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Last updated May 22, 2026 (about 3 months ago).

people · May 22, 2026

Palo Alto Networks CEO Nikesh Arora Discusses SaaSpocalypse and Mythos Use

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Palo Alto Networks CEO Nikesh Arora told Alex Heath that Wall Street investors are more right than many think about AI compressing or destroying swaths of traditional SaaS software value. Arora predicted that 80% of user interfaces will go away as AI generates them on the fly from data wrapped in interfaces. The interview covered Palo Alto Networks' early use of Anthropic's Mythos model and concerns about AI regulation. The discussion occurred at a May 14 lunch event in San Francisco.

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