Jeetu Patel

Was truly a pleasure to meet you and your team Consul General @srikar_koppula. Thanks for hosting us. Grateful for the partnership between India/@CGISFO and @Cisco.

There are a few counter-intuitive perspectives that are emerging with very very good arguments that frankly are truly compelling. The below from @levie makes a ton of sense. The jobs may not go away, but the focus might end up being on perfecting the last mile of work. And the definition of slop might actually change over time where 99% is simply not good enough. It’s almost like the uptime metric because every additional 9 matters so much more and is infinitely harder to achieve and requires much more resource. So two ways to think of the future might be that things will get much cheaper (fewer people) due to AI or the other way to think of it is things will get a whole helluva lot better due to AI for the same cost, but the minimum bar of acceptability of what good is will be raised substantially. The thing that is interesting is that the AI fluency of the people doing that last mile of work will really matter. When there is a 10% differential in people doing the last mile of work who are AI fluent versus not, you can pick one or the other and the marginal difference might not be material to care about someone’s fluency in AI. But when the differential between an AI fluent person and a non-AI fluent person is 50x or 100x, the gap is unjustifiable to go with a non-AI fluent person. So what we all must do is raise the collective fluency of people using AI literally at the speed of AI so that gap doesn’t become 100x. That will get the aggregate population to benefit and not have the stark difference due to the AI divide. The future is far more controllable by every person than they think it is. So what’s the take away? Invest obsessively in your own AI fluency and dexterity and make it compound daily. It will really matter in ways that we all haven’t even entirely been able to imagine. Owning our own learning with a sense of urgency is more important now than ever before. Curiosity does become the force multiplier. Learning to learn is the skill to learn. Measuring your own personal rate of growth is THE metric to track.

Love @bgurley. Will order my copy. Been meaning to do it!

Great chatting with you today @dee_bosa. It’s like riding a bicycle. You have to ride it enough to get good at it. This was our biggest learning when we tried to be over-restrictive in token-allocation before people had an instinct for it. The moment we change that mental model, great ideas started emerging from the ground up. I give a lot of credit to @kevinweil for opening my eyes to this.

Looking forward to it @dee_bosa. Thanks for the invite.

@dee_bosa one of the learnings I have had in the past 6 months is what sounds utterly unreasonable and almost delusional as a goal becomes the most conservative estimate you could’ve had just a few weeks later. The degree of this exponential makes AI have no priors. But it really requires an entirely different mental model.

That’s pretty deep

Especially AI fluent PM’s are in particularly high demand @lennysan. The gap between AI dexterous people and lack of dexterity in AI will be unimaginable in a few years. Someone using AI might over time due to volume of compounding be a few orders of magnitude more effective than someone that has not really developed an instinct for AI.

PM openings are at the highest levels since 2022 There are over 7,300 open PM roles at tech companies globally, and trending up. This is 75% above the low we saw in early 2023, and already up nearly 20% since the start of this year. Today we have the most open PM roles we’ve seen in 3+ years.

If there is one thing that has become superbly apparent over the last 90 days, it’s that the speed of movement of AI is almost disorienting and the bottleneck has been removed from code writing. Yes, there might be other bottlenecks like code review etc today in software development, but these I believe will be short lived. So as companies think about strategic differentiators, what will they be? Because if you can write code in 3 days, and let’s say you are twice as smart as your competition, the assumption would be that worst case in 6 days your competition neutralizes things. So how does a company create sustained differentiation. I think it will be three things as it stands right now, and I reserve to completely change my mind as time progresses. But these seem pretty durable moats as of now. 1. Cultural Moat: There has to be a cultural reset. You have to move fast, but for a durable length of time where you create a habit of being early to market. This notion of speed for long distances is not the juxtaposition between a sprint and a marathon. But it becomes a speedathon. If you do this as a company, in a month the moat might not even be noticeable m. But in a year, two years, three years, the moat gets to be remarkable. And it isn’t done by forcing the customer with things like data locks. It is done by pure meritocracy around innovation at speed for sustained periods of time. This power of compounding can’t be overstated. So my advice to anyone looking to create a moat is to just keep innovating by creating customer delight even if what you do is easily replicated initially. Because over time, the sheer volume advantage won’t make it replicable. Relevance is created by executing at speed for long distances where you are early in-market as a matter of habit. 2. Trust: We are in an era where it isn’t just our ability to delegate work, but safely and securely delegate work in order to build a trusted outcome. Trust is THE bottleneck for agentic phase of AI. The difference between agent delegation and trusted agent delegation could be the difference between bankruptcy and market leadership. 3. Tokenomics: While the cost of tokens drops ~1000x for inference every 12 to 18 months, the token consumption might go up 10,000x. So the increase in token consumption will need to be offset either organically by efficiencies in other areas or faster growth in profitable revenues. This requires a deep understanding of tokenomics or token economics. Companies that excel at generating the highest value tokens at the fastest velocity and getting it massively distributed will have a disproportionate advantage. 4. Judgement: None of this works if good old fashioned judgement is not applied to what we build. There will be a lot of slop that floods the market. So keep in mind that instinct and judgement will matter more than it has ever before. Because in a world of instant code, the difference between code that solves the important problems versus unimportant problems will be the difference maker. 5. Human Talent: Lastly, there is a lot of conversation around which jobs will be lost and which jobs will grow. This is going to be a very simple equation. Only people with extreme AI fluency and adaptability will be scarce. The rest will struggle for relevance. This contrast between those with AI dexterity versus ones that don’t have AI dexterity will be very stark. Much more severe than what I may have even imagined just three months ago. Also, If you are a human, you will be a manger. A manager of agents. Your job is to create a state where the agents are constantly working for you even when you are not, doing so economically and constantly creating outcomes of value. So it might feel like software is getting commoditized so there will be no moat. But I feel that these moats will be meaningfully larger in the next era because this is a test of competence, speed, attitude, economics and stamina. These aspects will really matter!

Here is the link to the blog: blogs.cisco.com/news/reimagini…

We are in a really interesting juncture of time where we will have almost infinite capacity that could be added to our workforce with agents that can allow us to solve problems that we didn’t have the capacity to even imagine solving just a few years ago. But this notion of trusted delegation of work to agents is the issue most companies will have to grapple with, and in a window of time that will be so compressed that it will feel very overwhelming and disorienting. The security community has a more important now than ever before in history and will have to rethink the trust architecture in the agentic era and do it in record time. At RSAC Conference, we at Cisco are excited to talk about what will be needed from the community of security practitioners to ensure safety and security for agents in this next phase of AI. I will be discussing this during my keynote later today. Also see the link of our blog below where we have meaningfully deepened our commitment to Opensource to ensure that the world is a safer place because security is a team sport and the adversaries are going to have access to agents just like the rest of us. So we must band together and share innovation to keep agents operating on our behalf. Our defenses must be not just delivered at agent speed but at agent scale. Hope to join many of you at the keynote.

The ability to project out just 3-6 months longer than other companies could become a massive superpower for any company. The crazy part is that this doesn’t even require you to be a visionary. It just requires recognizing that there is massive information asymmetry and actively attempt to tap into that information asymmetry. The uneven distribution of the trends that have already manifested but not yet obvious to everyone could become a material strategic execution advantage for any company. But it requires constantly staying current on all trends regarding AI which can be exhausting, but more necessary now than ever before. Last thing I’ll say is that it is so tempting to draw historical analogies of the current environment. But the thing that is counterintuitive is that with AI there are literally “no priors”.

Thanks for the kind words @rohanvarma. The partnership between @Cisco and @OpenAI has been nothing short of fabulous. Especially over the past 75 days. Our team is pretty stoked with the progress being made with the use of Codex. Let’s keep pushing on both sides. Appreciate you leaning in. The goal is to have 6 products 100% written with AI by end of 2026 and 70% of our products 100% written with AI by end of 2027. @kevinweil thinks I am sandbagging. I hope to prove him right ;-).

@DropSiteNews @NickSzabo4 @Grok can you share more details

🚨 BREAKING: Reports indicate Iran has struck Saudi oil infrastructure, with strikes said to have affected the Aramco facility at Ras Tanura amid the wider regional escalation. Ras Tanura is one of the largest oil refining and export facilities in the world. The refinery is Saudi Aramco’s largest refinery, with capacity of roughly 550,000 barrels per day.

@TheBengaluruGuy @lennysan @Cisco Haha. I’m sure you meant that in the best possible way ;-). It wasn’t a paid podcast for the record.

@lennysan @jpatel41 @Cisco I've seen Linkedin ads with him in the videos (so often) and till date, I never understood why. Is this a paid post/podcast? Just asking!

Jeetu Patel (@jpatel41) leads 30,000 people as President & CPO at @Cisco—a $300B giant at the heart of the biggest infrastructure buildout in history—making him one of the most consequential and least talked-about leaders in tech right now. In our in-depth conversation, we discuss: 🔸 Why large companies don’t fail at innovating—they fail at going all-in 🔸 The easiest way to spot a megatrend vs. a hype cycle 🔸 His communication framework for preventing “packet loss” across an organization 🔸 His “right to win” strategy framework 🔸 Much more Listen now 👇 youtu.be/ylNKlBlkFas

@yuehan_john_ @lennysan I agree. You have to establish trust first. And that takes an investment of time and it takes effort.

@lennysan @jpatel41 context matters a lot here - this probably only works once psychological safety is already established on the team. without that foundation, public criticism lands as public humiliation regardless of good intent

"Criticize in public, praise in private." @jpatel41

@nrmehta You’re too kind @nrmehta. I appreciate you more than you know!

@jpatel41 is a unicorn in tech: incredibly smart+incredibly kind. I know the latter for a fact. I have gone through many serious personal challenges over the last 3 years. Jeetu has always been there for me. He's also driving a legendary AI transformation at CSCO. Good listen!

Thanks for having me on the pod @lennysan. You ask some of the most thoughtful questions. It was such a pleasure to chat with you.

Thanks for having me on the show @PTI_News and Vijay Joshi.