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

2026-09-28 · 46 min · 13 entities

episode page audio

Asserted relationships

  • → appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
  • → hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

Entities found in this episode

websites 4

  • mentioned Entrepreneurship website
    0.50
    evidence rules-v5
    Feed category: Entrepreneurship
  • mentioned @RealEismanPlaybook website
    0.45
    evidence rules-v5
    Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1
  • discusses Entrepreneurship website
    0.40
    evidence rules-v5
    Feed category: Entrepreneurship
  • references @RealEismanPlaybook website
    0.38
    evidence rules-v5
    Link in episode "What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77": https://youtube.com/@RealEismanPlaybook?sub_confirmation=1

persons 3

  • mentioned Sam Badri person
    0.72
    evidence rules-v5
    What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
  • mentioned Steve Eisman person
    0.70
    evidence rules-v5
    Feed author/publisher: Steve Eisman
  • hosted by Steve Eisman person
    0.55
    evidence rules-v5
    Feed author/publisher: Steve Eisman

concepts 3

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned The Real Eisman Playbook Ep 77 concept
    0.42
    evidence rules-v5
    What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing

companys 2

  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business

podcasts 1

  • appeared on The Real Eisman Playbook podcast
    0.68
    evidence rules-v5
    What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
Episode description as stored
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 Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2026 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices