability to scale at the right pace and economics. 1. We are leading in AI innovation, we need to accelerate the pace not

Bloomberg TV (@bloombergtv) 's Twitter Profile Photo

It’s still unclear how you make AI agents work safely, says Palo Alto Networks CEO Nikesh Arora. He joins “Bloomberg Technology” as the RSA conference kicks off bloom.bg/4iy7Dcd

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

The current generation of consumer Internet businesses are busy anticipating and adapting to the "technology tectonic shift that is AI", pay attention it is an equally tectonic "business model transformation" challenge.

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

Advertising models will start to give way to lower cost transaction models. Remember advertising is lead generation to enable human decision making around transaction, when you give agency to AI - it will know! Weaker storefronts will become fulfillment centers via APIs (oops I

Sam Altman (@sama) 's Twitter Profile Photo

wow so far DMs in a shockingly even dead heat between "you made a software engineer and didn't include unlimited use in the $20 plan? fuck you!" and "you made a software engineer and you're not charging $20k a month for it? what the fuck?"

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

Would love to see your source of comparative data, and how it stacks up relatively, which I am sure you reviewed before you sold stock. As I said ours is 5%.

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

Fascinating. But what do you estimate the fully loaded cost (depreciation, parking, cleaning, return home etc) is for per mile autonomous driving and when does it cross over or equate? Or do consumers benefit from big tech subsidization sooner than the crossover?

Nikesh Arora (@nikesharora) 's Twitter Profile Photo

:). I am not a wise angel. Analytics product will struggle to survive in the long term AI world, they might look like they are winning for a bit. "Do" will be now important IMHO. As I tell my team if you are so wise to tell me what's wrong or your insight, take it all the way x.com/mesnhl/status/…