Palo Alto Networks (NASDAQ: PANW) CEO Nikesh Arora also mentioned SentinelOne as a competitor for its AI-powered Cortex platform during a conference call in May. First, SentinelOne hosts its detection tools locally instead of in the cloud, which arguably makes it a safer choice for compromised or disrupted internet networks. We should take those forecasts with a grain of salt, but SentinelOne's steep losses and frothy valuation could make it a very risky play as rising inflation causes investors to shun more speculative growth stocks.