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