Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

Nikesh Arora, CEO of Palo Alto Networks, has shared insights on the evolving landscape of hiring in the age of artificial intelligence, challenging common assumptions about workforce reductions. In a recent appearance on The New York Times' "Hard Fork" podcast, he described the belief that AI would lead to fewer job opportunities as a "fallacy," asserting, "No, I need more." Arora's perspective contrasts sharply with that of several industry leaders who suggest that AI might allow companies to streamline operations by employing fewer workers. Notable figures like Jack Dorsey from Block and Chuck Robbins of Cisco have indicated that AI is already reshaping staffing requirements and phasing out certain positions. This discussion comes amid a wider public sentiment against AI, with protests erupting over the technology's implications and some graduates openly expressing their discontent during ceremonies. Despite the negative sentiments surrounding AI, Arora believes its influence on the job market is more complex. He posits that AI could enhance technical capabilities, enabling organizations to address longstanding product development goals and facilitate business transformations instead of merely cutting jobs. He stated, "Every technologist you talk to has a feature request list that is longer than their arm," emphasizing that increased capacity will likely be used to tackle technological backlogs. Additionally, Arora provided insights into the recent layoffs linked to AI, suggesting that some firms might be restructuring to create roles that demand newer skill sets. He explained, "That capacity allows me to hire more people and make room for those with the skills I need." As a testament to this approach, Palo Alto Networks has been actively expanding its workforce, adding 959 employees in the first half of fiscal 2026, although the company has not explicitly connected this growth to AI advancements. Business Insider’s request for further comments from the company was not immediately answered.