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CEO, Palo Alto Networks
4 quotes from 2 episodes on All-In Podcast and 20VC with Harry Stebbings, each with a timestamped link to the source.
Nikesh Arora states enterprises will train open AI models for practical business cases. Specific domain knowledge holds more value for companies than the raw model itself.
Companies will spend the next 3 to 5 years building specific context to surround AI models.
“I think the part which we will be build, we are starting to build and we will be building for the next 3 to 5 years is context.”
From Palo Alto CEO: AI Models Are Commodities, Context Wins Enterprise
Every single customer call and support case offers a direct chance to teach the system.
“…every new phone call, every new case is a learning opportunity. is not just to solve it, you have to learn.”
From Palo Alto CEO: AI Models Are Commodities, Context Wins Enterprise
Practical business applications will rely on trained open models. Routing raw operational data through closed APIs costs too much and breaks unit economics.
“I think for most practical use cases in enterprises, we're going to end up training some version of an open-source model…”
Any model can sit on top of a system once a business adds specific domain data. The underlying AI differences blur over time as context becomes the main advantage.
“…then I can stick any model I want on it. And the model distinction will not matter because the context will become as important or perhaps more important.”
From Palo Alto CEO: AI Models Are Commodities, Context Wins Enterprise
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