Podcasts about cisco

Evil MSI Background: BASE64 Statistical Analysis https://isc.sans.edu/diary/Evil%20MSI%20Background%3A%20BASE64%20Statistical%20Analysis/33072 Cisco Catalyst SD-WAN Manager Arbitrary File Write Vulnerability https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-sdwan-arbfw-c2rZvQ TSME/SME not activating on Ryzen 7 9700X https://github.com/AMDESE/AMDSEV/issues/292 Deep-Research Agents Can Be Poisoned via User-Generated Content https://arxiv.org/pdf/2605.24245 My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

What does strategy look like when the technology industry seems to change every few months? Recorded at Cisco Live, this episode features Ammar Maraqa, Cisco's Chief Strategy Officer, whose role spans corporate strategy, mergers and acquisitions, venture investments, technology incubation, strategic partnerships, and long-term planning. Few people have a broader view of where the technology industry is heading and how companies can position themselves for what comes next. During our conversation, Ammar shares why he believes many organizations are thinking about AI the wrong way. Rather than viewing it as a productivity tool or cost-saving exercise, he argues that AI represents a much deeper shift in how work gets done, how organizations operate, and how leaders should think about growth. We explore Cisco's approach to strategy in an era defined by constant disruption, including why the company focuses on testing assumptions rather than repeatedly changing direction. Ammar also explains how Cisco uses a combination of building, acquiring, partnering, investing, and incubating to accelerate innovation and stay close to emerging technologies. The discussion also examines what Cisco learns from engaging with startups, entrepreneurs, venture investors, customers, and partners around the world. From advances in AI infrastructure and silicon to agent orchestration, observability, security, and enterprise adoption, Ammar shares the themes he believes deserve the closest attention from business leaders today. We also discuss one of the biggest challenges facing organizations: the growing gap between what AI is capable of and what companies are actually prepared to adopt. Ammar explains why infrastructure, data, security, workflow redesign, and organizational change remain essential ingredients for success, regardless of how powerful the underlying models become. Along the way, he offers insights into business model disruption, the future of enterprise software, and why some companies successfully reinvent themselves while others struggle to adapt. If you're interested in strategy, innovation, AI adoption, or the forces shaping the next decade of enterprise technology, this conversation provides a thoughtful perspective from someone helping guide one of the industry's most influential companies through a period of extraordinary change. How often does your organization challenge the assumptions behind its strategy, and would those assumptions still hold true if you were making them today?

Today, let's talk about how to counter the rapidly evolving cyber threats facing the transportation industry in this episode with Jaime Lightfoot of Lightfoot Labs and Joe Ohr of the NMFTA! They share the new realities of logistical vulnerabilities, moving beyond abstract ransomware fears to reveal how everyday tools like legacy maintenance software and Electronic Logging Devices (ELDs) are being weaponized as backdoors into critical transport infrastructure. They also breaks down why fleets cannot afford to play catch-up with sophisticated, state-sponsored cybercriminals who exploit software white-labeling and GPS spoofing to manipulate logbooks or orchestrate strategic cargo theft. From simple wired connections during routine garage service to complex wireless interventions while trucks are actively moving on the highway, this conversation serves as a wakeup call emphasizing that asset protection requires continuous, proactive defensive remediation and a rigorous evaluation of every digital touchpoint in your supply chain!   About Jamie Lightfoot Jaime Lightfoot is an independent security researcher, electrical engineer, and full-stack developer with over 12 years of industry experience. She specializes in embedded systems security within heavy trucking, automotive, and other critical infrastructure, helping companies assess vulnerabilities and working with their engineers to fix the gaps.    About Joe Ohr Joe Ohr has more than two decades of experience in technical operations, customer success management, customer support, and product support. Currently serving as the Chief Operating Officer for the National Motor Freight Traffic Association, Inc. (NMFTA)™, he plays a pivotal role in helping to advance the industry through digitization, classification, and cybersecurity. Prior to Ohr's role at NMFTA, he served as in numerous engineering and operations positions at Qualcomm and Eaton, and most recently held the position of Senior Vice President of Operations/Customer Experience at Omnitracs. Throughout his career, Ohr has provided strategic guidance, vision, and a roadmap for addressing long-term customer challenges. He has played a key role in accelerating revenue growth and has collaborated closely with IT, product, and engineering teams to foster stronger partnerships with strategic customers and peers. Additionally, Ohr has overseen post sales customer support and service teams, as well as operations, managing a workforce of over 400 individuals. He holds multiple certifications such as CCNA from Cisco and MCSE from Microsoft and earned his Bachelor of Science in Education from the Ohio State University. Due to his contributions to the industry, he earned a spot in the Inner Circle in 2015 and 2018 from Qualcomm and Omnitracs.  

Why This Episode MattersSabrina Maniscalco is one of the few people in quantum who has lived the full arc: two decades of academic work on open quantum systems and non-Markovian noise at Palermo, Turku, Edinburgh, and Helsinki, followed by founding Algorithmiq with three of her former researchers after an early Qiskit Camp. That trajectory matters now because Algorithmiq just had a landmark stretch — sole winner of the $2M Wellcome Leap Q4Bio prize for a quantum-enabled cancer drug discovery workflow, an €18M Series B, a global HQ move to Milan, and its Tensor Network Error Mitigation (TEM) function landing in IBM's Qiskit Functions catalog.If you're trying to make sense of where quantum software actually creates value before fault tolerance arrives — and what a credible "trajectory to advantage" looks like when paired with real clients in life sciences — this is a grounded, technically specific conversation with someone building it.EPISODE SPONSORThis episode is brought to you by Outshift, Cisco's incubation engine. The need for computational power is rapidly increasing in every sector. From drug discovery to material innovation to complex financial modeling, classical systems are reaching their absolute limits. It's time for a paradigm shift. The answer is a scalable quantum network, built on open standards and vendor-agnostic architecture. By uniting distributed quantum devices, you unlock limitless computational power.Learn more about the Cisco Universal Quantum Switch at Outshift.com.Go deeper with the blog post The switch that quantum networking has been waiting for.What We Get IntoWhy a background in open quantum systems and non-Markovian noise turned out to be unusually well-suited to running algorithms on noisy near-term hardwareThe actual science behind the Q4Bio winning workflow: simulating excited-state dynamics of a photosensitizer drug already in Phase II clinical trials, on up to 100 qubitsHow quantum-boosted DMRG works — and why it gives you a built-in benchmark against the best classical method via the bond dimensionThe tradeoff Sabrina would and wouldn't make between more qubits and lower noise, and why neutral atoms' slower sampling rates matter for chemistryWhy even fault-tolerant algorithms like quantum phase estimation still depend on getting state initialization and measurement rightAlgorithmiq's two-product structure: the Digital Quantum Interface (hardware-agnostic infrastructure) and the life sciences application frameworkHow methods built for chemistry are now opening doors into optimization and GenAI — and why that direction emerged from the work, not from a strategy deckWhat the move from Helsinki to Milan signals about the European quantum ecosystem and Algorithmiq's commercial scale-upHow an active learning pipeline is already proposing novel drug variants for synthesis in Prof. Sherri McFarland's labResources & LinksGuest & CompanyAlgorithmiq — The company Sabrina co-founded with Guillermo García-Pérez, Matteo Rossi, and Boris Sokolov; quantum software for life sciences and chemistry.Sabrina Maniscalco — University of Helsinki Research Portal — Publication record covering open quantum systems, non-Markovian dynamics, and quantum information.Sabrina Maniscalco — AI for Good Bio — Consolidated bio covering academic roles and advisory positions, including IQOQI Austria and CERN's Quantum Technology Initiative.The Q4Bio WinAlgorithmiq Wins $2M Wellcome Leap Q4Bio Prize — Company announcement detailing the photodynamic therapy workflow.Wellcome Leap — Q4Bio Prize Announcement — Funder's perspective on finalists and criteria.IBM Quantum Blog — Q4Bio Finalists — IBM's account of the workflow and quantum-classical integration.Funding & HQ MoveTech.eu — Algorithmiq's €18M Series B and Milan move — Coverage of Italy's largest quantum VC round to date.Quantum Computing Report — Algorithmiq Relocates to Milan — Strategic context including the Q4Bio win and IBM partnership.EU-Startups coverage — Investor lineup and Italy's National Quantum Strategy framing.Quantum Advantage & ToolingIBM Quantum Blog — The Dawn of Quantum Advantage — Includes Algorithmiq's TEM (Tensor Network Error Mitigation) function in the Qiskit Functions catalog.Algorithmiq & IBM Quantum Advantage Tracker — The heterogeneous materials experiment Algorithmiq and IBM put forward as a community benchmark.Silicon Republic interview with Sabrina — Useful prior context on her philosophy of using quantum to simulate quantum systems.Key Quotes & InsightsOn the foundation of the company's approach: "We learned very early what we thought were the bottlenecks of quantum computers — what you really need to worry about if you want to implement computation at scale." A direct line from Qiskit Camp Vermont to Algorithmiq's product strategy.On Q4Bio, in Sabrina's words: "This molecule is already in Phase II clinical trial. So it's not hydrogen. It's a real molecule." A useful counter to the common critique that quantum chemistry demos still live in toy-model land.On quantum-boosted DMRG (insight): In the worst case, the method matches the best classical technique; in the better case, it outperforms it — and the bond dimension tells you which regime you're in. Built-in benchmarking against the classical baseline.On the hardware tradeoff: Asked whether she'd prefer 100 higher-fidelity qubits or 200 noisier ones, Sabrina's answer is "it depends" — and the explanation about why neutral atoms' lower sampling rates limit chemistry use cases is one of the more concrete things you'll hear on platform tradeoffs.On strategy (insight): New verticals at Algorithmiq are ...

Send us Fan MailA lot of leaders talk about resilience. Far fewer can explain how to turn resilience into something a whole team can actually use when the pressure is on. Grant McGaugh sits down with Jason Gallo to trace that shift from a “power through it” mindset to authentic leadership built on tools, trust, and empowerment, shaped by Jason's Brooklyn upbringing and a Grand Canyon moment where the only goal was “five more steps.” From there, we zoom out to the biggest workplace shift many of us will ever live through: artificial intelligence. Jason lays out why AI will surpass the impact of the internet and cloud, how agentic AI changes the way work gets done, and why trust infrastructure matters as much as technical infrastructure. We talk candidly about the anxiety people feel when new tools show up overnight, the adoption curve that follows every major platform change, and what leaders can do right now with training, communication, and the humility to say, “We don't have all the answers.” Jason also shares a practical story from inside Cisco: “corporate camouflage,” the stuffed elephant that gave a room full of executives permission to be heard, and how that kind of vulnerability can unlock real innovation. We dig into mentorship as a “board of directors” (including devil's advocate mentors), representation in tech, and how Cisco is transforming its ecosystem through the Cisco 360 partner program using co-design with roughly 35,000 partners worldwide. We close with a personal reminder on prostate cancer awareness and prevention. If you found this helpful, subscribe, share the episode with a leader navigating AI change, and leave a review. What's one trust-building move your team needs to make this month?Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com.And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/See you next time on Follow The Brand!

Yesterday SpaceX became the largest company ever to go public, in an IPO that values Elon Musk's rocket-and-AI conglomerate at $1.78 trillion. But SpaceX is just the first. Anthropic and OpenAI have both filed to go public, Alphabet has just raised a record $85 billion in new stock, and Meta is reportedly considering doing the same. Goldman Sachs expects as much as $675 billion of new equity to hit the market this year.For two decades the stock market did nothing but shrink — companies stayed private, bought back their own shares, and got taken private by private equity, leaving less and less stock to go around. That era is now over. In this video I look at why all of this is happening at once, what the AI buildout has to do with it, why the SpaceX deal has been such an awkward experience for Wall Street, what the prospectus actually reveals about where the $75 billion is going, and whether any of it is a good investment — with a look back at what happened to people who bought Cisco at the top in 2000.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Podcast: Exploited: The Cyber Truth Episode: Seeing the Invisible: Asset Discovery, Segmentation, and the Reality of OT SecurityPub date: 2026-06-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode of Exploited: The Cyber Truth, host Paul Ducklin is joined by Shane Fry, CTO of RunSafe Security, and Andrew McPhee, Solutions Manager for Industrial Security at Cisco, to examine why visibility is one of the biggest challenges in OT cybersecurity. As industrial environments become more connected, organizations are struggling to identify unknown assets, understand hidden dependencies, and secure systems that were never designed with cybersecurity in mind. McPhee explains how attackers exploit these blind spots, why traditional IT security approaches often fall short in OT environments, and how visibility and segmentation can help reduce risk. Together, they explore: Why asset visibility is the foundation of OT securityHow unknown assets and communication pathways create riskThe differences between active and passive asset discoveryWhy segmentation remains one of the most effective OT security controlsHow IT/OT convergence is expanding the attack surfaceThe role of risk tolerance and risk acceptance in security decisions From manufacturing facilities to critical infrastructure, this episode explores what security teams must understand before they can effectively protect the systems they depend on.The podcast and artwork embedded on this page are from RunSafe Security, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

This week was blessedly free of any major supply chain compromises, so we start by talking about new research from Anthropic on the shrinking window between bug disclosure and exploitation, then we discuss the changing patch schedule for Cisco and how all of this is changing the prioritization process for security teams, and finally we discuss some upcoming episodes and our latest hacker movie podcast on The Conversation.LinksAnthropic research: https://decipher.sc/2026/06/10/anthropic-warns-of-llms-impact-on-already-shrinking-n-day-exploit-gap/Cisco patch change: https://blogs.cisco.com/security/strengthening-the-foundation-a-predictable-customer-focused-response-to-ai-accelerated-vulnerability-discoveryThe Vulnpocalypse: https://thevulnpocalypse.com/

Anthropic has warned about the next phase of 'recursive AI', where agents could become capable enough to build and train models themselves without human intervention. The idea is that “self-improving” armies of agents could create purely AI-run, zero-person companies that optimise while you're sleeping. If that's the story in Silicon Valley, in the UK Katie is at London Tech Week, where everyone from Prime Minister Keir Starmer to AMD's Lisa Su is focused on tech sovereignty and the question of who owns, controls and shapes AI, not just how fast the technology is advancing. Plus, Cisco's Jeetu Patel joins Danny and Katie to discuss the potentially catastrophic consequences of the agentic era for cybersecurity, and share his insights on the trillion-dollar IPOs potentially coming from OpenAI, SpaceX and Anthropic.Is Britain losing the AI race? Get in touch: techpod@thetimes.co.ukProducer: Marnie DukeExecutive Producer: Priyanka DeladiaImage: Getty Hosted on Acast. See acast.com/privacy for more information.

As enterprises expand across multiple cloud environments, on-premise data centers, and dynamic AI workloads, traditional perimeter defenses and siloed cloud-native tools are no longer enough to secure the modern network. In this episode, Ashish sits down with Murali Rathinasamy, Senior Director of Product at Cisco, to break down the next evolution of network security: the Hybrid Mesh Firewall. Murali explains why relying solely on cloud-native firewalls can create visibility gaps, and how unified policy orchestration allows security teams to manage enforcement points seamlessly. He shares a real-world case study of how Multicloud Defense is used to eliminate manual route table configurations and achieve zero-downtime, blue-green upgrades. The conversation also tackles micro-segmentation. Murali breaks down why segmentation initiatives usually stall in "analysis paralysis" and provides a practical, agentless roadmap to reduce your attack surface "one bite at a time". Guest Socials -⁠⁠ ⁠⁠⁠Murali's LinkedinPodcast Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@CloudSecPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Podcast- Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you are interested in AI Security, you can check out our sister podcast -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AI Security Podcast⁠Questions(00:00) Introduction(01:40) Murali Rathinasamy's Background and Role at Cisco(02:30) What is a Hybrid Mesh Firewall?(04:30) Bridging the Skills Gap: NetSec vs. CNAPP/CSPM(06:45) Case Study: Royal College of Surgeons in Ireland (RCSI)(09:40) The Limits of Cloud-Native Firewalls in a Multicloud World(13:30) Securing AI Workloads and Managing the Agent Blast Radius(15:40) Why You Need Unified Policy Orchestration Across Firewall Vendors(17:40) Why Micro-segmentation Fails: Overcoming Analysis Paralysis(24:45) How to Implement Micro-segmentation "One Bite at a Time"(31:30) Detecting and Blocking Prompt Injections with Cisco AI Defense(33:30) Where Does the Hybrid Mesh Firewall Fit in the Tech Stack?

Ever wonder how 80,000 people can upload to TikTok at the exact same time during a halftime show? Or how NFL teams are using AI to draft the next superstar? This week, Kat flies solo (while Ian is off "hosting partners"—sure, Ian, we know you're golfing) to sit down with Bryan Bedford, Cisco's Director of US Commercial Sports, Media, and Entertainment. Bryan shares his hilarious journey from college football coach to tech leader, why massive sports brands actually have tiny IT teams, and how Cisco, NVIDIA, and Splunk are teaming up to build the biometric, hyper-personalized stadium of the future. Plus, Kat teaches a tech executive how to use the 'Do Not Disturb' button. If you want to see what that tech looks like in action, click here: https://www.cisco.com/site/us/en/solutions/industries/sports-media-entertainment/index.html#tabs-9da71fbd27-item-1288c79d71-tab

Flex Ltd., ticker FLEX, surged roughly eighty percent in a single month — and the company hasn't even completed the spinoff that sparked it. Nick and Kasey cover this electronics manufacturing services giant for the first time at Chip Stock Investor, breaking down what drove the run-up, what the proposed spinoff actually is, and whether there is anything left for long-term fundamental investors at today's valuation.Flex is one of the world's largest electronics manufacturing services companies, competing with Foxconn, Jabil, Celestica, and Sanmina across a global footprint spanning over ninety locations in Asia, Europe, the Middle East, Africa, and the Americas. Unlike the perception that contract manufacturing means cheap labor in Asia, Flex's business increasingly runs on automation and robotics — a structural shift that is compressing cost parity across geographies and driving genuine margin improvement. The spinoff is the centerpiece of this episode. Flex is separating its Cloud and Power Infrastructure segment — referred to as SpinCo in the materials — into a standalone company expected to begin trading by the first quarter of calendar year 2027. This segment posted thirty-eight percent year-over-year revenue growth in fiscal year 2026, with guidance pointing to sixty-five to seventy-five percent growth in fiscal 2027 and over eighty percent in fiscal 2028. The business covers critical power products for utility companies, embedded power systems inside data center servers and racks, thermal management solutions that compete in the same market as Vertiv, and cloud power infrastructure for hyperscalers and neo clouds. SpinCo also carries nearly ten percent adjusted operating margins — roughly double the margin profile of the remaining Flex business.What stays with Flex after the split is the larger but slower-growing core: twenty-one billion in revenue across Regulated Manufacturing Solutions, covering healthcare and automotive, and Integrated Technology Solutions serving customers like Cisco, Juniper Networks, now part of Hewlett Packard Enterprise, and Teradyne. Growth there is expected in the low to mid-single digits. Margins are trending in the right direction, but this is not a high-margin business.Nick and Kasey also zoom out on the broader industrial conglomerate breakup theme reshaping the market — from GE Vernova to Honeywell — and how Flex's spinoff fits squarely into that playbook. The prior Flex spinoff, NextPower in 2024, has performed very well for shareholders and gives the SpinCo story some historical credibility. The balance sheet is in reasonable shape for a manufacturer, with enough cash on hand to support bolt-on acquisitions as SpinCo looks to consolidate market share.The valuation discussion is honest: at roughly sixty to seventy times current earnings, this is a momentum trade. The forward picture for fiscal 2028 could look closer to thirty times earnings if growth delivers, but the stock is not cheap by traditional measures.For in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.

Josh Gillick, Senior Director of Creative Marketing at Cisco (WebEx), didn't take a straight line to get where he is—and that's exactly what makes his perspective so valuable. After building his career across freelance and contract work in design, video, storytelling, and brand, Josh eventually stepped into creative leadership roles at companies like WebEx and Cisco. Today, his team owns the creative vision for major productions including Cisco Live and WebEx One, an event his team runs end-to-end. In this episode, host Pius Chan talks with Josh about what it actually looks like to lead a creative team inside a large enterprise—the people challenges, the stakeholder battles, the AI questions everyone is asking, and the hard-won lessons from years of doing it at scale. What You'll Hear: Why being a generalist can stall your career—and the mindset shift required to go from doing everything yourself to leading a team that does it better than youHow Josh hires for creative excellence: why he looks at portfolios before resumes and asks every candidate the same critical questionWhy not everyone should move into management—and why the best companies build paths for senior individual contributors who want to keep creatingThe one thing creative teams owe their internal stakeholders, forever: education, without ego, and without expecting it to ever be "done"A proven framework for presenting creative work to difficult executives—how to get them to stop interrupting and start listeningHow Josh is approaching AI at an enterprise scale: the evaluation framework his team uses, why accuracy and legal compliance come first, and why he's treating right now as a re-education phase rather than a revolution This podcast is brought to you by Lumen5, a video creator made by marketers, for marketers. Easily make videos for content marketing, thought leadership, and brand awareness in a snap. Use code SUPERCHARGE for 20% off your first 3 months at lumen5.com.

How prepared is your organization for threats that move faster than people can respond? At Cisco Live, I sat down with Bhaskar Jayakrishnan, Senior Vice President of Engineering for Cisco Customer Experience, to discuss a reality facing technology leaders everywhere: attackers are increasingly operating at machine speed while many organizations are still relying on processes designed for a very different era. Our conversation explores what Cisco describes as the defense velocity gap and why traditional approaches to patching, remediation, and risk management are becoming harder to sustain as environments grow more complex. Bhaskar explains how organizations are shifting from reactive security practices toward more continuous approaches that focus on visibility, resilience, and operational readiness. We also discuss one of the biggest long-term challenges facing the industry: quantum computing. While many organizations still view quantum threats as a future problem, Bhaskar explains why preparations need to begin now, particularly when it comes to crypto agility and the risks associated with "harvest now, decrypt later" attacks. Another major theme throughout our discussion is AI. Bhaskar shares lessons learned from Cisco's own experience deploying AI across a workforce of more than 20,000 employees and explains why successful adoption often depends less on the technology itself and more on data quality, workflow design, and organizational trust. Along the way, we explore resilience, modernization, automation, and what it takes to prepare an organization for a future where both opportunities and threats are arriving faster than ever before. If you're trying to understand how cybersecurity, AI, and quantum computing are reshaping the responsibilities of today's technology leaders, this conversation offers practical insights from someone helping organizations tackle those challenges every day. Are today's security and operational models ready for a world moving at machine speed, or is it time for a completely different approach?

The federal government's human capital arm added several new industry partners to its Tech Force hiring effort Monday as the program begins to take root in agencies. The new batch of companies is Cisco, Scale AI, Wiz, Arista Networks, Armada, Cognition AI, Cognizant, Payward, and Moveworks, per a release from the Office of Personnel Management. They join a cohort of a couple dozen companies that are already part of the program's industry support, including OpenAI, Google Public Sector, xAI, and Palantir. “These partnerships bring world-class engineering expertise into public service and create a stronger pipeline between industry and government at a moment when modernizing federal technology has never been more important,” OPM Director Scott Kupor said in a written statement Monday. According to the release, the companies will provide training resources and programming, as well as their own employees who they'll nominate for temporary federal service. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

SpaceX is going public and everyone is talking about it. Neighbors, friends, group chats... the excitement is real. But most of the conversation is missing the most important question: what are you actually paying for? In this episode of Financial Commute, host Chris Galeski sits down with CEO and Partner Jeff Sarti to break down the SpaceX IPO from a valuation standpoint. Recorded on June 8th, this is the conversation the headlines are not having. Chris and Jeff walk through what price to sales ratio means, why a $10 stock is not cheap and a $1,000 stock is not expensive, and what history tells us about companies trading at extreme valuations. The story is incredible. The price is another matter entirely.  Key Takeaways Stock price tells you nothing about value. A $10 stock is not cheap and a $1,000 stock is not expensive. What matters is the underlying valuation — and SpaceX at roughly 100 times price to sales is extreme by any historical measure. A great company is not automatically a great stock. Rivian grew its revenue 100 times over and is still down 90% from its IPO price. Cisco was the largest company in the world during the dot-com boom and collapsed 90% — taking 27 years to recover. Growth does not guarantee returns at any price. 100 times price to sales is not a growth premium — it is speculation. The S&P 500 is currently at an all-time high of roughly 3.5 times price to sales. SpaceX is trading at nearly 30 times that. Even if SpaceX fell 80% from its IPO price, it would still be more expensive than Nvidia on a price to sales basis. Volatility is near-certain even in good outcomes. Facebook fell 50% within six months of its IPO before going on to become one of the most valuable companies in the world. Buyers of the SpaceX IPO should expect a similarly turbulent ride regardless of the long-term outcome. 

Beyond the Fiber - S1E4 - Voice of the Customer with Fidium Fiber by Cisco

Thirty-five years ago, there was no AI, no cloud, no smartphones—and no contract. Just a handshake. In this special episode of Shift Happens, Jeff Edwards sits down with John Van Der Vyver (NTT DATA) and Tony Meredith (Cisco) to explore one of the most successful and enduring partnerships in technology. What started with a handshake in South Africa grew into a global relationship spanning 50 countries, serving 75% of the Fortune Global 100, and helping customers navigate every major technology shift—from networking and the internet era to sustainability, AI, energy, and beyond. But this isn't a story about revenue, contracts, or transactions. It's a story about trust. About showing up when things get hard. About taking risks together, solving problems that matter, and building a partnership that has thrived through 35 years of relentless change. Why Listen?

Join Cisco CTO of Wireless Matt Macpherson to explore the future of Wi-Fi, AI, and enterprise networking. Live from the bustling floor of Cisco Live, we sit down with Matt Macpherson, Cisco's CTO of Wireless, to explore the rapidly evolving landscape of connectivity. In this episode, our Cisco Champions dive deep into the latest advancements in wireless technology, tracing the evolution of Wi-Fi from its foundational roots to the cutting-edge capabilities of today's networks. Throughout the discussion, Matt shares exclusive insights into Cisco's recent product and technology announcements, detailing how the company is driving innovation to meet the demands of a hyper-connected world. From the impact of new standards to the strategic role Cisco plays in shaping the future of enterprise and industrial wireless, this conversation is a must-listen for anyone looking to stay ahead of the curve in networking. Key Topics Covered: The Evolution of Wi-Fi: A retrospective on how wireless standards have transformed the modern workplace. Cisco Live Highlights: An inside look at the most significant announcements made during the event. The Future of Wireless: How Cisco is leveraging AI, automation, and security to redefine wireless performance. Cisco's Strategic Vision: Insights from the CTO on the challenges and opportunities in the wireless market. Tune in to hear how the experts are navigating the next generation of wireless connectivity and learn how Cisco is building a more resilient, intelligent network infrastructure. Insider guests: Dan Jones, Solutions Engineering Director, Hamina Wireless Maikel van der Roest, Sr. Network Specialist Sebastian Kozankiewicz , Network and Voice Architect, NORMA Group Tony Dous, Network Security Section Head, Wadi Degla Holding Explore Cisco Wireless Solutions : https://www.cisco.com/site/us/en/products/networking/wireless/index.html Discover how Cisco is transforming industries with cutting-edge technology and business-driven innovation.

If you've ever shouted “just let me talk to a person” at a chatbot, this one's for you. Jeannie Walters is joined by special cohost Brandon McGovern, Senior Director of Customer Experience at HP, to pressure-test the biggest question in AI customer service right now: how do we automate without breaking trust?We start with a headline that feels like a warning label. Norse Atlantic Airways offers dirt-cheap tickets, but customers say there's a catch: customer support is so locked behind tech that getting help can become impossible. We unpack why this isn't simply a “tech problem,” but a governance and leadership problem. When companies remove phone numbers, skip the escape hatch, and ignore high-emotion journeys like refunds and disruptions, they don't just frustrate people, they create financial harm and open the door to fraud.Then we zoom out to the enterprise reality. Cisco's line that adopting AI is “like surgery without the drugs” is painfully honest, and it frames the messy middle many CX teams are living through. We talk about why rushing to automate tasks can amplify mistakes, how to redesign workflows around outcomes, and why “faster” is the wrong North Star compared to what's now possible. Along the way, we dig into authenticity, rising customer expectations, and why AI is killing the illusion of fine print as customers use their own tools to read policies and push back.If you're leading CX, contact centers, or digital support, you'll leave with practical guardrails for pilots, measurement, and intent selection. Subscribe, share this with a teammate, and leave a review with the biggest AI question you're wrestling with right now.About Brandon McGovernSenior Director of Customer Experience at HPUnderstanding your customers isn't enough. I build the systems that turn that understanding into outcomes.I'm a Senior Director of Customer Experience at HP, leading enterprise-wide measurement, analytics, and operations that enable the company to understand and act on customer sentiment in real time. I oversee a global Voice of the Customer ecosystem capturing tens of millions of signals annually, translating them into product, service, digital, and brand strategy decisions across the business.My work has delivered double-digit NPS improvements and material revenue impact by shifting CX from a reporting function to an operational and strategic capability - powered by data, automation, and applied AI.Beyond enterprise implementation, I build with AI hands-on - personal projects in game design, product prototyping, and workflow automation using Claude, Lovable, and other tools. Building outside my domain teaches me where AI actually breaks down, which makes me a better architect of AI-powered operating models at work.I bring engineering depth coupled with business leadership (MBA, MS in Electrical Engineering, Stanford executive education), and I specialize in building scalable CX platforms, driving cultural change, and aligning executives around customer-led transformation. Follow Brandon on LinkedIn: https://www.linkedin.com/in/brandonmcgovern/Articles Mentioned:- Norse Atlantic Airways Offers Dirt-Cheap Tickets. There's a Catch (Wired) -- https://www.wired.com/story/norse-airlines-ftc-complaints-ai-scams/- Cisco exec says adopting AI is like 'surgery without the drugs' (Business Insider) -- https://www.businessinsider.com/cisco-ai-adoption-customer-service-2026-5- Dissatisfied: Three-fourths of AI customer service rollouts are a letdown (The Register) -- https://www.theregister.com/ai-ml/2026/05/13/ai-customer-service-bots-get-rolled-back-at-74-of-firms/5239800Enjoyed the show? Subscribe, share with your team, and leave a quick review to help others find us. Leave your review at ratethispodcast.com/xact.Want to ask a question? Visit askjeannie.vip to leave Jeannie a voicemail! (And don't forget to follow Jeannie Walters, CCXP, CSP on LinkedIn!)

Take a Network Break! Our Red Alert covers a critical Android vulnerability that could lead to local privilege escalation to root. On the news front, we dig into Cloud Control, Cisco’s ambitious AI ops platform that spans its networking, security, compute, observability, and collaboration portfolios. We also talk about Cisco Live Protect, which provides pre-patch... Read more »

What if the secret to staying irreplaceable in the age of AI isn't working harder — it's getting more creative? That's the central argument of SuperCreativity: Augmenting Human Creativity in the Age of Artificial Intelligence, the new book by global keynote speaker James Taylor. In this episode of the Business of Story, Park Howell sits down with James to explore how the world's top communicators are using AI not to replace their stories — but to tell them with far greater precision, resonance, and impact. From managing Rolling Stones members at the Royal Albert Hall to speaking for Apple, Cisco, L'Oreal, and PwC across 25+ countries, James brings a rare combination of creative instinct and strategic intelligence to the AI conversation. In this episode you'll discover: • Why AI is fueling a New Roaring Twenties — and what that means for entrepreneurs and business leaders • How James uses psychometric AI analysis to profile audiences before he ever steps on a call or stage • The 250-story story bank system that powers his hyper-personalized keynotes • Why your emotional promise matters even to the most analytical, data-driven audiences • What a live StoryCycle Genie® brand analysis revealed about James's Visionary Magician archetype and emotional promise of "possibility" • The standing ovation story from a billionaires' bank in the UAE that proves emotional storytelling transcends every culture and industry • How to build a speaker brand with the same discipline James learned managing rock stars About James Taylor James Taylor M.B.A., F.R.S.A. is an internationally recognized keynote speaker on creativity, innovation, and AI. He has spoken for Fortune Global 500 companies including Apple, Cisco, Deloitte, Accenture, L'Oreal, EY, Visa, and Dell, and was recently the subject of a 30-minute BBC documentary. He has personally interviewed over 750 of the world's leading creative minds and reached hundreds of thousands of people in 120+ countries. He is a Fellow of the Royal Society of Arts — alongside Benjamin Franklin, Bob Dylan, and Nelson Mandela. His new book is SuperCreativity: Augmenting Human Creativity in the Age of Artificial Intelligence. Connect with James Taylor:

Matthew Lamoureux joins the conversation to explore a different kind of leadership and life challenge—one that quietly shapes careers long before people realize it: the ability (and willingness) to reinvent yourself before disruption forces it on you.We started with a simple tension.Most people don't fail because they're not capable.They fail because they stay too long in systems that are already changing beneath them.Matthew brings decades of experience across consulting, investing, and venture capital in Silicon Valley, where reinvention isn't a concept—it's a requirement for survival.This isn't a conversation about trends.It's about how the future actually forms, and how individuals and organizations decide whether they will adapt early or react too late.We explore what “inevitable futures” actually mean, why popularity is not a signal of truth, how major technological shifts unfold over decades, and why most value in disruption is captured by outsiders—not incumbents.And most importantly—what it means to choose your role before the system chooses it for you.TL;DRThe future is shaped by inevitability, not popularityMajor shifts take decades, not cyclesDigitalization of value (not just communication) is still incompleteMost disruption value is captured by new entrants, not incumbentsBlockchain and AI are part of broader infrastructure shifts, not standalone trendsThe real decision is what role you choose in the changeTiming matters as much as directionIf you're too early, you fail; if you're too late, you adapt under pressureMemorable Lines“The future is not driven by popularity—it's driven by inevitability.”“You don't want to build companies the world will reject in five years.”“We digitalized communication, but not value transfer.”“Established companies rarely capture the value of disruption.”“Most people don't fail from lack of intelligence—they fail from timing.”“You either reinvent yourself ahead of the curve, or after it's forced on you.”“If computers can do what you do better, reinvention is no longer optional.”GuestMatthew LamoureuxInvestor and venture capitalist with decades of experience in Silicon Valley consulting, strategy, and asset management.Former advisor to major global enterprises including Microsoft, Google, Intel, Cisco, Visa, and Bank of America.Currently focused on backing exponential technologies shaping long-term global systems, including AI, blockchain, life sciences, robotics, and digital infrastructure.Why This MattersMost people think disruption is a moment.It's not.It's a slow restructuring of how systems actually work.And because it moves slowly, most people underestimate it—until it becomes obvious too late.We already lived through one major shift: the digitalization of communication and content.What's still unfolding is bigger: the digitalization of value, systems, energy, health, and infrastructure.And that creates a personal question most people avoid asking:Do I want to be inside the system being disrupted?Or outside it building what comes next?Because reinvention isn't just a strategic advantage anymore.It's becoming a requirement for participation. Get full access to Second Life Leader at www.dougutberg.com/subscribe

Take a Network Break! Our Red Alert covers a critical Android vulnerability that could lead to local privilege escalation to root. On the news front, we dig into Cloud Control, Cisco’s ambitious AI ops platform that spans its networking, security, compute, observability, and collaboration portfolios. We also talk about Cisco Live Protect, which provides pre-patch... Read more »

Take a Network Break! Our Red Alert covers a critical Android vulnerability that could lead to local privilege escalation to root. On the news front, we dig into Cloud Control, Cisco’s ambitious AI ops platform that spans its networking, security, compute, observability, and collaboration portfolios. We also talk about Cisco Live Protect, which provides pre-patch... Read more »

Episode web page: https://bit.ly/3QpApnq Episode summary: In this special recap episode of Insights Unlocked, host Nathan Isaacs shares key insights and standout moments from Crafted Seattle, UserTesting's annual event for product leaders, designers, researchers, and customer experience professionals. As AI dramatically accelerates the speed of product creation, speakers across the event explored a critical question: if anyone can build almost anything, what becomes the true competitive advantage? The answer, according to leaders from UserTesting, Cisco, McDonald's, and other leading organizations, is a deeper understanding of people. Featuring perspectives from Eric Johnson, Baran Erkel, Travis Isaacs, Jessa Parette, Jason Giles, Eliel Johnson, Brad Carrera, Nikkia Reveillac, Jennifer Aaker, and others, this episode examines how AI is reshaping the roles of researchers, designers, and product teams. From maintaining human judgment in an automated world to creating alignment through customer understanding, the conversation highlights why empathy, curiosity, storytelling, and human connection remain essential as technology evolves. The episode also explores how researchers can expand their influence, why asking better questions matters more than having more data, and how organizations can use AI to amplify human creativity rather than replace it. You'll learn: Why understanding customer needs becomes more important as AI makes building easier How designers and researchers can create greater impact by focusing on judgment, decision-making, and influence Why human-centered research remains a competitive advantage in the age of AI How AI is shifting teams from makers to supervisors and strategic decision-makers Why researchers should focus on creating shared understanding, not just delivering reports How asking better questions can be more valuable than collecting more data Why alignment—not just speed—is becoming a critical success factor for organizations How empathy, authenticity, creativity, and storytelling help teams thrive alongside AI Why human connection and purpose remain essential in a technology-driven future Resources & links Crafted Seattle presentations on demand via UserTesting Insights+ (https://www.usertesting.com/insight-plus) Nathan Isaacs on LinkedIn (https://www.linkedin.com/in/nathanisaacs/) Learn more about Insights Unlocked: https://www.usertesting.com/podcast

Why This Episode MattersFirgun Ventures launched in late 2025 with a $70M first close anchored by the Qatar Investment Authority and a mandate that doesn't exist anywhere else in the market: lead Series A and B rounds in quantum scale-ups globally. Kris Naudts is a neuroscientist and former Culture Trip founder whose path to quantum runs through a near-fatal medical misdiagnosis. Zeynep Koruturk spent over a decade building the Goldman Sachs Tech Initiative and meeting more than a thousand founders. Both were early angels in what became Quantinuum.If you're trying to understand how quantum companies actually get financed between the lab and the IPO window — or why a specialist fund needed to exist at all — this conversation is one of the clearest views available. It's also a useful frame for founders thinking about what an informed institutional investor actually does in a round.SponsorThis episode is brought to you by Outshift, Cisco's incubation engine. The need for computational power is rapidly increasing in every sector. From drug discovery to material innovation to complex financial modeling, classical systems are reaching their absolute limits. It's time for a paradigm shift. The answer is a scalable quantum network, built on open standards and vendor-agnostic architecture. By uniting distributed quantum devices, you unlock limitless computational power.Learn more about the Cisco Universal Quantum Switch at Outshift.com.Go deeper with the blog post The switch that quantum networking has been waiting for.What We Get IntoWhy Kris's ALS misdiagnosis became the conviction event that pulled him from media entrepreneurship into quantum investingHow Zeynep's decade at Goldman Sachs Tech Initiative shaped her pattern-matching for deep tech, and where that pattern-matching breaks down in quantumThe structural reason Series A/B is the real bottleneck in quantum financing — and why precede and seed capital is no longer the gap people assume it isHow Firgun underwrites engineering and execution risk after the scientific risk is largely retiredWhy a quantum-specialist fund unlocks soft commitments from larger institutions that otherwise stay on the sidelinesThe role of Firgun's "scientific co-founder" Professor Mete Atatüre and the need for sub-specialist diligence across modalitiesHow Firgun thinks about portfolio construction across silicon-spin/photonic (Photonic Inc.), silicon CMOS (Quantum Motion), and other architectures without picking a qubit winnerWhy a truly global mandate is a feature, not a focus problem, given how concentrated quantum talent is in roughly a dozen ecosystemsHow sovereign capital, US equity-stake announcements, and geopolitical fragmentation are starting to reshape who can invest in whatWhy the binary "fault-tolerant or bust" framing of quantum investing misses the gradient of capability that drives near-term valueResources & LinksGuest & FirmFirgun Ventures — The fund's homepage, with the team and "Time to Talk Quantum" podcast featuring the founders' own framing of the market.Firgun Ventures on Crunchbase — Confirms London HQ, global mandate, and Series A/B focus.Fund Launch & ThesisFirgun Ventures Launches $250M VC Fund to Invest in Quantum — The Quantum Insider — Launch details, QIA anchor commitment, and founder backgrounds.Firgun Ventures Launches With $70M for Quantum Tech Innovation — TechFundingNews — Deeper breakdown of the LP roster and market rationale.Firgun Ventures: Scaling Quantum Beyond the Early Stages — Future of Computing — Extended interview with Kris and Zeynep on the Series A/B bottleneck.Portfolio Companies MentionedFirgun Invests in Photonic Inc. — The Quantum Insider — Firgun's first portfolio investment in DARPA-validated Photonic Inc.Photonic Inc.'s World-First Quantum Teleportation — QC Report — Technical context on the "Entanglement First" silicon-spin/photonic architecture.Photonic Inc. Closes $200M+ Round — The Quantum Insider — Final close at a $2B valuation.Quantum Motion Raises $160M Series C — The Quantum Insider — Firgun's first European investment in silicon CMOS quantum computing.Quantum Motion's Silicon CMOS Approach — Technologies.org — Technical analysis of the CMOS scalability thesis.Key Quotes & InsightsKris on the conviction event: "If you're expecting to die and then you're told you're going to live, you have to rethink it yet again… You can go in the direction of enjoy every day, or you can go in the direction of let's try to do something meaningful with whatever time I have left."Zeynep on the real bottleneck: Pre-seed and seed capital in quantum is no longer the gap — the A and B rounds are. Roughly 40% of companies in the space need that bridge to unlock larger institutional capital, and almost no one is set up to lead it.Kris on diligence limits: No one person can underwrite the full quantum stack. Firgun pairs a "scientific co-founder" with sub-specialists for each modality, because in quantum "no propositions sound stupid" — and that's exactly the problem.Zeynep on the asymmetric bet: Quantum is one of the few areas where geopolitical reality creates a floor under the downside. The West can't afford to lose, which means funding will be there long enough for the right companies to mature.Kris on willing the timeline: "You cannot will it into being. The space will evolve at the pace it is set to evolve with the capital and the talent in it." A useful corrective for anyone pitching a five-year cure-for-Parkinson's roadmap.Related Episodes

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

RubyGems adds dependency-cooldowns to counter supply chain attacks, AT&T and IBM are accused of hiding foreign hacks, Cisco warns of a new SD-WAN zero-day, and Google layoffs hit security teams. Show notes Risky Bulletin: RubyGems adds dependency cooldowns to counter supply chain attacks

Die Wall Street startet nach dem Ausverkauf vom Freitag teils deutlich fester in die neue Woche. Vor allem der Nasdaq und S&P 500 profitieren von Stabilisierungskäufen im Technologiesektor, nachdem Halbleiter- und KI-Werte zuletzt massiv unter Druck geraten waren. Corning profitiert von einem Multi-Milliarden-Deal mit Amazon, im Zusammenhang mit den Data Center des Tech-Riesen. Bei der Bank of America werden die Kursziele für Arista Networks, Cisco, Datadog und Nokia angehoben. Die Aktien werden mit Kaufempfehlungen bestätigt. TD Cowen sieht bei Fortinet durch KI und Rechenzentren neues Wachstumspotenzial und Wells Fargo erhöht das Kursziel für Micron von 550 auf 1.220 US-Dollar. Oracle meldet nach dem Closing am Mittwoch Zahlen und wird heute von Oppenheimer als Top-Pick für 2026 eingestuft. Im Fokus steht heute auch die Entwicklerkonferenz von Apple, mit der Rede von CEO Tim Cook um 19 Uhr MEZ. Insgesamt bleibt das Umfeld an der Wall Street fragil. Die Eskalation zwischen Israel und Iran treibt den Ölpreis nach oben, die Renditen steigen, und nach den robusten Arbeitsmarktdaten richtet sich der Blick auf die US-Inflationsdaten zur Wochenmitte. JPMorgan bleibt taktisch vorsichtig und warnt, dass ein heißer CPI-Report neue Zinssorgen auslösen könnte. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die Wall Street startet nach dem Ausverkauf vom Freitag teils deutlich fester in die neue Woche. Vor allem der Nasdaq und S&P 500 profitieren von Stabilisierungskäufen im Technologiesektor, nachdem Halbleiter- und KI-Werte zuletzt massiv unter Druck geraten waren. Corning profitiert von einem Multi-Milliarden-Deal mit Amazon, im Zusammenhang mit den Data Center des Tech-Riesen. Bei der Bank of America werden die Kursziele für Arista Networks, Cisco, Datadog und Nokia angehoben. Die Aktien werden mit Kaufempfehlungen bestätigt. TD Cowen sieht bei Fortinet durch KI und Rechenzentren neues Wachstumspotenzial und Wells Fargo erhöht das Kursziel für Micron von 550 auf 1.220 US-Dollar. Oracle meldet nach dem Closing am Mittwoch Zahlen und wird heute von Oppenheimer als Top-Pick für 2026 eingestuft. Im Fokus steht heute auch die Entwicklerkonferenz von Apple, mit der Rede von CEO Tim Cook um 19 Uhr MEZ. Insgesamt bleibt das Umfeld an der Wall Street fragil. Die Eskalation zwischen Israel und Iran treibt den Ölpreis nach oben, die Renditen steigen, und nach den robusten Arbeitsmarktdaten richtet sich der Blick auf die US-Inflationsdaten zur Wochenmitte. JPMorgan bleibt taktisch vorsichtig und warnt, dass ein heißer CPI-Report neue Zinssorgen auslösen könnte. Ein Podcast - featured by Handelsblatt. ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Procter & Gamble’s Australian chief executive, Neal Reed, has been with the global manufacturer for 30 years. The company behind household brands such as Pampers nappies, Gillette razors and Pantene and Head & Shoulders shampoos has long been committed to finding and developing top talent. But as the CEO has discovered, the strategy presents a temptation to push high performers too hard. On this week’s episode, BOSS editor Sally Patten finds out how this P&G boss learnt he was overburdening senior leaders. Further reading: Why this CEO gets his advice from the 20-somethings in the office As Gen Z swells to a third of the workforce, P&G’s Australia-New Zealand CEO Neal Reed says reverse mentorship keeps him connected, skilled up and relevant. ‘I didn’t realise how far gone I was’: How this CEO survived burnout Jess Saxby, chief executive of Banjo’s Bakery Cafes, couldn’t stop. She was always chasing the next thing. Until she couldn’t any more. ‘Do you have five?’: This CEO’s trick for managing staff requests Stefan Leitl, vice president for Australia and New Zealand at Cisco, has to juggle family with fitting into the working hours of the US. Here’s how he does it.See omnystudio.com/listener for privacy information.

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What is the office actually for? It's a question that many organizations are still wrestling with as they balance flexibility, collaboration, employee expectations, and business performance. At Cisco Live, I sat down with Christian Bigsby, Senior Vice President of Workplaces at Cisco, to discuss how the role of the workplace is changing and why measuring success by attendance alone may no longer make sense. Christian shares how Cisco has rethought the relationship between people, place, and technology, bringing together teams that traditionally operated separately to create a more connected workplace experience. Rather than focusing on how many employees are in the office, the conversation centers on the outcomes that become possible when people come together with purpose. We explore how hybrid work has reshaped workplace strategy, why employee experience has become a business priority, and how organizations can create environments that support collaboration, innovation, learning, and culture. Christian also explains why flexibility should not be viewed as a perk but as an important part of helping employees do their best work. The conversation also looks at the growing role of AI in workplace operations. From forecasting occupancy and improving space utilization to helping organizations make smarter decisions about resources and services, AI is helping workplace leaders respond to a level of variability that traditional operating models were never designed to handle. Along the way, Christian offers thoughtful insights on leadership, trust, organizational culture, and why the future workplace may have more in common with a dynamic service than a fixed location. If you've ever wondered whether the future of work is about where people work, how they work, or why they come together in the first place, this conversation offers plenty to think about. What do you believe makes a workplace valuable in 2026, attendance, experience, outcomes, or something else entirely?

Microsoft's Coreutils for Windows https://isc.sans.edu/diary/Microsoft%27s%20Coreutils%20for%20Windows/33048 Cisco Unified Communications Manager Server-Side Request Forgery Vulnerability CVE-2026-20230 https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-cucm-ssrf-cXPnHcW Firmware Update for Acer Connect W6x Router https://community.acer.com/en/kb/articles/19672 OAuth marketplace apps keep access after publishers vanish https://www.helpnetsecurity.com/2026/06/04/oauth-marketplace-apps-audit/ My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

What happens when the newest users on your network aren't people at all? At Cisco Live, I sat down with Aruna Ravichandran, SVP and CMO for AI, Networking, and Collaboration at Cisco, to discuss a shift that could change how organizations think about networks, operations, and AI over the coming years. For decades, enterprise networks have been built around human behavior. People work predictable hours, take holidays, and generally follow familiar patterns. AI agents are different. They work continuously, analyze information around the clock, and increasingly act as digital teammates that can help organizations monitor, troubleshoot, and improve operations at a scale that would be impossible for humans alone. During our conversation, Aruna explained why AI is no longer just an application discussion. As organizations deploy more digital teammates, networks must support a new type of user that never sleeps, never stops learning, and can help identify issues before employees even arrive at work. We explore Cisco's vision for AgenticOps, the role of Cisco Cloud Control as a unified command center, and how AI-driven operations are helping reduce complexity for teams already overwhelmed by alerts, dashboards, and operational overhead. Aruna also shared her perspective on one of the biggest challenges facing the industry today: trust. While the technology is advancing rapidly, organizations need confidence that their digital teammates can make reliable recommendations and support critical operations without removing human oversight. That balance between automation and accountability sits at the heart of Cisco's approach. We also discuss why domain expertise still matters in the age of AI, how Cisco is drawing on decades of networking experience to build purpose-built models, and why the next few years may see every IT professional supported by an expanding team of digital coworkers. If you've been wondering how AI will move beyond chat interfaces and become part of everyday operations, this conversation offers an interesting look at where networking, automation, and AI are heading next. How many digital teammates do you think you'll be working alongside in the next few years, and what tasks would you trust them to handle first?     Useful LInks Anurag Dhingra's blog DJ Sampath's blog Aruna's LinkedIn post re. The AgenticOps stats she mentioned Press Release 

Scott is joined by Brett Lykins, a Senior Systems Development Engineer at Amazon. Brett works with software-defined infrastructure built around SONiC (Software for Open Networking in the Cloud). Together they dig into what it's actually like to use, maintain, and operate a network this way. They also discuss not just the architecture, but the day-to-day... Read more »

Local AI, Salesforce, Fluttershell, Aspose, http/2 bomb, Passwords, Cisco, Used Tech, Josh Marpet, and More on this episode of the Security Weekly News Visit https://www.securityweekly.com/swn for all the latest episodes! Show Notes: https://securityweekly.com/swn-587

Scott is joined by Brett Lykins, a Senior Systems Development Engineer at Amazon. Brett works with software-defined infrastructure built around SONiC (Software for Open Networking in the Cloud). Together they dig into what it's actually like to use, maintain, and operate a network this way. They also discuss not just the architecture, but the day-to-day... Read more »

Chinese cybercrime group sets record pace Cisco warns of critical Unified CM flaw with PoC exploit code Hackers spied on a stock exchange executive's Outlook mailbox for five months Get the show notes here: https://cisoseries.com/cybersecurity-news-chinese-cybercrime-group-cisco-cm-flaw-cisa-faces-changes/ Huge thanks to our episode sponsor, Vanta Your team just added its 67th AI tool. And unfortunately, also your 67th security blind spot.   The good news: The Vanta  [rhymes with Santa] Agent works like a GRC engineer in the background, finding every app your team uses, scoring the risk, and drafting fixes for you.   Vanta is the platform used by over sixteen thousand fast-moving companies like Ramp, Cursor, and Harvey who are shaping the future with AI, AND staying ahead of AI risk.   Get started at vanta.com/headlines. 

Local AI, Salesforce, Fluttershell, Aspose, http/2 bomb, Passwords, Cisco, Used Tech, Josh Marpet, and More on this episode of the Security Weekly News Show Notes: https://securityweekly.com/swn-587

The Five Eyes issue a rare joint warning on China. Jen Easterly weighs in on Trump's AI EO. Researchers warn everyday notifications can become AI attack vectors. IronWorm is a sophisticated Rust-based infostealer targeting software developers. Cisco patches a critical vulnerability in its Unified Communications Manager platform. Anthropic maps AI-enabled cyber activity to the MITRE ATT&CK framework. Authorities dismantle an online counterfeit identity marketplace. Our guest is Jason Kikta, CTO from Automox, discussing AI vulnerabilities, real risk, and the speed problem. An extortion crew is forced to open a customer support ticket. Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Today on our Industry Voices segment, we are joined by Jason Kikta, CTO from Automox, who is discussing AI vulnerabilities, real risk, and the speed problem. If you enjoyed this conversation, check out the full interview here.  Selected Reading⁠ U.S. and intelligence allies issue rare joint warning about China (Washington Post) Safeguarding Our Secrets (MI5) Opinion | The Government Is Finally Taking A.I. Risk Seriously (New York Times) CISA directive for AI executive order to be released this week, Andersen says (The Record) Gemini Voice Assistant Hijacked via Messaging Notifications (SecurityWeek) IronWorm: Shai-Hulud's rustier cousin (JFrog Security Research) Cisco warns of critical Unified CM flaw with PoC exploit code (Bleeping Computer) Mapping AI-enabled cyber threats: Insights from the LLM ATT&CK Navigator (Anthropic) Police dismantles fake ID marketplace used by migrant smugglers (Bleeping Computer) Over 1.4 Million Accounts Disrupted in Cybercrime Crackdown (SecurityWeek)  'Dumbass' criminal breaks the 'first rule of ransomware club' (The Register) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.   Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you want to turn your skills into a business that funds your freedom? In this episode, Zander Fryer joins Russ and Joey to discuss the blueprint for creating a coaching business that generates sustainable income while supporting financial freedom. He shares practical steps for turning expertise into a scalable business, balancing active income with long-term wealth creation. Zander explains how to structure services, identify ideal clients, and leverage time effectively to maximize revenue. He also discusses the mindset shifts required to transition from trading time for money to building a system that supports autonomy. He mentions proven strategies for coaches at all levels. Tune in to discover how to bridge the gap between active work and passive wealth, and learn the steps to turn your coaching expertise into a business that works for you.Top three things you will learn: -How to structure a coaching business to generate reliable active income that can fund financial freedom-Strategies for scaling a coaching business while maintaining client acquisition and retention-Practical methods to bridge the gap between active income and passive income About Our Guest:Zander Fryer is a best-selling author, internationally renowned speaker, and host of the iTunes top podcast Sh*t You Don't Learn In College. After quitting his high-paying job as a Cisco engineer, he launched High Impact Coaching to inspire and empower entrepreneurs to build successful businesses while adding value to the world. Zander's passion to shake this world up is creating a movement, and he is praised as “the next generation leader” by #1 best-selling author Jack Canfield. His mission is to inspire and empower an army of conscious leaders and coaches to change the face of our world for good. Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Zander Fryer:- YouTube - https://www.youtube.com/@coachzanderfryer- Website - https://zanderfryer.com/Build a Passive Income Machine in 3 Steps:Here's how to flip the script and start building wealth the way the wealthy do

Julian Lighton, executive coach, strategic consultant, board advisor, and author of the book Navigating Your Next, joins me on this episode. Julian is one of Silicon Valley's leading strategy practitioners and business coaches, helping individuals and organizations navigate what's next. He has served as Chief Strategy Officer at four billion-dollar public companies, a General Manager of a $300M+ business, an Associate Partner at McKinsey & Company, and a senior executive at Cisco and Hitachi. In this conversation, we explore why so many successful people struggle to answer one simple but powerful question: What do I actually want next?

This week in the security news: Security Researchers Are Threat Actors according to Microsoft Hands-free malicious firmware If you've ever typed "ls" in Windows, this is for you Cisco makes more patches, wants you to pay Ambiguous Secure Boot bypass Threat actors love network edge devices, and I have the chat logs and leaks to prove it The downside of chip sanctions Your VoIP phone is hacked Vulnerability disclosure and incentives Claude reccovers Bitcoin wallet an Instagram "Exploit" Turn the plane around The worms will continue PAN-OS global protect vulnerability The 1-Click Github token stealer Data-nuking prompt injection Turning Buses into spies SymJack NIST NVD mistakes, and how CNAs need to up their game Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-929

In this episode of Elixir Wizards, hosts Charles Suggs and Emma Whamond sit down with Marek Šuppa, creator of the Missing GitHub Status page, a project that reconstructs GitHub's historical uptime data and reveals discrepancies between official status reporting and the platform's actual reliability. Marek tells us about his dev journey from open source contributor at DuckDuckGo to machine learning engineer at Cisco-acquired Slido. Then, we discuss GitHub's evolution from a hosted Git service into a critical developer tool. We cover reliability, transparency, AI-driven platform growth, developer workflows, and the challenges of balancing convenience with resilience. Along the way, we cover alternative platforms, self-hosted solutions, and whether recent outages are changing how developers think about ownership, dependency, and the future of software collaboration. Topics Discussed in this Episode: Why did Mr. Shu create the Missing GitHub Status Page? GitHub's reported uptime versus developer experiences How open source contributions shaped Marek's career The evolution of GitHub from tool to critical infrastructure Centralization risks in modern software development Git's distributed roots and today's platform-centric workflows Developer reactions to GitHub outages Transparency and accountability in status reporting AI's impact on developer platforms and infrastructure demands Microsoft's stewardship of GitHub Forgejo, Codeberg, and alternative Git hosting platforms Self-hosted Git solutions and tradeoffs Network effects and platform lock-in The social side of software collaboration Building resilience into developer workflows What GitHub outages teach us about infrastructure dependency Links Mentioned: The Missing GitHub Status Page https://mrshu.github.io/github-statuses/ Slido https://www.slido.com/ https://duckduckgo.com/ The official GitHub Status Page https://www.githubstatus.com/ Statuspage.iohttps://www.atlassian.com/software/statuspage Zig Leaves GitHub https://ziglang.org/news/migrating-from-github-to-codeberg/ Ghostty Leaves GitHub https://mitchellh.com/writing/ghostty-leaving-github GitLab https://about.gitlab.com/ Codeberg https://codeberg.org/ https://git.kernel.org/ Forgejo Lightweight Self-Hosting https://forgejo.org/ Former GitHub CEO Thomas Dohmke launches Entire https://entire.io/news/former-github-ceo-thomas-dohmke-raises-60-million-seed-round Update on Spain and LALIGA blocks of the internet https://vercel.com/blog/update-on-spain-and-laliga-blocks-of-the-internet

Every playbook, every case study, every innovation workshop is built on the same question: how do you succeed? You map the path forward. You model the upside. Nobody teaches you to ask the harder question. How would you guarantee this fails? That's inversion thinking. Charlie Munger called it one of the most useful tools he had, and he used it for sixty years. Most innovators know the quote. Almost none of them actually use it. By the end of this episode, you'll know why that gap exists, what it costs, and the exact steps to close it. If you want to try this on a real decision right away, I've built a free tool for it. Link below. I'll come back to it later in the episode. What Is Inversion Thinking? Inversion thinking is the practice of reasoning backward from failure. Instead of starting with "what does success look like and how do I get there," you start with "what would guarantee this fails" and design those conditions out of the plan. You'll also hear it called thinking backwards, and when it's aimed at a project before launch, a pre-mortem. Munger's rule was three words: invert, always invert. Or, in his blunter version, "All I want to know is where I'm going to die, so I'll never go there." People hear this and think pessimism. It isn't. A pessimist names the failure and stops there. Inversion names the failure and uses it to redirect the plan, while the fix is still cheap. HP Invented the Category. Then Gave It Away. In 2005, HP built Halo. It was the best telepresence system in the world. You walked into a Halo room and the people on the other end looked like they were sitting across the table from you. Life-sized. Perfect audio. Nobody had built anything close. The team that made it was brilliant, and they believed one thing without question: quality wins. They built rooms that cost $500,000 each. They required customers to run those rooms on HP's proprietary network at a monthly cost that would make your eyes water. Every decision traced back to the same conviction. Make the experience extraordinary, and the market will come to you. Nobody in that room asked the one question that mattered. What if quality isn't what the market is buying? Because it wasn't. The market was buying access. Cisco, and then Zoom, came at the same opportunity from the opposite end. Good-enough quality, on any device, on any network, available to everyone. They understood what the Halo team never tested. In communications, reach beats quality. Every new user makes the service more valuable to everyone already on it, so the product that spreads to the most people wins, even when it looks worse. That network effect beat Halo so completely that Zoom became a verb. HP defined the category and then gave it away. In 2011, under quarterly pressure, HP sold Halo to Polycom for $89 million. In 2022, HP bought the business back, folded into Poly, for $3.3 billion. Thirty-seven times the price, to reacquire a category it had invented. The failure was visible the entire time. It lived inside one assumption nobody questioned: that quality was what the customer cared about most. An inversion exercise would have dragged it into the open. Ask "how do we guarantee Halo fails," and one honest answer was already the plan. Bet everything on quality. Price it for the few. Lock it to our own network. Leave the rest of the market wide open for a cheaper rival. No crystal ball required. Read the plan from the other side and the failure was sitting right there in it. The Three Moves Inversion runs in three moves. The first two are mechanical. The third is where the discipline lives, and where most people quit. Move One: Invert the Question Take the goal and flip it. Write your goal as one sentence. The way you'd say it to the board. "We will win the telepresence market with the best experience available." Turn it into a failure question. Same goal, opposite direction. "How would we guarantee we lose the telepresence market?" List every path to that failure. Don't rank them. Don't defend anything. Write down every way it could happen, including the ones that feel unlikely or embarrassing to say out loud. Price. Distribution. A competitor's move. A wrong read on the customer. Sort each one: recoverable, or not. A slow first year is recoverable. Letting a competitor own the network effect while you keep only the high end is not. The ones you can't undo are what matter here. Set the rest aside. Move Two: Find the Load-Bearing Assumption Behind every failure you can't recover from sits a single assumption holding the whole plan up. Find it. Take your most serious irreversible failure mode. The one from Move One that would actually end the project. Ask what would have to be true for that failure to never happen. For Halo: "Enough customers will pay a large premium for superior quality, and they'll do it fast enough to matter." That sentence is the load-bearing assumption. Ask whether you tested that assumption or inherited it. Did you confirm it with evidence, or did it ride along with the idea because it felt obviously true? The Halo team inherited theirs. Quality felt like an objective good, so nobody checked whether the market agreed. If you can't point to the evidence, you've found your real risk. A plan resting on an untested load-bearing assumption is a bet wearing the costume of a strategy, however solid the rest of it looks. Move Three: Decide What to Do With It Once the assumption is exposed, you have three honest choices. Kill it. If the assumption is false and the failure is irreversible, stop now, while stopping is still cheap. Change the plan so the failure mode disappears. The Halo team had room to do this. A software tier on any network, at lower quality, to build the user base and the network effect, with the premium rooms kept for the customers who'd pay for them. They'd have owned both ends. The plan allowed it. The conviction didn't. Proceed, with the bet named out loud. Sometimes you take the risk on purpose, eyes open, because the upside justifies it. That's legitimate. Taking the same risk by accident, because nobody said the word "assumption" in the room, is not. The one move you cannot make is to see the failure mode and proceed as though you hadn't. That isn't confidence. It's the most expensive form of hope there is. Why You Can't Do This Alone You know the three moves now. The hard part is running them on your own work. You can't fully see your own assumptions. You built the plan. You believe in it. The assumption holding it up feels so obvious that questioning it never occurs to you. The Halo team wasn't careless. They were the best in the world at what they did, and that was the problem. The more expert you are, the more your assumptions feel like facts, and the less it occurs to you to test them. Then there's the room. Even when someone can see the failure coming, the dynamics of a team work against saying it out loud. You earn standing by backing the plan, not by listing the ways it dies. Raise the failure scenario and you look like you lack conviction, or like you're not on board. So the failure half the room quietly senses stays unspoken until it's expensive. Culture rewards the loudest voice on the upside, not the person who turns out to be right about the risk. Two walls. You can't see your own assumptions, and the people who might see them are discouraged from speaking. AI has none of those problems. No ego in the plan, no career to protect, no boss to impress, no reason to soften the bad news to keep the room comfortable. Point it at your work, tell it to find the failure, and it will, without flinching and without politics. It won't make the call for you. It surfaces the failure modes you're too close to see, and then you do the judging. That's how you practice this skill on your own. You sit down with a real decision and a partner that has no reason to spare your feelings. So I built the AI Prompts for Inversion Thinking for exactly that. One prompt makes the AI write the post-mortem of your project before you've even started. Another has it play a competitor designing your defeat. Then one walks you to the single assumption your whole plan is betting on.  You bring the decision and the judgment. The prompts make sure nothing gets skipped just because it's uncomfortable to look at. Here's your work this week. Take one real decision you're sitting on, something with actual stakes, and run it through the pack. It's free at innovation.tools, or use the link in the description. The Long Game The people who use inversion well aren't more negative than their peers. They're more honest about which risks they can walk back and which ones they can't. That single distinction, made early and acted on, is the difference between a project that fails fast and cheap and one that fails slowly, expensively, in year ten. The failure that ends your project is usually the one plenty of people saw coming and nobody was willing to name. Say it now, while it still costs you nothing.

LEARN MORE about NDX: ⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami and Dan Nathan hit a major milestone and don't hold back on what the market is really telling you beneath the surface. The Nasdaq is up 35% since March. Q1 earnings beat rates are near historic highs. Consumer sentiment is holding. So why do Mastercard, Visa, and American Express look like they're quietly falling apart? And why is the VIX on the Nasdaq flashing a warning that most investors aren't paying attention to? Guy and Dan break it all down — from the concentration risk hiding inside the indices, to crude oil's technical setup, to what the Cisco/fiber parallel from 1999 might mean for Nvidia and the AI trade today. Topics covered: Mastercard, Visa & AmEx: what the payment processors are signaling about the consumer Nasdaq 100 concentration: 15 names carrying the whole index VIX vs. VIX-N: the divergence Kevin Davitt says you need to watch Broadcom earnings preview: a $2.3 trillion company with 670% expected EPS growth — is it already priced in? Palo Alto Networks: best in class, but has it overshot? Software stocks: the bounce, the fade, and what comes next Oil and energy: why Valero is at all-time highs while crude is well off its peak The Cisco-to-Nvidia comparison — and why it's eerily familiar -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

At Cisco Live, I sat down with Papi Menon, Vice President of Product Management at Outshift by Cisco, to explore one of the most ambitious ideas emerging in the AI world today. While much of the industry remains focused on larger models and individual AI agents, Outshift is asking a different question. What happens when millions of AI agents need to collaborate across organizations, platforms, and industries? Papi joined me to explain the thinking behind Outshift, Cisco's emerging technology and incubation group, and the work they're doing to help shape the next era of AI. Our conversation explored concepts such as the Internet of Agents, the Internet of Cognition, and AGNTCY, an open-source initiative designed to create the foundations for agent-to-agent collaboration at scale. We discuss why connecting AI agents is only the first step, why shared intent and shared context could become as important as connectivity itself, and how organizations may need entirely new infrastructure to support an increasingly agent-driven future. Papi also shares his perspective on the challenges of interoperability, governance, trust, and security as AI systems become more autonomous and interconnected. The discussion moves beyond today's AI headlines and into the bigger questions facing the technology industry. If the internet connected people and systems, what infrastructure will be needed to connect intelligence itself? And what role can open standards play in ensuring that future remains collaborative rather than fragmented? Whether you're a technology leader, developer, strategist, or simply curious about where AI is heading next, this conversation offers a fascinating glimpse into how Cisco is thinking about the future of agentic computing and the foundations that may underpin the next major platform shift in technology. How do you think AI agents will collaborate in the future, and should that future be built on open standards or closed ecosystems?

Take a Network Break! We start with listener followup and a red alert affecting  ScadaBR, an open source SCADA controller. On the news front, Forward adds predictive testing to its network digital twin software, Qumulo and Cisco team up to offer cloud-bursting for file storage, and NetBrain adds new skills and other updates to its... Read more »