SCOUT· 60%46m·2026-09-28·MoneyWhat 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…
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What people are saying
“26:26 Guest talks about 'skills file' for three minutes straight. Steve: 'Oh it makes you a summary'. 😂”
“I can see why this guy became head of investor relations; he talks a good game and he’s very convincing. Fun fact though: power users do not always want to use frontier models. I may use frontier models to build, design, spec, and modify sk…”
“Tech is in a massive self-dealing mode. Very questionable”
“4:50 they're talking about NVIDIA and GPUs and the Cisco guy holds the conversation like it's meaningful and relevant to the networking chip dealing in fibre optic cable translation back to computer instructions. classic, a car guy and a bi…”
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