Cisco president breaks down factors that could hold AI back

So Chuck, I got to start with the big picture because you've got a range of different players in the ecosystem here from infrastructure, you know, software, the security piece of it, but if you look at Cisco stock looks pretty good. If you look at some of these software companies, not so much. There's a lot of doubt and question in the investor set about who's going to benefit from this stage of the buildout and who's going to get totally disrupted from your seat particularly when it comes to software becau ...