Cisco on AI Security: Agents, Costs, and China #AI


Cisco President and Chief Product Office Jeetu Patel Talks New AI Tool for Cybersecurity |…, from Bloomberg Podcast

Budget Allocation and Future Investment

When asked if the increased focus on cybersecurity was detracting from AI efficiency research, Patel noted that organizations are learning from past tech investment cycles, like the early days of cloud computing. He believes that companies are making forward investments in both areas, recognizing that neither can be neglected. “So I’m not seeing the re the reason that people are investing in cyber security taking away from certain other areas such as AI,” Patel said. However, he stressed the importance of AI demonstrating tangible returns to justify continued investment in its underlying infrastructure.

The Global AI Race and Open Source

The conversation also touched upon the global AI landscape, particularly the advancements in China. Patel acknowledged China as a formidable competitor, noting their significant progress in developing frontier-class AI models. He specifically mentioned the creative approaches China has taken, beyond simple model distillation. “China is a formidable competitor to the US, but they’ve actually made a tremendous amount of progress,” Patel observed. He advocated for the US to bolster its open-source AI strategy, citing companies like Nvidia and Thinking Machines as examples of successful open-source contributions. “It is in our national interest and it is in the interest of every US model gets used all over the world whether it be closed source or open source,” he concluded.



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