The podcast features an interview with Tom Leighton, CEO of Akamai, following the company's release of second-quarter results. Leighton discusses the company's strong performance, particularly in cloud infrastructure services (up 30% year-over-year, projected to reach 40%+ by year-end), driven by strong tailwinds from generative AI. He addresses investor concerns regarding the company's positioning against hyperscalers, highlighting Akamai's unique distributed platform and lower latency capabilities. The conversation also touches upon the risk associated with Akamai's relationship with TikTok, the growth drivers within Akamai's security sector, and the impact of generative AI on the company's workforce and the need for upskilling in the United States.
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