Mentions

Palo Alto Networks is included alongside ZS, CRWD, and FTNT as a cybersecurity holding the host is actively building. His argument is that companies will not hand over critical security functions to AI agents prone to going rogue, and that IT security budgets will continue growing as the AI-powered attack surface widens. He expects upcoming quarterly earnings to confirm the thesis and re-rate the stock.

Palo Alto Networks follows the same thesis as CrowdStrike — sold off on the Mythos leak, but positioned to win long-term as AI accelerates the pace and complexity of cyber threats, raising the value of established security platforms. The host lists Palo Alto Networks among the specific software companies he is personally investing in, citing deep workflows and compliance positioning as the key differentiators that make it survivable in the AI disruption cycle.

The host is bullish on Palo Alto Networks as the other pure-play cyber security name inside Project Glasswing. Its platform-consolidation strategy spans network security, cloud security, and access protection, while its Cortex AI platform now integrates directly with Mythos for proactive threat detection and response. Next-gen security ARR grew 33% YoY with guidance implying over 50% growth for the remainder of the fiscal year, and total annual revenue is approaching $11B. At roughly 14x price-to-sales versus CrowdStrike's 20x, the host views Palo Alto as the cheaper option, with the discount reflecting somewhat slower growth that Mythos access could help close. The stock rose nearly 5% on the Glasswing announcement.

Palo Alto Networks is highlighted alongside CrowdStrike as the largest company in the cybersecurity space and as one of the two firms partnering with Anthropic to address AI-enabled hacking threats. It is noted as holding up better than peers with only a 1% decline. The host's group-level thesis — that AI fears are overblown and represent a buy opportunity — applies fully, and PANW's relative resilience is seen as a positive indicator of quality within the sector.

The host is bullish on Palo Alto Networks alongside CrowdStrike as a Project Glasswing partner receiving early access to Anthropic's Claude Mythos model for defensive cybersecurity. The same thesis applies: early access to an AI system capable of discovering zero-day exploits across every major OS and browser gives Palo Alto Networks a material competitive advantage before the broader cybersecurity market can access equivalent tools, positioning the company ahead of the AI-powered threat curve.