What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77

On episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like from within a major technology company. Sam explains why he believes we are still very early in AI adoption, with roughly 90% of users stuck at the basic prompt stage and very few having progressed to skills files or AI agents.

00:00 - Intro & Sam’s Background

03:35 - What Cisco Does

05:58 - Cisco Revenue Growth & What’s Changed

12:40 - How AI Factors In

14:18 - Cisco vs Arista

16:04 - The Negativity Surrounding the AI Story

29:16 - Data Center Pushback

34:24 - What Sam Brought to Cisco

36:43 - Last Word on Cisco & the Sector

40:22 - Outro

Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1