Podcast: Things Past and Things to Come August 29 2022

Tom, Maven, and Nigel look at four players in network equipment; Arista, Cisco, Juniper, and Palo Alto, and discuss why “generalist” vendors like Cisco and Juniper need something new for a margin kicker. Is Juniper’s Mist venture into AI enough, how might it evolve, and what role could Juniper Cloud Metro play in its seemingly eternal battle with Cisco?