▶ 63:50 · $CONSOLE · Palo Alto Networks acquires Console for AI-native agent-first IT/HR/finance automation atop 180TB/day data lake

episode briefing

Yapping in Neuralese, Jimmy Iovine in the Ultradome, Nikesh Joins, GoPro v2

2026-09-02 · 8 company · 6 thematic

sentiment

7 bull1 bear0 neu

speakers

nikesh arora

Chairman and CEO of Palo Alto Networks. Former president of SoftBank and former chief business officer of Google.

phil johnson

CEO of Lumen Orbit, a space-based data center company that launched the first H100 GPU to orbit (StarCloud-1) in late 2025; raised $250M Series A extension at $2.3B valuation with Nvidia and Cisco participation; booking launches for 2025-2026 to deploy orbital inference capacity for government and commercial SAR imagery.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

kurt tenbound

Leads Blue Owl's AI compute infrastructure investing practice; oversees 100+ data centers and 10GW of capacity across data center equity, direct lending, and leasing strategies focused on non-investment-grade GPU financing for AI natives.

quote

“he's taken a very AI native agent first approach to building a product that is what future of software needs to look like... when we saw that we saw wait if we could bring the large data lake the backends we have in security and IT operati…”

—nikesh arora

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