Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"

I remember when I used to advise Silver Lake and I would heard Dell was done. Nobody wanted hardware. I think Dell might be back to like a $300-400 billion market cap. So hardware is still going to be around.

the profit pools are in applications, not in models... they're attacking profit pools because that's where the money is going to come from.

Google writ large, I think Google's underrated. I think it's going to be the first $10 trillion company in our lifetime. I think they have all the assets that are needed to make this successful.