Podcasts about cisco

On this week's show, Patrick Gray, Adam Boileau and James WIlson discuss the week's cybersecurity news. They cover: Low skill actors compromise 600 Fortinets with AI-generated playbooks Anthropic calls out Chinese AI firms over model distillation Meta's director of AI safety tells her ClawdBot not to delete her mail… so of course it does Peter Williams cops 7 years in jail for selling L3 Harris Trenchant's exploits to Russia Ivanti got hacked in 2021 via… bugs in Ivanti This episode is sponsored by line-rate network capture system Corelight. CEO Brian Dye joins to discuss what AI can do for defenders, and what it can't. This episode is also available on Youtube. Show notes AI-augmented threat actor accesses FortiGate devices at scale "this reads to me like: they ran existing tools.... but with a cool dashboard :D" Anthropic accuses Chinese labs of trying to illicitly take Claude's capabilities | CyberScoop Detecting and preventing distillation attacks Hegseth warns Anthropic to let the military use the company's AI tech as it sees fit, AP sources say Anthropic Rolls Out Embedded Security Scanning for Claude AWS's AI Coding Bot Kiro Caused a 13-Hour Outage Running OpenClaw safely: identity, isolation, and runtime risk Former Adobe, Cisco and Salesforce CISO talks AI pentesting History Repeats: Security in the AI Agent Era Meta Director of AI Safety Allows AI Agent to Accidentally Delete Her Inbox Microsoft says Office bug exposed customers' confidential emails to Copilot AI | TechCrunch The (tangential) fix: Microsoft adds Copilot data controls to all storage locations Ex-L3Harris executive sentenced to 87 months in prison for selling zero-day exploits to Russian broker Treasury Sanctions Exploit Broker Network for Theft and Sale of U.S. Government Cyber Tools Risky Bulletin: Russia starts criminal probe of Telegram founder Pavel Durov Ukraine pushes tighter Telegram regulation, citing Russian recruitment of locals The watchers: how openai, the US government, and persona built an identity surveillance machine that files reports on you to the feds Persona emails customers saying they don't work with ICE or DHS amid ‘surveillance' claims Inside the Fix: Analysis of In-the-Wild Exploit of CVE-2026-21513 Ivanti hacked in 2021 via its own product Fed agencies ordered to patch Dell bug by Saturday after exploitation warning | The Record from Recorded Future News From BRICKSTORM to GRIMBOLT: UNC6201 Exploiting a Dell RecoverPoint for Virtual Machines Zero-Day

What does it really take to lead through massive change? In this special edition episode: Talking Shift, we explore the human side of transformation — in the middle of the biggest partner evolution in 25+ years: The Cisco 360 Partner Program. But this conversation goes deeper than programs. Jeff Edwards sits with Jon Sanchez, Founder and CEO of Team Performance Institute, to unpack… why change is so hard? Because it challenges identity. Because leaders move faster than their teams. Because we expect adoption without allowing the process. This episode is about failing forward, becoming a beginner again, and leading with empathy through uncertainty.

Your biggest threat this year isn't malware. It's your own AI assistant.OpenClaw connects an LLM directly to your terminal, browser, email, and chat. It runs with your permissions. It executes tasks without hesitation.Days after launch, researchers found a One-Click RCE.Cisco called it a security nightmare.Gartner called it an unacceptable risk.OpenClaw (formerly known as Clawdbot and Moltbot) represents a new phase of agentic AI: autonomous assistants operating inside your environment with almost no guardrails.The headlines around OpenClaw have been clear: it's a serious threat. But how should we handle agentic AIs like OpenClaw moving forward?In this Threat Talks episode, Field CTO Rob Maas and SOC analyst Yuri Wit break down what OpenClaw actually does, where AI agent security breaks, and whether or not you should deploy OpenClaw.OpenClaw is powerful. It's useful.It's also proof that many of us are not ready for AI agents with this level of autonomy. Before you let an AI agent into your systems, understand what happens when it runs unchecked.TimestampsKey Topics Covered·         How OpenClaw works and why agentic AI changes the security model·         The One-Click RCE and what it reveals about AI agent security·         Malicious skills, default allow design, and autonomous privilege abuse·         Realistic mitigation strategies including sandboxing and controlled environmentsResources·         Threat Talks: https://threat-talks.com/ ·         ON2IT (Zero Trust as a Service): https://on2it.net/ ·         AMS-IX: https://www.ams-ix.net/ams Subscribe to Threat Talks and turn on notifications for deep dives into the world's most active cyber threats and hands-on exploitation techniques.Click here to view the episode transcript.  

Welcome to the land podcast, a platform for people looking to educate themselves in the world of land ownership, land investing, staying up to date with current land trends in the Midwest, and hearing from industry experts and professionals. On today's episode, we are back in the studio talking with Heath Cisco. We discuss: -Small farms can hunt bigger with the right neighbors. -Sanctuary borders are priceless. -Tree planting is an 8–20 year commitment. -Hunters today are more effective than ever. -Mature buck numbers in Ohio are declining. -Access design matters more than acreage. -Don't overhunt your own farm. -Box blinds build family hunting memories. -Buy land sooner than you think. -Think in decades, not seasons. And so much more! Submit a question for Skip and Lee: https://docs.google.com/forms/d/e/1FAIpQLSfUzgftdi_zWoAyrjgE5QFEY4Wz_VfokS5LG7kpzjXjSCvWAw/viewform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get Pre-Approved to Purchase a farm with Buck Land Funding ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.whitetailmasteracademy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Use code '⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOFER' to save 10% off at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theprairiefarm.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Massive potential tax savings: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ASMLABS.Net⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Moultrie: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/moultrie_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Hawke Optics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/hawkeoptics_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -OnX: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/onX_Hunt⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -Painted Arrow: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/PaintedArrow⁠

John LeBaron is the CRO at Pattern, the leading e-commerce accelerator that helps brands scale profitably across marketplaces worldwide. John runs the SaaS and Services business units for Pattern and oversees all global go-to-market activities for the company and its partners. Prior to joining Pattern, John ran marketing for the Google Cloud business at Rackspace and has held a variety of global marketing roles with leading tech companies including Apple, Cisco, and Ciena. He holds an MBA from the Kellogg School of Management, an MSW from Columbia University, and a B.A. in Communications from Brigham Young University.Highlight Bullets> Here's a glimpse of what you would learn…. Challenges faced by e-commerce brands, particularly on Amazon, including competition and pricing pressures.The importance of inventory management and maintaining stock levels to avoid losing market share.Strategies for optimizing conversion rates, focusing on product imagery and continuous testing.The role of data-driven approaches in improving traffic, conversion, price, and availability.The significance of strategic pay-per-click (PPC) advertising and its relationship with organic rankings.Insights on leveraging AI and technology for product listing optimization and advertising efficiency.The impact of overseas competitors on the e-commerce landscape and brand profitability.The concept of the "e-commerce equation" and its components: traffic, conversion, price, and availability.Best practices for managing logistics and shipping to enhance operational efficiency.The importance of continuous improvement and adapting to changes in the e-commerce environment.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews John LeBaron, CRO at Pattern. They discuss how e-commerce brands can profitably scale on Amazon amid rising competition, pricing pressures, and operational challenges. John shares Pattern's data-driven strategies—optimizing inventory, pricing, traffic, and conversion—using advanced AI tools and logistics solutions. Key takeaways include the importance of inventory availability, rigorous conversion rate optimization, and strategic PPC management to build organic rankings. The episode offers actionable advice for brands seeking sustainable growth and highlights Pattern's role as a partner in navigating today's complex e-commerce landscape.Here are the 3 action items that Josh identified from this episode:Protect Your Availability or Lose the GameForecast demand aggressively, fix your inbound bottlenecks, and partner with fast-moving 3PLs—because every stockout destroys ranking, momentum, and profit.Obsess Over Conversion, Starting With the Main ImageRun continuous A/B tests on your hero image, audit your live content weekly, and optimize every element (titles, bullets, A+, coupons, bundles) to lift conversion without increasing ad spend.Use PPC to Own Keywords, Not Rent Them ForeverShift ad spend toward keywords that improve organic rank, monitor Buy Box and conversion signals, and prioritize long-tail opportunities to build profitable, compounding visibility.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comTmallTikTokWalmartPickFuLovable AIPatternLinkedInThe E-MythAtomic HabitsAll In PodcastSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJohn Lebaron 00:00:00  We're absolute zealots around something we call the e-commerce equation, which is revenue as a function of traffic times, conversion times, price times, availability. And I think that's very much the way that we think about accelerating brands is just isolating those specific variables of the equation and really going to work on okay for traffic, for example, there's paid traffic. There's, you know, organic traffic, there's off platform traffic. And what are all the hundreds of different kind of atomic levers that we want to pull and automate increasingly via AI for the brands that we represent. And and then helping them set an expectation, helping them forecast appropriately, helping them understand what is their ops upside.Speaker 2 00:00:47  Welcome to the E-comm Breakthrough Podcast. Are you ready to unlock the full potential and growth in your business? You've already crossed seven figures in sales, but the challenge is knowing how to take your business to the next level.Josh Hadley 00:01:00  Are you tired of getting squeezed by Amazon, watching your sales fall? Watching more overseas competitors come in to overtake your market share? Watching the race to the bottom pricing.Josh Hadley 00:01:12  Well, today's guest has the answer for you of how to di...

Carlos Pereira, Cisco Fellow & CX Chief Architect, discusses real AI adoption challenges/opportunities, and why Cisco is the trusted AI partner for businesses.

Fran Katsoudas, Cisco's EVP and Chief People, Policy & Purpose Officer, discusses her 29-year Cisco journey and shares insights on AI's workplace impact.

AB sits down with Gordon Thomson, Cisco's SVP EMEA Sales and EMEA President, for a great talk about The EMEA Moment, sovereign critical infrastructure, and how AI is a tool that is helping unlock human potential.

In this video, we dive into a real-world Red Team vs. Blue Team scenario. We simulate a cyberattack on a Finance Application that has integrated a new LLM Chatbot. You'll see firsthand how attackers use Prompt Injection to bypass standard rules, how they move laterally through Kubernetes clusters, and how they attempt to execute Zero Day exploits. More importantly, we show you how to defend against it. Using Cisco's Hybrid Mesh Firewall, AI Defense, and Secure Workload, we demonstrate how to: 1. Detect & Block Prompt Injections: safeguarding your LLMs from manipulation. 2. Secure Kubernetes: using micro-segmentation to isolate threats in the cloud. 3. Inspect Encrypted Traffic: utilizing the Encrypted Visibility Engine (EVE) to spot malware in TLS flows without decryption. Whether you are a Network Engineer, Security Analyst, or just interested in how AI is changing the cybersecurity landscape, this demo is packed with practical insights Big thank you to Cisco for sponsoring my trip to Cisco Live Amsterdam. // Ant Ducker SOCIALS // LinkedIn: / ant-ducker-0052801 YouTube channel dCloud: / @ciscodcloud // Website REFERENCE // Cisco Security Cloud control: https://sign-on.security.cisco.com/ Cisco.com: https://www.cisco.com/site/us/en/solu... // YouTube Video REFERENCE // Rick Miles' video will be linked at a later stage once published. / David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 01:29 - Intro 02:20 - Demo Overview 03:57 - Demo Begins 09:35 - Adding Guardrails 11:45 - Secure Workloads 14:30 - Segmentation Workflow 18:33 - Overviewing Finance App 21:02 - Encrypted Visibility Engine 24:34 - Firewall Obversability and Control 25:44 - Ant's Advice For The Youth 26:40 - How to Learn Hybrid Mesh Firewall 28:16 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscolive #ciscoemea

Cisco is bringing renewed focus to wireless certifications — and major updates are coming in March 2026. In this episode of the Cisco Learning Network Podcast, Cisco Learning Network Community Manager Tanner Swift sits down with Andrew Richter, Content Engineering and Program Management lead focused on Wireless and Enterprise Networking, to discuss what's changing across the wireless certification track. Together, they break down the introduction of the new Wireless Core exam, updates to the CCNP Wireless pathway, changes to the CCIE Wireless practical exam, and what these updates mean for current certification holders. They also explore why these changes are happening now, how industry feedback shaped the new direction, and where learners can find study resources to prepare. Whether you're already working toward a wireless certification or just curious about where Cisco wireless learning is headed, this episode gives you the context and clarity you need to navigate the road ahead.

The bottleneck in AI isn't compute anymore, it's the network. In this video, I sit down with Martin, the architect behind Cisco's Silicon One, to discuss the massive leap to 100 Terabits per second. We go deep into the silicon level to understand how "intelligent agents" embedded in the hardware are solving the packet loss problem for massive AI training clusters. We cover the new 1.6T Linear Pluggable Optics (LPO), why Cisco is becoming the "Apple of Networking" by building their own full stack, and why they believe Ethernet has officially won the data center war. Topics Covered: • Cisco Silicon One: The architecture behind the 100Tbps & 51.2Tbps chips. • AI Scale: How to interconnect 128,000 GPUs without stalling. • Hardware Agents: Real-time traffic rerouting at the silicon level. • 1.6Tbps Optics: Moving DSPs out of the module to save power (LPO). • Ethernet vs. InfiniBand: Why standard Ethernet is winning in AI. Big thank you to ‪@Cisco‬ for sponsoring my trip to Cisco Live Amsterdam! // Martin Lund SOCIALS // LinkedIn: / martinlundca // Website REFERENCE // https://blogs.cisco.com/sp/cisco-sili... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 01:09 - Intro 01:42 - Cisco's New Announcement (G200 Chip) 02:32 - How Many Companies Are Doing This? 05:02 - Is Cisco The 'Apple' Of Networking? 07:30 - Intelligent Collective Networking 08:09 - Who Designed The Chip? 08:56 - Cisco's New Optical Module 09:59 - Why Do We Need These Speeds? 15:46 - Data Center Scale 16:50 - Cisco Switches 19:16 - Who Is The Target Audience? 20:23 - Linear Pluggable Optics (LPO) 22:04 – Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscolive #ciscoemea

Heidi Horne is a Stress Strategist, keynote speaker, and Wiley author of The One-Minute Reset, available across Australia. For close to 20 years, she's worked in high-pressure environments where burnout is common and attention is constantly pulled in a hundred directions. Heidi believes that when stress hits, we don't need more theory or another long program. We need something simple, practical, and backed by science. Her work focuses on powerful resets that take 60 seconds or less and can be used right in the moment, before stress hijacks focus, performance, or well-being. Trusted by organisations including Bupa, Rydges, and Cisco, Heidi is also a regular voice across television, radio, and print media. She helps people and teams find calm and clarity when the pressure is real, not later, but right there in it.

Big thank you to Cisco for sponsoring this video and sponsoring my trip to the Cisco Partner Summit San Diego 2025 Imagine trying to run a high-tech hospital inside a giant steel box while floating off the coast of Africa. In this video, we explore the insane engineering challenges behind Mercy Ships from battling Faraday cages to fixing cut fiber cables mid-surgery. // Grady Nichols' SOCIAL // LinkedIn: / gradynichols // Robert Kim's SOCIAL // LinkedIn: / robertgkim // Mercy Ships SOCIAL // LinkedIn: / mercy-ships X: https://x.com/mercyships // Website REFERENCE // https://mercyships.co.za/ https://www.presidio.com/ // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 0:47 - Who is Mercy Ships? // Changing lives 04:00 - Facing challenges 08:48 - Setting up Wi-Fi on the ship 09:28 - Data centers on the ship 11:39 - Attracting donators for Mercy Ships 13:35 - Adding protection in designing in the ship 14:25 - Using AI for efficiency 17:08 - New ship 19:45 - When things go wrong 23:10 - How to support Mercy Ships 24:40 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #wifi #networking

Is AI replacing network engineers? Liz Centoni (Cisco EVP) reveals how Agentic AI is transforming Cisco TAC and network automation. Discover why 77% of support cases are now handled by AI and what this means for your career in 2025. A big thank you to Cisco for sponsoring this video and for sponsoring my trip to Cisco Partner Summit San Diego 2025 // Liz Centoni SOCIAL// LinkedIn: / lizcentoni // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 01:08 - Intro 01:28 - Customer Experience 02:01 - Cisco TAC 02:42 - AI & Agentic AI 05:13 - Usage of Agents 07:15 - Will AI Take Jobs Away? 09:18 - Intelligent Call Routing 13:20 - Challenges with Agents 16:57 - Quantum Computing 18:03 - Liz's Advice for the Youth 19:32 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #ai #agenticai #quantumcomputing

In this video David speaks to Peter Bailey (SVP and GM of Cisco's Security business). AI agents are moving fast inside enterprises, and CISOs are hitting the brakes for one reason: the attack surface is expanding at machine speed. In this interview, we break down how agentic AI changes security, why MCP servers and agent tool access create new risks, and what a zero trust approach looks like when the “user” is a non-deterministic agent. We cover real-world problems like shadow MCP servers, agents touching sensitive systems and PII, and why traditional perimeter controls and firewalls are not enough when traffic is encrypted and actions happen too quickly downstream. You'll also hear what Cisco is doing across the AI lifecycle: AI Defense for model scanning, provenance and guardrails, plus new protections focused on agent identity, dynamic authorization, behavior monitoring, and revocation. On the networking side, we discuss how SD-WAN and secure access (SASE) can add visibility and policy control for AI usage, including prioritizing latency-sensitive AI traffic while still enforcing security. If you're a security engineer, network engineer, or CISO trying to move from AI hype to safe deployment, this video gives you a practical mental model and the controls to start building now. Big thank you to ‪@Cisco‬ for sponsoring this video and for sponsoring my trip to Cisco Live Amesterdam. // Peter Baily' SOCIALS // LinkedIn: / peterhbailey Guest Bio: https://newsroom.cisco.com/c/r/newsro... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 0:30 - Introduction 01:15 - CISOs Problems with AI 02:35 - Real Issues with AI Agents 04:29 - Growth of the Attack Surface 05:34 - Concern of Poisoned AI and MCP 08:09 - What is the Kill-chain 10:16 - AI with Built-in Security 11:56 - Best Practises for AI Security 14:08 - Cisco Innovations for AI 16:48 - Cisco's Red Team for own AI 18:27 - Secure AI in Public Places 20:09 - Should You get into Cyber Security 21:26 - Advice To Your Younger Self 22:29 - Outro Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscoemea #ciscolive

Big thanks to ‪@Cisco‬ for sponsoring this video and sponsoring my trip to Cisco Live Amsterdam. Will AI replace network engineers in 2026? In this video, I sit down with Joe Vaccaro (VP/GM of Cisco ThousandEyes) to reveal the truth about "Agentic Ops" and how it differs from traditional AIOps. We dive deep into the new "Digital Teammate" concept within ThousandEyes and demo exactly how AI agents can autonomously troubleshoot complex network outages (like DHCP and DNS failures) in seconds. Instead of taking your job, Joe explains how these agents act as a force multiplier for your career—handling the tedious "mean time to innocence" tasks so you can focus on architecture. If you are worried about the future of the CLI or manual troubleshooting, you need to see this demo. Key Topics Covered: • Cisco Agentic Ops Explained: Joe Vaccaro breaks down the shift to autonomous reasoning. • ThousandEyes Demo: Watch an AI agent diagnose a DHCP failure and suggest the exact fix (subnet expansion). • Views Explainability: How to troubleshoot "unknown paths" and ISP outages (like AWS/Azure) automatically. • Career Survival Guide: Why Cisco believes AI will train the next generation of CCIE-level engineers, not replace them. //Joe Vaccaro's SOCIAL // Cisco Blogs: https://blogs.cisco.com/author/vaccaroj LinkedIn: / joevaccaro X: https://x.com/joevaccaro X: https://x.com/thousandeyes Website: https://www.thousandeyes.com/ // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 0:42 - Troubleshooting 02:00 - ThousandEyes Updates 03:52 - Demo 1 06:50 - Agentic Steps on a network 07:26 - Demo 2 10:50 - ThousandEyes Outages Page 11:34 - Agents in ThousandEyes 13:49 - New Demands by AI 14:14 - Will AI Replace Network Engineers ? 15:15 - Will The Agents Need a Human in the loop? 16:10 - Will This become More Autonomous ? 16:48 - Conclusion & Outro Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscolive #ciscoemea

A big thank you to Cisco for sponsoring this video. Kamal Hathi (GM at Splunk) reveals "Machine GPT" and explains why standard LLMs fail at processing machine data. Learn how Splunk's new open weights model helps you predict outages and secure networks before they happen. // Kamal Hathi's SOCIAL // LinkedIn: / kamal-hathi // Website REFERENCE // https://www.splunk.com/en_us/blog/lea... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 00:48 - Intro 01:53 - How AI is Trained 03:10 - AI and Machine Data 04:02 - What is Machine GPT? 07:00 - How MachineGPT will help People 08:53 - What MachineGPT Could Tell Us 11:46 - MachineGPT Interface and Splunk 16:50 - About the Splunk Platform and Products 17:46 - The Future of AI and Machine Data 18:43 - AI as an Independent Creator 20:16 - AI and Security 21:51 - Outro Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #machinelearning #sponsored

Deutsche Telekom reveals how they blocked a massive car hack that dropped 100,000 connections instantly. We discuss the truth about 6G, the future of 5G satellites, and securing 240 million devices. A big thank you to Cisco for sponsoring this video and sponsoring my trip to the Cisco Partner Summit San Diego 2025. // Niklas Horstmann SOCIAL // LinkedIn: / niklas-horstmann // Website REFERENCE // https://www.t-mobile.com/ // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 0:44 - Intro 01:35 - Networking & Security 04:22 - Germany's Internet Problems 05:38 - Emerging Technologies 08:30 - Will Cellphones Use Satellite? 09:58 - Intelligent Networks 16:08 - Niklas' Cool Story 18:06 - Niklas' Advice for the Youth 19:11 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #6g #5g #deutschetelekom

Cisco is offering 200+ free training courses to help you master AI and networking. In this interview, we discuss why 78% of tech roles now require AI skills and how to future - proof your career in 2025. // Sponsored SEGMENT // A big thank you to Cisco for sponsoring this video and sponsoring my trip to the Cisco Partner Summit San Diego 2025 // Fran Katsoudas' SOCIAL // LinkedIn: / fkatsoudas // Website REFERENCE // https://www.netacad.com/ // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 0:42 - AI changing career roles 04:03 - The Workforce Consortium // Free training 06:36 - The Networking Academy (NetAcad) 10:12 - Cisco Edge Center // Impact on lives 13:25 - Network is "sexy" 15:07 - Advice for the youth in tech 17:18 - How to stay motivated 18:56 - How NetAcad changes lives 21:56 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscops25 #freetraining

In this interview Vijoy Pandey from Cisco Outshift discusses the "Internet of Agents," the donation of the AGNTCY framework to the Linux Foundation, and the new open-source SRE tool "Cape." Plus, how Swisscom is using agentic workflows to validate networks. Big thanks to Cisco for sponsoring this video and sponsoring my trip to Cisco Partners' Summit 2025 // Vijoy Pandey SOCIALS // LinkedIn: / vijoy X: https://x.com/vijoy // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 00:00 - Coming Up 00:37 - Introduction 01:00 - What is Internet of Agents? 02:11 - The 4 Steps of Internet of Agents 03:25 - Project AGNTCY 04:40 - A DNS of the Agentic Internet 06:07 - To What End is the Agency Stack 07:21 - Use-cases for the Agency Stack 11:28 - The Future of the Agency Stack 12:55 - Guardrails for Agents 13:38 - Timeline for the Integration of Agents 14:51 - Outro Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #agenticai #agntcy #cisco ‪@Cisco‬

Data centers are wasting 70% of their power. Discover how Immersion Cooling and Fault-Managed Power (Class 4) are solving the AI energy crisis in 2025. In this video, we explore why we are drowning servers in oil and the new skills network engineers need to learn. Big thank you to Cisco for sponsoring this video and sponsoring my trip to the Cisco Partner Summit San Diego 2025 // Denise Lee's SOCIALS // Cisco Blogs: https://blogs.cisco.com/author/deniselee LinkedIn: / deniseleeyeh X: https://x.com/deniseleeyeh // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 0:47 - Addressing water and power usage in data centers 03:17 - Fault managed power explained 05:45 - Saving energy in data centers // Immersion cooling 10:22 - Addressing noise issues from data centers 11:56 - The cons of a data center 13:36 - Optimizing data centers 14:37 - Advice for the young generation 17:23 - More data centers and more jobs 18:50 - Sustainability for data centers 20:57 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #sponsored #ciscops2 @Cisco ​

Big thanks to Cisco for sponsoring this video and sponsoring my trip to Cisco Partners' Summit 2025 // Anurag Dhingra SOCIALS // Cisco Blogs: https://blogs.cisco.com/author/anurag... X: https://blogs.cisco.com/author/anurag... LinkedIn: / anurag-dhingra // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 0:34 - Intro 01:55 - How is AI Affecting Networking 03:55 - Agentic AI 07:05 - Cisco Agents 09:15 - Cisco Evolving Devices 12:16 - Local AI in Manufacturing Companies 13:17 - Edge AI (Cisco Unified Edge) 16:00 - Practical Use of AI Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #agenticai #cisco #ciscops25

Cisco just announced massive changes for 2026, including free AI training, a new Ethical Hacking certificate, and the return of the Wireless track. In this video, I sit down with Ryan and Lacey from Cisco to break down the biggest updates to the certification portfolio since 2020. Whether you are looking to break into Red Teaming with the new Ethical Hacker track, recertify your CCNA/CCNP using free CE credits, or master the new AI infrastructure, this guide covers everything you need to know to level up your career for free. What's Inside: • Free AI Training: How to get 16+ CE credits through the new RevUp program. • Ethical Hacking: Details on the new "Red Team" certificate and where to find the free course. • Wireless is Back: The return of the CCNP and CCIE Wireless tracks. • Cybersecurity Overhaul: CyberOps is evolving into CCNA/CCNP Cybersecurity. • Recertification Hack: How to use these free courses to renew your existing certifications without paying for exams. Big thank you to Cisco for sponsoring my trip to Cisco Live Amsterdam // FREE courses // Cisco AI Technical Practitioner | AITECH: https://u.cisco.com/paths/cisco-ai-te... Cisco AI Business Practitioner | AIBIZ: https://u.cisco.com/paths/cisco-ai-bu... Free Ethical Hacking Course: https://www.cisco.com/site/us/en/lear... Understanding Cisco Network Automation Essentials (DEVNAE): https://learningnetwork.cisco.com/s/f... Blog entry about Rev Up: https://learningnetwork.cisco.com/s/q... // Other courses - NOT free // Cisco Silicon One for AI Networking | DCSOAI: https://u.cisco.com/paths/cisco-silic... Enhancing Cisco Security Solutions with Splunk | ECSS: https://u.cisco.com/paths/cisco-splun... Cisco Silicon One for AI Networking | DCSOAI: https://u.cisco.com/paths/enhancing-c... CCNA Automation: https://www.cisco.com/site/us/en/lear... Programming for Network Engineers | PRNE: https://u.cisco.com/paths/programming... // Ryan Rose's SOCIAL // LinkedIn: / ryanrose3 Cisco Blogs: https://blogs.cisco.com/author/ryanrose X: https://x.com/RyanRose // Lacey Senko SOCIAL // LinkedIn: / laceycsenko // Websites and YouTube Channel links // Career Map / Path: https://www.cisco.com/c/dam/en_us/tra... Learn Cisco: / @ciscoutube Cisco U: https://u.cisco.com/ Cisco Networking Academy: https://www.cisco.com/site/us/en/lear... Cisco Learning Network: https://learningnetwork.cisco.com/s/ Netacad: https://www.netacad.com Cisco Learning Community: https://learningnetwork.cisco.com/s/ Free Ethical Hacking Course: https://www.cisco.com/site/us/en/lear... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming Up 0:36 - Introduction 0:48 - Rev Up Updates 02:36 - What are CE Credits? 03:27 - Cisco Learning Network Community 06:14 - How Cisco CCNA Changes Lives 07:06 - Cisco Live Announcements Training 12:04 - Navigating Cisco Learning Network Site 14:25 - CiscoU Free Account 14:49 - Cyber & AI Security Learning Track 17:16 - Ethical Hacker Certificate 19:16 - Everything under the Learn with Cisco Brand 21:20 - Passing of Knowledge through Cisco 23:13 - Where Does a Person Start? 24:35 - Parting Words Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscolive #ciscoemea

Is this the most powerful network switch ever built? In this interview from Cisco Live, we look at the new generation of Cisco 8000 and Nexus switches capable of routing 100 Terabits per second. We break down why AI data centers are forced to move from air cooling to liquid cooling, and how a single switch chassis can now handle the equivalent mobile traffic of 100 million people. AI models are growing faster than the infrastructure can keep up. To solve this, the network switch had to evolve. In this video, I talk to Will from Cisco about the engineering challenges of building the "G300" generation of switches, hardware so dense that air cooling is no longer enough. We discuss the massive architectural shift occurring in data centers, where Liquid Cooled Switches are becoming the new standard to support 1.6T Ethernet ports and massive GPU clusters. Key Hardware Topics: • The 100 Terabit Chassis: How Cisco architecture handles massive throughput. • Liquid Cooling: Why switches are adopting "direct-to-chip" cooling just like gaming rigs. • Scale-Out Networking: How these switches manage congestion for AI training jobs (Job Completion Time). • Career Insights: Will manages 5,000 engineers and explains why understanding the physical layer and hardware constraints is a superpower for modern developers. Big thanks to Cisco for sponsoring my trip to Cisco Live EMEA and for changing my life and the lives of many other people. // Will Eatherton SOCIAL // LinkedIn:   / willeatherton Newsroom: https://newsroom.cisco.com/c/r/newsro... // David's SOCIAL // Discord: discord.com/invite/usKSyzb Twitter: www.twitter.com/davidbombal Instagram: www.instagram.com/davidbombal LinkedIn: www.linkedin.com/in/davidbombal Facebook: www.facebook.com/davidbombal.co TikTok: tiktok.com/@davidbombal YouTube: / @davidbombal Spotify: open.spotify.com/show/3f6k6gE... SoundCloud: / davidbombal Apple Podcast: podcasts.apple.com/us/podcast... // MY STUFF // https://www.amazon.com/shop/davidbombal // SPONSORS // Interested in sponsoring my videos? Reach out to my team here: sponsors@davidbombal.com // MENU // 0:00 - Coming up 0:49 - Will Eatherton introduction and projects // Hyperscale, neocloud & enterprises 08:03 - New Cisco hardware // Silicon One G300 13:18 - Data centers + AI + GPUs 16:27 - G300 use case & Cisco Nexus 21:56 - Liquid-cooled switches 24:12 - Networking as a career path 28:41 - Development and opportunities in networking 30:14 - Conclusion Please note that links listed may be affiliate links and provide me with a small percentage/kickback should you use them to purchase any of the items listed or recommended. Thank you for supporting me and this channel! Disclaimer: This video is for educational purposes only. #cisco #ciscolive #ciscoemea

We are popping the champagne for a very special episode! To celebrate the launch of his exclusive new collection with Ballard Designs, the fabulous Carson Kressley joins Caroline, Taryn, and Liz as a special co-host for a 4-part mini-series. And for his first guest? It's none other than his original Queer Eye castmate, best friend, and acclaimed interior designer Thom Filicia. Carson and Thom take a trip down memory lane, revealing the hilarious story of how they first met during the "chemistry test" for Queer Eye for the Straight Guy. Thom opens up about his classical training at the legendary firm Parish-Hadley, his philosophy on "Democratic Design," and why he believes every room needs a mix of price points to feel authentic. Quick Decorating Takeaways: Embrace "Democratic Design": Thom believes great design shouldn't be reserved for the elite. Whether it's a custom piece or a catalog find, good design is accessible at every price point. The magic happens when you mix them together—high and low, old and new. Don't Be Afraid of Brown: Thom and the team discuss the resurgence of brown as a dominant color in interiors. Thom loves using warm, earthy neutrals (like chocolate, rust, and camel) to create spaces that feel grounded, sophisticated, and cozy. Your Home Should Tell Your Story: Authenticity is key. Carson and Thom emphasize that your home should reflect you—not just a showroom. Incorporate personal items, travel souvenirs, and pieces that have history to give your space a unique "fingerprint". What You'll Hear on This Episode: 00:00 Welcome to the Carson Kressley Mini-Series! 01:30 Carson introduces his new collection with Ballard Designs (and the "Cisco" side table) 05:00 Thom Filicia joins the chat: From Syracuse University to Parish-Hadley 12:00 The Queer Eye Origin Story: How Carson and Thom met 20:00 Thom's philosophy on "Democratic Design" and making interiors accessible 28:00 Why you should treat your home like a "laboratory" for creativity 35:00 The "Brown" Trend: Why warm neutrals are taking over 42:00 How to mix high-end antiques with accessible retail pieces 55:00 Carson & Thom's design dynamic: Who steals whose ideas? Also Mentioned: Shop the Carson Kressley Collection at Ballard Designs Thom Filicia | Website Follow Thom on Instagram: @thomfilicia Follow Carson on Instagram: @carsonkressley Please send in your questions so we can answer them on our next episode! And of course, subscribe to the podcast in Apple Podcasts so you never miss an episode. You can always check back here to see new episodes, but if you subscribe, it'll automatically download to your phone. Happy Decorating! Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

Blending AI Efficiency with Human Insight  Shep interviews Vinod Muthukrishnan, Vice President & General Manager of Webex Customer Experience at Cisco. He talks about how AI is moving from a technology tool to a collaborative coworker that helps businesses personalize service, automate routine tasks, and close the customer experience gap.  This episode of Amazing Business Radio with Shep Hyken answers the following questions and more:    How can AI create a human-centered customer experience?  How is artificial intelligence transforming customer service interactions?  What are the most effective ways to use analytics to improve customer support and reduce unnecessary contact center calls?  How can automation help resolve frequent customer complaints, such as long wait times or repetitive interactions?  Why should companies rethink traditional metrics, such as average handle time, when evaluating customer service performance?  Top Takeaways:    AI has evolved from being just a tool to becoming an actual coworker. It can handle routine tasks and take on responsibilities like note-taking during meetings, freeing up a lot of employees' time. This shift is radically transforming how we engage, connect, collaborate, and communicate with customers.  Brand interactions should aim to feel like engaging with a favorite human. The best experiences remember customers' history, never making them repeat themselves, and understanding their unique preferences. They also minimize wait times and meet customers on their channel of choice.  Customers are understanding when they know you genuinely care about their issues and are actively working to resolve them. But if they have to call three times for the same issue, it becomes another problem.   If you use AI to solve problems the right way, you bring customers to your side of the equation. Instead of asking the generic ‘How can I help you?' when they've already called multiple times, AI can help you acknowledge their frustration by providing customer history and knowledge base in real time, and guide you on the next best step to fixing the issue.  Using AI and analytics to predict, prevent, and preempt issues by proactively giving customers the information they need before they even ask creates a seamless experience where people rarely need to call for help.   Call containment and call deflection with AI do not mean companies stop talking to customers. It means letting AI handle routine tasks like password resets or payment verifications, so that when customers reach a human agent, the conversation can focus on more important tasks, like resolving complex issues or exploring new products.  Plus, Shep and Vinod discuss why brands that go “all-in” on AI for customer support often end up reversing their decisions. Tune in!  Quote:   "We have to start looking at AI not as a tool or a product, but as a teammate."    About:    Vinod Muthukrishnan is the VP & GM of Webex Customer Experience at Cisco. He is an expert in AI and innovative technology to transform how brands engage with customers, ensuring experiences are more human and personalized.  Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

Take a Network Break! We start with listener follow-up on data centers in space, and sound the Red Alert about a sandbox failure in Claude Code and a rash of Microsoft zero-days. On the news front, Cisco announces a 102.4Tbps switch ASIC in its Silicon One line of homegrown chips, and adds AI agent monitoring... Read more »

Kiren Sekar (CPO @ Samsara) joins us to deconstruct the "Innovation Engine" behind Samsara, and how this system drives real-world impact and ROI across their products. We explore Samsara's decade-long compound product strategy and the mechanics of accelerating feedback loops in an era where the primary bottlenecks shift from code generation to customer feedback and absorption of change. Kiren details how their data flywheel expands the aperture of what is possible to build and we dive into the system of customer-driven innovation: advisory boards, “spark sessions” to test hypotheses and gain unfiltered feedback. Plus we talk about the power of embedding engineers in frontline environments (from truckyards to construction sites) to cultivate “taste,” customer empathy and trigger non-linear ideas. ABOUT KIREN SEKARKiren Sekar is the Chief Product Officer at Samsara (NYSE: IOT), where he has helped lead the company from a hardware-hacking startup in a basement to a global leader in Connected Operations with over $1.5B in ARR. An early leader at Meraki (acquired by Cisco for $1.2B) and an Apple veteran with multiple patents, Kiren specializes in the rare intersection of hardware, massive-scale data, and AI. He is the architect of a platform that now processes trillions of data points for the industries that keep the world running—trucking, construction, and logistics. This episode is brought to you by Retool!What happens when your team can't keep up with internal tool requests? Teams start building their own, Shadow IT spreads across the org, and six months later you're untangling the mess…Retool gives teams a better way: governed, secure, and no cleanup required.Retool is the leading enterprise AppGen platform, powering how the world's most innovative companies build the tools that run their business. Over 10,000 organizations including Amazon, Stripe, Adobe, Brex, and Orangetheory Fitness use the platform to safely harness AI and their enterprise data to create governed, production-ready apps.Learn more at Retool.com/elc SHOW NOTES:Real-world ROI The Intersection of Bits and Atoms: How Samsara supported customers through a once-in-a-century snowstorm using real-time AI insights (3:59)The Practicality Filter: Why low-margin, high-utility businesses are the best "BS detectors" for product builders (9:25)Deconstructing the compound product strategy: 10 years of feedback loops, scaling empathy, and technical capabilities (10:53)Accelerating your innovation flywheel, customer and product feedback loops (14:39)The New Bottleneck: Why writing code is no longer the constraint, and how to optimize for customer absorption of change (19:58)The Data Flywheel: Leveraging trillions of proprietary data points to solve new problems and expand your innovation engine into new capabilities (23:36)Embedding engineers in customer problems: Why there is no substitute for engineers seeing the frontline environment firsthand (29:56)How customer empathy and "taste" amplify the benefits of AI coding agents (33:26)Building a system of customer-driven innovation: Utilizing Advisory Boards and "Spark Sessions" to turn 10,000+ customers into co-creators (37:40)Rapid fire questions (47:50)This episode wouldn't have been possible without the help of our incredible production team:Patrick Gallagher - Producer & Co-HostJerry Li - Co-HostNoah Olberding - Associate Producer, Audio & Video Editor https://www.linkedin.com/in/noah-olberding/Dan Overheim - Audio Engineer, Dan's also an avid 3D printer - https://www.bnd3d.com/Ellie Coggins Angus - Copywriter, Check out her other work at https://elliecoggins.com/about/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PODCAST LAS NOTICIAS CON CALLE DE 16 FEBRERO DE 2026 - Gobernadora no pidió a Hacienda investigar traqueteo de centro de inspección de la secretaria de Vivienda Pelosi empuja a Gavin Newsom para presidente - Axios No hay microchips en el mundo, Google, Open Ai, Tesla, Cisco, Amazon y otros anuncian que no hay suficientes - Bloomberg 2-3 tasas de café baja posibilidad de demencia tras estudio de 130 mil personas - Harvard Trump empuja plan de 5 billones para Gaza - Economist Jefe de la policía dice que necesita 3 mil policías - El Vocero El crimen de haber autorizado comida ultra procesada es bestial dice ex jefe de la FDA - CBS 60 Minutes Jadhiel Cedeño Gómez el candidato de MVC que desgració al partido con cargo de explotación sexual infantil - El Vocero   Mucha gente debe dinero, pero no llegan a 90 días de deudas dice informe de atraso hipotecario, carros - El Vocero Se quedaron con las ganas las instituciones sin fines de lucro tras quitarle 350 millones federales para energía renovable y darla a Gas Natural de la gobernadora- El Nuevo DíaPiden que para poder sancionar a abogados tengan que los querellantes tener legitimación activa - El Nuevo Día Pelea entre Miguel Romero y la AAA continúa, pero la AAA dice que es que ahora están arreglando cosas permanentemente - El Nuevo Día Bad Bunny se ofreció a pagar el seguro de Lindor y de Correa, confirman los dos - El Nuevo DíaJunta dice que no puede aprobar contrato de Power Expectations por energía temporera no es un contrato que se pueda confiar en los datos presentados - El Nuevo Día Nos quedamos otra vez sin SNAP - El Nuevo DíaProyectos contributivos siguen detenidos, aunque siguen anunciando - El Nuevo Día Bajan las bodas en 30%, pero la industria sigue trayendo gente de fuera a casarse en PR - El Nuevo Día3 millones más para Baños de Coamo a ver si ahora sí los arreglan - El Nuevo Día Wanda Vázquez logra nuevo break, Supremo le da tiempo - Primera Hora6 asesinatos en el weekend - Primera Hora Hay momentos en los que no necesitas solo respuestas sino tranquilidad y apoyo. En Universal Group combinamos tecnología avanzada con el Toque Humano que te da calma y te responde al instante. Universal: Auspiciador oficial del equipo de Puerto Rico en el World Baseball Classic.Incluye auspicio 

In this episode, Ben and Jay discuss various topics related to the tech industry, focusing on hyperscalers, cloud computing, and the memory market. They analyze the earnings of Nebius and CoreWeave, the implications of heavy asset businesses, and the dynamics of AI and memory. The conversation also covers the performance of Applied Materials and networking companies like Cisco and Arista, highlighting the challenges and opportunities in these sectors.

Our topic today is building and running network workflows. If your network workflows live in a spreadsheet, a SharePoint document, or in your head, you really need a workflow manager. A workflow manager brings scalability, repeatability, and consistency to your network operations team. In this sponsored episode, we discuss Cisco Crosswork Workflow Manager. Our guests... Read more »

Our topic today is building and running network workflows. If your network workflows live in a spreadsheet, a SharePoint document, or in your head, you really need a workflow manager. A workflow manager brings scalability, repeatability, and consistency to your network operations team. In this sponsored episode, we discuss Cisco Crosswork Workflow Manager. Our guests... Read more »

Scott talks with Mark Gebert from Verizon about something that sits at the heart of every reliable enterprise network: testing. Automation is moving fast in the telco world, but automation without testing is just an accident waiting to happen. They unpack what makes enterprise service provisioning so complex—multi-vendor networks, optical and IP gear, security functions,... Read more »

Our topic today is building and running network workflows. If your network workflows live in a spreadsheet, a SharePoint document, or in your head, you really need a workflow manager. A workflow manager brings scalability, repeatability, and consistency to your network operations team. In this sponsored episode, we discuss Cisco Crosswork Workflow Manager. Our guests... Read more »

Scott talks with Mark Gebert from Verizon about something that sits at the heart of every reliable enterprise network: testing. Automation is moving fast in the telco world, but automation without testing is just an accident waiting to happen. They unpack what makes enterprise service provisioning so complex—multi-vendor networks, optical and IP gear, security functions,... Read more »

On this live episode of Right On Radio host Jeff opens with a Friday the 13th aside and the show's Word on Word segment, then pivots into a long-form reaction to the explosive Pam Bondi hearing related to the Epstein case. Jeff recaps the hearing highlights, analyzes Bondi's courtroom tactics, and walks listeners through key clips and exchanges — including questions from Representatives Thomas Massie, Chip Roy and others — about investigations, alleged co-conspirators, and the unredacted files Congress members reviewed in secure DOJ/FBI spaces. The program explores how members of Congress accessed documents in a SCIF, the political dynamics Jeff sees between both parties, and why some clips are going viral while others are being ignored. He plays and reacts to several audio excerpts and frames broader media coverage (including mainstream and alternative outlets), arguing the story is gaining momentum and could reach a tipping point. Jeff also covers several sensational claims and theories that surfaced in the episode: references from the Epstein files that Jeff discusses on-air (including names allegedly appearing in documents), an audio excerpt tied to a strange claim about Joe Biden, and an analysis of mainstream news focus such as the Savannah Guthrie story and related allegations about her husband's firm. These segments are presented as the host's reporting, reactions and speculation about connections and timing. Mid-show Jeff brings a surprise live call and interview with guest Cisco Wheeler. Cisco shares a personal testimony about faith, healing, spiritual warfare and the importance of repentance, Bible reading and being grounded in Christ. She describes joining Right On Radio's volunteer community, the “Can't Sleep Club,” recounts miraculous encounters and salvations, and talks about spiritual topics Jeff plans to explore further — including the “men of renown,” Nephilim-related warnings, and practical counsel for believers facing turbulent times. The episode closes with book recommendations (Cisco's Behold a White Horse is highlighted), a community prayer invitation for Saturday night, and Jeff's final reflections urging listeners to stay informed, rooted in Scripture, and connected to the Right On Radio community. Want to Understand and Explain Everything Biblically?  Click Here: Decoding the Power of Three: Understand and Explain Everything or go to www.rightonu.com and click learn more.  Thank you for Listening to Right on Radio. Prayerfully consider supporting Right on Radio. Click Here for all links, Right on Community ROC, Podcast web links, Freebies, Products (healing mushrooms, EMP Protection) Social media, courses and more... https://linktr.ee/RightonRadio Live Right in the Real World! We talk God and Politics, Faith Based Broadcast News, views, Opinions and Attitudes We are Your News Now. Keep the Faith

New York State Assemblymember Alex Bores (D) has garnered national attention for his plan to regulate AI, both in New York and across the nation. He explains his view that regulation could support American competitiveness, rather than hinder it. Restaurant Brands chairman Patrick Doyle has a unique view of consumers through the Burger King, Popeyes, and Tim Hortons brands. After years of implementing an effective tech strategy at Dominos, Doyle discusses his plans for fast food innovation. Plus, Emily Wilkins reports on the House's vote to overturn President Trump's tariffs on Canada, Cisco stock dropped 7% after earnings, and Corning stock is outperforming its own recent history. Emily Wilkins - 09:28Patrick Doyle - 21:16Asm. Alex Bores - 29:18 In this episode:Alex Bores, @AlexBoresEmily Wilkins, @emrwilkinsKelly Evans, @KellyCNBCSteve Liesman, @steveliesmanBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a look at inflation - including a new alternative data source cited by the Treasury - ahead of tomorrow's CPI report. Citi Wealth's CIO joined the team with more on what it all could mean for markets, and possible rate cuts ahead... Before the team did a deep-dive on software: spanning the names worth buying here, according to a longtime veteran in the space (who's also in investor in Anthropic) - and what the AI buildout means for private credit as concerns grow over possible contagion risks... Goldman's Head of Corporate Credit is bullish as ever here. Plus: more on the day's biggest earnings reports - spanning exclusive commentary from the CFO of McDonalds, to what the street's saying about Cisco's numbers (as shares look for their worst day since April of last year).  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Michael Santoli discussed the markets and sectors that are thriving in wake of the recent pullback in tech. Add commercial real estate stocks to the list of equities hit by AI fears. Shares of Cisco down sharply as guidance on soaring memory chip costs overshadowed a Q2 earnings beat. McDonalds posted better-than-expected quarterly results, citing its emphasis on value meals and affordability. The anchors reacted to the House's passage of a resolution to overturn President Trump's tariffs on Canada. Also in focus: What the CEO of FedEx told CNBC ahead of the company's investor day, AppLovin's earnings and the slump in software stocks, a $13.5 billion deal to create a transatlantic asset-management giant. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Major indexes were flat to lower yesterday as rate cut hopes fell on a stronger-than-expected jobs report. Investors mull earnings from Cisco and McDonald's and await Friday's CPI.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0128-0226) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adam Coons and Ron Westfall break down Cisco (CSCO) earnings as the stock falls more than 10% post-report. Ron thinks that they're in a “solid position further out,” expecting them to take advantage of AI spending this year. Adam thinks the big story is margins, as they saw a decline in gross margins due to rising memory costs and expect this to be a continuing issue.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

Cisco president and CPO Jeetu Patel speaks with a16z cofounder Marc Andreessen about why AI may finally break a 50-year productivity slump—and what's at stake if America doesn't win the race. They discuss where value will accrue in the AI stack, why open source complicates the US-China competition, and what's blowing Andreessen's mind right now. Resources:Follow Marc Andreessen on X:  https://twitter.com/pmarcaFollow Jeetu Patel on X: https://twitter.com/jpatel41 Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.     Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dr. Alan Barnard is one of the world's foremost experts on decision science and the Theory of Constraints (TOC). He's the Founder and CEO of Goldratt Research Labs, which he co-founded in 2008. Over three decades, Alan has helped leaders in organizations like Microsoft, Nike, Cisco, Tata Steel, SAP, and the UN find the leverage points that turn impossible problems into sustainable breakthroughs. Dr. Barnard is also the author of From Fragile to Robust to Anti-Fragile, a groundbreaking book on how individuals and organizations can use stress, complexity, and change to grow stronger under pressure. Dr. Barnard joined host Robert Glazer on The Elevate Podcast to talk about how to be anti-fragile in an unpredictable world, building resilience, thriving under constraints, and more. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠masterclass.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Framer: ⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevatefree⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanguard: ⁠⁠vanguard.com/audio Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it really take to move AI from experimentation into something enterprises can trust, scale, and rely on every day? In this episode of Tech Talks Daily, I'm joined by Rob Lay, CTO and Solutions Engineering Director for Cisco UK and Ireland, recorded in the run-up to Cisco Live EMEA in Amsterdam. As agentic AI dominates conference agendas on both sides of the Atlantic, this conversation steps away from model hype. It focuses on the less glamorous, but far more decisive layer underneath it all: infrastructure. Rob explains why the biggest constraint on scaling AI agents in production is no longer imagination or ambition, but the readiness of the environments those agents run on. We talk about how legacy technical debt, latency, fragmented networks, and disconnected security tools can quietly undermine AI investments long before leaders see any return. As organizations move out of pilot mode and into real execution, those cracks become impossible to ignore. A big part of the discussion centers on why AI changes the relationship between network, compute, and security teams. Traditional silos struggle to keep up as autonomous systems make decisions at machine speed. Rob shares how Cisco is approaching this shift through tighter integration across the stack, with security designed directly into the network rather than bolted on later. When AI agents act independently, routing everything through centralized chokepoints does not hold up. We also explore how operational complexity is evolving. Tool sprawl is already overwhelming many IT leaders, and agent sprawl is clearly coming next. Rob outlines Cisco's platform strategy, including how agent-driven operations, human oversight, and context-aware automation are shaping a new approach to day-to-day resilience. This leads into a wider conversation about digital resilience as a business issue, where visibility, assurance, and learning from incidents matter more than static continuity plans that only get tested once a year. For European leaders in particular, data sovereignty and control remain at the forefront. Rob explains how Cisco is responding with flexible deployment models, local data residency options, and air-gapped environments that support AI innovation without forcing customers into a single rigid operating model. We close by looking at where enterprises are actually seeing value today, where expectations are still running ahead of reality, and what leaders attending Cisco Live should really be listening to as announcements roll in. If you are responsible for infrastructure, security, or technology strategy in an AI-driven organization, this conversation offers a grounded view of what needs to be ready before agents can truly deliver on their promise. As AI-powered systems start to move faster than most roadmaps anticipated, are you confident the foundations underneath them are ready to keep up, and what would you change if you were starting that journey today? Useful Links Connect with Rob Lay Cisco Live Follow Cisco on LinkedIn

Take a Network Break! We start with a trio of follow-ups, including a correction regarding Mplify certifications, Cisco proposing new OSI layers, and free-space optics. Our Red Alert sounds off about a remote code execution vulnerability in the Ivanti Endpoint Manager Mobile agent. On the news front, Broadcom announces new silicon for wireless APs for... Read more »

Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month's installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert's nickname at The Motley Fool) explain how to calculate and automate the amounts you need to pay off your debts, build a safety net, and save enough to accomplish your financial goals.Also in this episode:-While many tech stocks struggle, energy stocks are gushing-The bond market has struggled mightily since the pandemic, but the future looks brighter-Cisco finally surpasses its previous high reached in March of 2000-Accomplish the financial tasks that are sticking in your craw – your bottom line and your peace of mind will thank youHost: Robert BrokampGuest: Stephanie MariniEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices