From the Dot-Com Crash to the AI Era: How Builders Survive Waves of Disruption

This panel discussion features Raghu Raghuram and Jeetu Patel, moderated by Martin Casado, who delve into the strategies large companies can use to navigate market disruptions and maintain a competitive edge. They explore VMware's experiences with disruption, Cisco's approach to the AI wave, and the importance of product-led innovation. The conversation covers the necessity of speed and scale, focusing on the ideal customer profile, and fostering a culture of innovation by empowering employees and encouraging direct communication. They emphasize the importance of storytelling, adapting to new user bases, and making strategic bets, highlighting the need for companies to be vertically integrated but horizontally friendly in the AI era.