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Cisco

Cisco is an American multinational technology conglomerate that specializes in designing, manufacturing, and selling networking equipment, software, and other high-tech products and services. Chuck Robbins serves as Chair and CEO. Cisco operates in a range of sectors, including cybersecurity, internet of things, and cloud computing. The company's primary competitors include tech giants such as HP, IBM, and Microsoft.

Recent Articles about Cisco
Art by Clark Miller.
Applied AI

Microsoft’s GitHub Sees Booming Traffic—and Outages—as AI Agents Flood Platform

By Aaron Holmes · Apr 7, 2026 10:30am PDT · 1 comment
Software developers are using AI agents to crank out more lines of code than is humanly possible, with companies like Meta hosting “tokenmaxxing” contests to see which coders can spin the AI meter the fastest.That trend is leading to a surge in traffic at Microsoft-owned GitHub, which hosts repositories where companies can upload and edit their... Software developers are using AI agents to crank out more lines of code than is humanly possible,...
Daniela Amodei, co-founder and president of Anthropic. Kimberly White/Common Sense Media/Getty Images.
AI Agenda

Anthropic’s Compute Crunch Strikes Again

By Stephanie Palazzolo · Apr 7, 2026 7:00am PDT
Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth surged 58% since the end of February. It also suggests the maker of the Claude chatbot may have surpassed OpenAI, which was generating $25 billion in annualized revenue in February.Despite its success, Anthropic isn’t winning any fans in the... Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth...
OpenAI CFO Sarah Friar and CEO Sam Altman. Kyle Grillot/Bloomberg/Getty Images.
The Briefing

OpenAI’s Never-Ending Soap Opera

By Martin Peers · Apr 6, 2026 5:00pm PDT · 2 comments
What’s the bet that OpenAI’s senior management team undergoes a shake-up before the company goes public? On Sunday, The Information reported that finance chief Sarah Friar has concerns about OpenAI’s readiness to go public and its ability to support its AI server commitments. And on Monday, The New Yorker published a long profile of CEO Sam... What’s the bet that OpenAI’s senior management team undergoes a shake-up before the company goes...
A talk at TensorWave CEO Jeff Tatarchuk’s Beyond CUDA event last year. Screenshot via YouTube/TensorWave.
Can TensorWave Leapfrog Nvidia’s Big Moat?
By Anissa Gardizy · Apr 6, 2026 12:01pm PDT
A talk at TensorWave CEO Jeff Tatarchuk’s Beyond CUDA event last year. Screenshot via YouTube/TensorWave.
AI Infrastructure

Can TensorWave Leapfrog Nvidia’s Big Moat?

By Anissa Gardizy · Apr 6, 2026 12:01pm PDT
Hello! Anissa here. Is Nvidia’s CUDA Vulnerable?Jeff Tatarchuk likes to poke the bear. The bear, in this case, is Nvidia. Tatarchuk has every incentive to challenge the chip company’s dominance. He runs startup TensorWave, which rents out AI chips from Nvidia rival Advanced Micro Devices.Last year, during Nvidia’s GTC conference, Tatarchuk... Hello! Anissa here. Is Nvidia’s CUDA Vulnerable?Jeff Tatarchuk likes to poke the bear. The...
Art by Getty Images
AI Agenda

Codex and Claude Code Can Work Together

By Rocket Drew · Apr 6, 2026 7:00am PDT
Forget all the chatter about which AI coding tool is winning the race. The companies behind the leading AI coding tools are learning the benefits of peaceful co-existence. On Thursday, for instance, Cursor announced a new version of its app designed for coding with AI agents from different coding providers simultaneously, including ... Forget all the chatter about which AI coding tool is winning the race. The companies behind the...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Michael M. Santiago/Getty Images.
The Briefing

What the Coming Big IPOs Mean for Tech Stocks

By Martin Peers · Apr 5, 2026 3:00pm PDT
The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s something worth thinking about: Big tech stocks out of favor with investors—particularly Microsoft, Amazon and Meta Platforms—need to show something striking when they report for the quarter if they want to get out of the doghouse they’re in.If they don’t,... The first quarter is over, and tech earnings season is only a couple of weeks away. Here’s...
Sunday Insights

The Vibe Coding Effect? Apple’s App Store Saw 84% Jump in New Apps in Quarter

By Aaron Tilley · Apr 5, 2026 8:00am PDT · 1 comment
For much of the last decade, the number of new apps launching in Apple’s App Store each year went into a tailspin, falling a whopping 48% between 2016 and 2024, according to data from research firm Sensor Tower. At least that was the case until last year. In 2025, the number of new apps that showed up in the App Store globally suddenly exploded,... For much of the last decade, the number of new apps launching in Apple’s App Store each year went...
Illustration: Clark Miller
Frontier Tower, A Hot Spot for Strange Tech, Plots Global Expansion and New Hotel
By Eli Rosenberg · Apr 4, 2026 6:54am PDT · 4 comments
Illustration: Clark Miller
Tech Culture

Frontier Tower, A Hot Spot for Strange Tech, Plots Global Expansion and New Hotel

By Eli Rosenberg · Apr 4, 2026 6:54am PDT · 4 comments
Near the corner of Sixth and Market streets in downtown San Francisco, Frontier Tower has become a 15-story haven for the wildest and weirdest thinkers in technology. Floor 11 is full of longevity and health tech enthusiasts. The crypto folks are a floor above, with a lounge full of expensive furniture. AI is on floor 9. And the big event there... Near the corner of Sixth and Market streets in downtown San Francisco, Frontier Tower has become...
Art by Mike Sullivan.
Exclusive

Amazon Curbs Misleading Markdowns Ahead of Prime Day Sale

By Ann Gehan · Apr 3, 2026 10:16am PDT
Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime Day sale this summer, steps that could cut down on eye-popping Prime Day deals while addressing complaints that some discounts are overstated. Over the next two months, Amazon will closely track what shoppers have been paying for items in the run-up... Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime...
Dario Amodei, co-founder and chief executive officer of Anthropic. Photo by David Paul Morris/Getty Images
Exclusive

Anthropic Acquires Startup Coefficient Bio for About $400 Million

By Sri Muppidi and Stephanie Palazzolo · Apr 2, 2026 5:03pm PDT
Anthropic has acquired AI biotech startup Coefficient Bio for roughly $400 million, according to a person with knowledge of the deal. The startup’s team will be joining Anthropic’s healthcare life sciences group, which develops tools for the biotech industry ranging from drug discovery to clinical commercialization, said the person. ... Anthropic has acquired AI biotech startup Coefficient Bio for roughly $400 million, according to...
TBPN hosts John Coogan (left) and Jordi Hays. Photo courtesy of TBPN.
The Briefing

Why OpenAI's TBPN Deal is No Joke

By Martin Peers · Apr 2, 2026 5:00pm PDT · 2 comments
OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it turns out. Instead of using AI to generate videos, OpenAI wants to use videos to drive AI adoption.That’s one way of looking at the company’s rather startling decision on Thursday to buy TBPN, the Silicon Valley talk show that specializes in schmoozy... OpenAI’s shuttering of Sora wasn’t meant to be the end of its adventures in video generation, it...
Art by Getty Images
Anthropic ‘Mythos’ Model Signals New Era of AI Cybersecurity Risks
By Aaron Holmes · Apr 2, 2026 11:37am PDT
Art by Getty Images
Applied AI

Anthropic ‘Mythos’ Model Signals New Era of AI Cybersecurity Risks

By Aaron Holmes · Apr 2, 2026 11:37am PDT
The cybersecurity field is buzzing about an upcoming Anthropic AI model that could be used by hackers to “exploit [security] vulnerabilities in ways that far outpace the efforts of defenders,” according to a draft blog post the company mistakenly made public.Anthropic has been briefing cybersecurity researchers and is giving them early access to... The cybersecurity field is buzzing about an upcoming Anthropic AI model that could be used by...
Wrtn Technologies co-founder and chief product officer Djay Lee. Photos courtesy of Wrtn Technologies.
AI Agenda

An AI Storytelling Startup is On Pace to Generate $100 Million in Annual Sales

By Juro Osawa · Apr 2, 2026 7:00am PDT
Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s experience suggests there are plenty of lucrative consumer niches to be served.Seoul-based Wrtn Technologies says it’s generating more than $8 million in revenue a month from operating AI storytelling apps for hardcore anime and game fans in South... Besides ChatGPT, relatively few AI consumer apps have become breakout hits. But one app maker’s...
Commonwealth Fusion's magnet-making factory in Massachusetts. Photo: Courtesy Commonwealth
The Electric

The Electric: Commonwealth Fusion Backs a Rival's Attempt at Cheaper Fusion

By Steve LeVine · Apr 2, 2026 4:30am PDT
Commonwealth Fusion Systems has raised almost $3 billion to solve one of the most vexing problems in technology—how to create energy the same way the sun does. Now the Massachusetts startup has agreed to provide one of its main breakthroughs—gigantic advanced magnets that enable fusion reactors—to a smaller rival in a partnership that could... Commonwealth Fusion Systems has raised almost $3 billion to solve one of the most vexing problems...
OpenAI CEO Sam Altman. Nathan Laine/Bloomberg via Getty Images
The Briefing

Mixed OpenAI Investor Signals

By Cory Weinberg · Apr 1, 2026 5:00pm PDT
Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad Gerstner, in a podcast soundbyte heard round the world. “Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said.Indeed, he seems to have found plenty of buyers. Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad...
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Art by Mike Sullivan
Claude Code Leak Reveals Always-On ‘Kairos’ Agent
By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Art by Mike Sullivan
AI Agenda

Claude Code Leak Reveals Always-On ‘Kairos’ Agent

By Rocket Drew, Stephanie Palazzolo and Aaron Holmes · Apr 1, 2026 7:00am PDT
Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues. After accidentally publishing a blog post last week containing details of its next flagship AI model, Claude Mythos, the company on Tuesday said it had accidentally leaked some of the source code powering its popular Claude Code coding agent.In... Anthropic’s cybersecurity employees have probably spent the past week scolding their colleagues....
Art by Mike Sullivan.
Exclusive

Amazon’s AI Chat Ads Yield Data but Few Sales

By Catherine Perloff · Apr 1, 2026 6:02am PDT
The early batch of ads running on OpenAI’s ChatGPT has drawn a lot of attention in recent weeks. But marketers have also been trying out another new form of conversational ads offered by an existing advertising heavyweight: Amazon. Even there, marketers are only starting to get a read on how much traction these ads are getting. For Paladone, an... The early batch of ads running on OpenAI’s ChatGPT has drawn a lot of attention in recent weeks....
OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.
The Briefing

OpenAI’s Fundraising; The (Dismal) IPO Class of 2021

By Martin Peers · Mar 31, 2026 5:00pm PDT
Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran war. Don’t get too comfortable—things are likely to change quickly. In fact, the Iranians are threatening to attack U.S. tech facilities in the Middle East. Meanwhile, we got news today on a variety of fronts concerning Microsoft, Nvidia and Anthropic... Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran...
Photo via Getty Images
Applied AI

‘Guardian’ Apps Aim to Stop AI Agents From Going Rogue

By Laura Bratton · Mar 31, 2026 3:28pm PDT
As rogue AI agents cause security problems and product outages even at sophisticated companies such as Meta and Amazon, major firms such as ServiceNow as well as startups are developing new AI to monitor and stop them.The new AI, also known as guardian AI agents, comes in the form of a cloud application and can be laborious to set up. To use a... As rogue AI agents cause security problems and product outages even at sophisticated companies ...
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
Nvidia Stock is Cheap—What That Signals
By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.
The Briefing

Nvidia Stock is Cheap—What That Signals

By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments
Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly... Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a...
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