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NA Nikesh Arora Nikesh Arora Chairman and CEO of Palo Alto Networks since June 2018.

“This is the first time we have dwelled so much on the dark side of technology in history. … And my thesis is it started with the godfathers or whatever you want to call them, the builders of this technology. They have over-indexed and dwelled harder on the dark side of this, causing this narrative. I think we need a narrative shift.”

All-In with Chamath, Jason, Sacks & Friedberg · Money & Markets · October 2026

“This is the first time we have dwelled so much on the dark side of technology in history. … And my thesis is it started with the godfathers or whatever you want to call them, the builders of this technology. They have over-indexed and dwelled harder on the dark side of this, causing this narrative. I think we need a narrative shift.” — Nikesh Arora, All-In with Chamath, Jason, Sacks & Friedberg

Asked how he would answer calls to stop AI, the Palo Alto Networks CEO blames the field's own founders for the gloom. He says labs one-upping each other with scarier stories is a race to the bottom on narrative.

All-In with Chamath, Jason, Sacks & Friedberg · 2026-10-23 Listen to the episode → More from Nikesh Arora → More Money & Markets quotes →

Transcript

All-In with Chamath, Jason, Sacks & Friedberg Around 40:11 into the episode
Nikesh Arora

Mikesh, Aurora.

Jason Calacanis

How are you going to solve it?

Nikesh Arora

I said, sounds like a great idea. Let's go. Why don't you start? I'm right behind you. It's like, okay, you know, with all respect, it's interesting. This is the first time we have dwelled so much on the dark side of technology in history. And I don't know why it is. Maybe you guys can explain to me. We spend so much time obsessing with the dark side of technology. And my thesis is it started with the godfathers or whatever you want to call them, the builders of this technology. They have over-indexed and dwelled harder on the dark side of this, causing this narrative. I think we need a narrative shift. I mean, think about it. Like, we only hear about all the bad stuff that this technology does. Oh my God, I got mitzvahs. Wait, I got something worse. My guys jumped over. Wait, mine jumped over six months ago. Mine are worse. It's like, dude, this is not a good narrative. This is a race to the bottom from a narrative. We're building a wet

Chamath Palihapitiya

lab.

David Friedberg

But Nikesh, why then do you think Bernie Sanders and others are seizing on the moment? I know we've talked about this before, but like, what's going on that's motivating Bernie Sanders to be so vocal about stop AI, stop AI? Is it like a power struggle that they view there to be an emerging system…

Nikesh Arora

David, this is what I phone a friend. You guys are much more competent at answering these questions than I am. Jason and Shamath are probably better equipped to answer these questions than me. Yeah.

Speaker names from our own diarization · position estimated from where the line sits in the episode

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