BTA Series
Cisco's SASE strategy evolved from "our way or the highway" to "we'll meet you where you are"—supporting single-vendor, dual-vendor, and hybrid deployments. That shift reveals more about market reality than any product launch. Here's why pragmatic flexibility might be their smartest move.
BTA Series
Cisco's Q1 earnings reveal the gap between transformation vision and current reality: $1.3B in AI infrastructure orders validates Silicon One, but Security revenue down 2% and AgenticOps absent from discussion. We're at a checkpoint—three months before Amsterdam shows what's actually ready.
BTA Series
Generic AI knows networking theory. Domain-specific AI knows your network. Cisco's AgenticOps is built on unified telemetry—and that changes everything about how infrastructure gets managed.
BTA Series
Cisco spent $28 billion on Splunk—half their annual revenue—because they had best-in-class tools that couldn't talk to each other. This isn't just an acquisition. It's the data operating system that makes everything else possible: AgenticOps, unified observability, AI-driven automation.
AI
Cisco Hypershield challenges a core assumption: that security happens at the perimeter. With eBPF-based agents, DPU offloading, and enforcement embedded in smart switches, it moves security into the data path itself—where AI workloads actually need it. The question is whether Cisco can execute.
BTA Series
Cisco's Silicon One follows a proven playbook: make Ethernet "good enough," win on operational simplicity. InfiniBand leads AI training, but if workloads fragment toward inference/edge, Cisco's positioned for the larger market. Amsterdam 2026 will show if the pattern holds.
BTA Series
I'm building the bull case for Cisco's transformation. In public. With full awareness of my bias. The market treats every announcement as discrete news—but I think there's a coherent narrative nobody's connecting. Let's test if the optimism holds up.
There's a particular frustration that comes from knowing you're good at something—but only sometimes. This week, as I prepare for a complex video project, I'm confronting a truth that's been nagging at me for years: I can't consistently deliver
wwt
Legacy systems cost millions annually just to maintain the status quo. Battle-tested modernization tools now exist to transform these applications safely and automatically, often reducing costs by 70-90% while unlocking decades of trapped innovation.
wwt
Cloud bills exploding? Teams working in silos? The problem isn't the technology—it's your operating model. Learn how to shift from infrastructure owner to service broker, optimize for value over cost-cutting, and build the foundation for true cloud control.
VQ
When cloud security meets geopolitical reality, even the most sophisticated systems can be undermined by legal and jurisdictional pressure points. Learn how the Trust Descent Triangle maps your real vulnerability and the Sovereignty Ascension Pyramid charts your path to digital control.
Automation Priorities 2025
Robb Boyd and Nick Thompson dig into why your automation efforts keep stalling—spoiler alert: it's not the technology, it's the foundation. Nick breaks down the hard truth that you can't automate what you don't know exists.