Cisco
Mentioned in 83 analyzed podcast episodes across 10 shows
This enterprise infrastructure and networking company has evolved from a dot-com era giant into an AI-focused organization, remaining valuable ($300B+) despite not dominating application-layer markets. Under president and chief product officer Jeetu Patel, the company has transformed its traditional router/switch business to benefit from AI infrastructure buildout and positioned itself as an AI-first enterprise vendor through initiatives like the Cisco AI Summit and investments in emerging AI companies like xAI. Podcasters reference Cisco as both a historical cautionary tale from the 2000 dot-com bubble and a contemporary example of legacy tech infrastructure companies finding renewed relevance in the AI era.
Mentioned On
Episode Mentions
SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast) · May 15, 2026
SANS Stormcast Friday, May 15th, 2026: Website Fraud; Outlook Link Preview Bug; NGINX Vuln; Cisco 0-Day
“Patched critical 10.0 CVSS authentication bypass vulnerability in Catalyst SD-WAN controller already exploited in the wild”
Risky Bulletin · May 15, 2026
Risky Bulletin: Shai-Hulud goes open-source
“Released firmware updates for critical zero-day in Catalyst SD-WAN devices; linked attacks to UAT8616 threat group”
Mad Money w/ Jim Cramer · May 14, 2026
Mad Money w/ Jim Cramer 5/14/26
“Networking company with 13% rally justified by sales and earnings acceleration; contrasted with Cerebras bubble”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Biggest S&P 500 gainer after earnings showed skyrocketing AI demand; best day in 15 years; benefiting from enterprise AI infrastructure buildout”
Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026
Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain
“CEO or representative attended summit; part of technology sector delegation”
The Last Invention is AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite surging orders and strong company performance”
The Daily AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announces 4,000 job cuts in AI-focused restructuring despite strong order surge and company growth”
The AI Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite surging orders and strong company performance”
Personal AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite surging orders and strong company performance”
No Priors AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite surging orders, exemplifying corporate workforce transformation toward AI-centric operations”
Latent Space AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite strong company performance and surging orders”
Global News Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts despite surging orders, restructuring to focus on AI-related roles and capabilities”
Claude AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts for AI-focused restructuring despite surging orders and strong company performance”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite surging orders and strong company performance”
AI Breakdown · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts in AI-focused restructuring despite strong company performance and surging orders”
Anthropic · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“Announced 4,000 job cuts as part of AI-focused restructuring despite strong order surge and company performance”
CyberWire Daily · May 14, 2026
The era of AI-powered attacks is here.
“Announced layoffs of fewer than 4,000 employees despite record quarterly revenue of $15.8 billion, citing restructuring toward AI infrastructure and strategic growth areas”
The NPR Politics Podcast · May 14, 2026
Inflation is up, job growth is flat, and voters don’t like it
“Announced layoffs of ~5% of workforce (fewer than 4,000 workers) to redirect investment toward AI infrastructure despite 14% stock price increase”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Networking company surged 15% after reporting $9B hyperscaler order forecast for 2026, positioning as AI infrastructure beneficiary”
Daily Tech Headlines · May 14, 2026
U.S.-China Tech Rivalry Stalls Nvidia H200 Chip Sales - DTH
“Cutting 4,000 jobs (5% of workforce) to prioritize AI and cybersecurity investment despite record revenue and double-digit growth”
The Cloud Pod · May 13, 2026
353: Don't Be Evil Unless the Government Asks Nicely
“AI Defense integrated with Google Agent Gateway for agent traffic security and governance”
The Information's TITV · May 13, 2026
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
“Technology executive traveling with President Trump to China for state visit discussions”
Cybersecurity Today · May 13, 2026
Canvas Breach 'Deal' With ShinyHunters, AI Zero-Day Warning, Checkmarx Hit Again
“Lost source code due to compromised LiteLLM and Trivy dependencies; cited in same supply chain attack playbook”
Live Free with Josh Howerton · May 11, 2026
Aliens or DEMONS?! Megachurch Pastor Responds to UFO Mania | Live Free with Josh Howerton
“Technology company where John Howard served as VP and implemented faith-sharing practices with employees”
Neural intel Pod · May 8, 2026
OpenAI MRC, SRv6, and the Architecture of Frontier AI Supercomputers
“Traditional network vendor potentially impacted by shift away from proprietary routing intelligence”
Cybersecurity Headlines · May 7, 2026
Chrome installs AI model on devices, Daemon Tools disk app backdoored, crypto security exodus
“Patched high-severity denial-of-service flaw in cross-work network controller and network services orchestrator products”
Vital Dawn · May 6, 2026
Vital Dawn Podcast for Wednesday May 6
“Kicks off Q2 reporting season next week”
Risky Business · May 6, 2026
Risky Business #836 -- You can't patch the bugpocalypse
“Brad Arkin served as Chief Security and Trust Officer; discussed as example of enterprise security leadership”
Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Networking equipment provider for data center connectivity”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“90s-era networking company experiencing major stock resurgence (up 56% in past year); valued higher than dot-com peak due to AI infrastructure demand”
Darknet Diaries · May 5, 2026
174: Pacific Rim
“Firewall vendor observed in threat actor lab alongside Sophos devices, indicating simultaneous targeting by same Chinese state actors”
The Chef's Cut · May 4, 2026
This Merger Could Change What You Eat—and How Much You Pay For It
“Largest U.S. food distributor with $75B annual revenue; seeking to acquire Restaurant Depot in proposed merger”
Risky Business · Apr 29, 2026
Risky Business #835 -- Why the Fast16 malware is badass
“ASA firewall devices compromised via vulnerability; Firestarter backdoor malware persists after patching”
All TWiT.tv Shows (Audio) · Apr 29, 2026
Security Now 1076: FAST16.SYS
“Networking equipment manufacturer whose routers malfunctioned at Iranian nuclear facility before US/Israeli strikes”
Bloomberg Intelligence · Apr 24, 2026
DOJ Drops Powell Probe, Smoothing Path for Warsh to Lead Fed
“Referenced as company showing early monetization signs from infrastructure CapEx spending”
Walk-In Talk Podcast · Apr 24, 2026
Shooting Wasn't Enough | John Hernandez on Food Styling, RAK, and Owning the Plate
“Food service supplier participating in the June 8th Tampa Club event for episode 200 celebration”
Risky Bulletin · Apr 24, 2026
Risky Bulletin: Sean Plankey withdraws CISA nomination
“Networking equipment at Isfahan nuclear site malfunctioned ahead of US and Israeli missile strikes on Iran”
Elon Musk Podcast · Apr 23, 2026
Claude Mythos finds thousands of hidden vulnerabilities
“Member of Project Glasswing coalition with access to Mythos Preview for network infrastructure security”
All TWiT.tv Shows (Audio) · Apr 23, 2026
Intelligent Machines 867: The Ketchup Effect
“Referenced as most-exploited enterprise routers; discussed in context of cybersecurity vulnerabilities”
YPO Technology Network AI Brief · Apr 22, 2026
AI Just Made Your Disgruntled Barista Dangerous
“Technology partner in Anthropic's Project Glasswing with access to Claude Mythos for defensive security”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Networking equipment provider benefiting from AI data center infrastructure buildout”
Modern Wisdom · Apr 13, 2026
#1084 - David Friedberg - Everything You Know is About to Collapse
“Networking company; historical example of early internet infrastructure monopoly that was disrupted”
Big Technology Podcast · Apr 10, 2026
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
“Participating in Mythos Project Glasswing testing consortium”
Hard Fork · Apr 10, 2026
Anthropic’s Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing
“Internet infrastructure company granted access to Claude Mythos for defensive cybersecurity testing”
Marketplace All-in-One · Apr 10, 2026
Bytes: Week in Review — Anthropic's new AI model, a referendum on data centers, and NASA livestreams journey to space
“Granted access to Anthropic's Claude Mithos Preview model as part of Project Glasswing security collaboration”
Daily Tech News Show · Apr 8, 2026
Anthropic’s Move to Secure the World - DTNS 5243
“Partner in Project Glasswing contributing to industry-wide security vulnerability remediation efforts.”
AI For Humans: Making Artificial Intelligence Fun & Practical · Apr 8, 2026
Anthropic's Mythos AI Is Too Dangerous to Release. They're Using It Anyway.
“Member of Project Glasswing coalition for cybersecurity initiatives”
How I Invest with David Weisburd · Apr 2, 2026
E339: From Zero to $100 Million in 18 Months: Inside Legora
“Acquired OpenDNS; mentioned in context of CEO David Yulovic's career trajectory”
A Product Market Fit Show | Startup Podcast for Founders · Apr 2, 2026
How this AI founder is on track to hit $50M ARR just 2 years after launch. | Tarek Alaruri, Co-Founder of Stuut
“Referenced as example of large company where 10-year tenure doesn't indicate startup execution capability”
Motley Fool Money · Mar 31, 2026
Nobody Told Us This Was M&A Week
“Food service distributor acquiring Restaurant Depot for $26 billion in largest deal of the week”