https://www.afr.com/technology/prepare-for-the-worst-cisco-ceo-warns-ai-will-mirror-dotcom-crash-20260220-p5o436
An interesting read
7 replies (most recent on top)
wow, CR is just so lost in the forest of modern technology. Mega money being earned by the real players. Cisco has no AI products including G300 cr-p
No one outside of Cisco listens to what that id--t says. What TF does he know about tech - he’s a car salesman.
“Instead of having the debate over the job loss situation, I think we should prepare for the worst, and build super-expedited capacity to do whatever it takes to help people find different jobs. If [widespread job loss] doesn’t happen, then that’s great, but if it does happen, we’re prepared.” - Chuck
“As a self-professed geek at heart, Robbins says the emergence of so-called vibe-coding platforms such as Claude Code and OpenAI’s Codex have led him to spend weekends tinkering with building new applications.“
No paywall:
https://archive.is/xxuwy
He better hope not because this is what is keeping CSCO above $50/share
Take out the AI HW bo-m and what do you have? SBG "growing" at -4% YoY?
It is paywalled. What’s the gist? AI bubble?