What the Internet Boom Teaches Us About the AI Buildout | Mike Volpi

We live in a world where demand for AI capacity tokens is near infinite and supply is incredibly constrained. The retro on the M&A process that I think worked well for Cisco was we were not afraid to fail.

It goes beyond the title with direct discussion of like, it's, yeah, including: So another way to put it is we all just live in Jensen's world.

1. 01When you see the AI build-out, how do you look back on your previous experiences?
2. 02Do I think the build-out that's happening now is useful and will be fully utilized, if not more?
3. 03This one is building the infrastructure for intelligence