Looking forward to spending time with @Qualcomm on Wednesday for their 6G Leadership analyst day. Stay tuned for my insights and a special podcast recording of Beyond the Network from beautiful San Diego with @seankinneyRCR.

To address the weaponization of modern Al by bad actors, defenders must flip the polarity of security operations from a reactive to proactive stance to fight Al with Al. I like what @CatoNetworks is aiming to accomplish with its recently announced Agentic Threat Prevention. It utilizes autonomous agents to predict potential attack paths while dynamically adjusting posture control based on unique environmental elements. These are powerful capabilities in delivering needed scale and machine speed to match an ever increasing threat landscape powered by Al. Founder and chief executive Shlomo Kramer sums up the challenge succinctly - prediction is the new prevention ⬇️

Spending time with @TMobileBusiness today in Bellevue on the heels of its announcement of a reimagination of business internet. SuperBroadband bonds the carrier's 5G Standalone FWA and @Starlink satellite connectivity services to deliver redundancy and coverage to every zip code in the U.S. through a single contract, single pane of glass. 🤯 To say this is hard to do is an understatement, and the potential to solve an issue that has plagued businesses for decades is powerful.

.@nokia is leaning into its core strengths as it pivots to take advantage of the AI gold rush. A focus on facilitating autonomous networks and depth in optical also has the potential to provide it with further financial tailwinds.

Finally got to give my @oakley @Meta Vanguard AI sunglasses a full test today with a new heart rate strap and cadence sensor on my gravel bike. The @GarminFitness integration is amazing. It's super cool to ask Meta my heart rate and cadence while listening to music and still being aware of the road and sounds of approaching cars. Picture capture is buggy at times. The AI ride summary is also magical 🤓

.@DellTech's global chief technology and AI officer John Roese shares his insights related to the collaboration with @okta for its own internal agentic AI security provisions. That partnership with an AI factory infrastructure leader speaks volumes to Okta's potential and capabilities. #OktaShowcase

In my first @Forbes contribution as an independent industry analyst, I examine the importance of optical networking in the AI era. I break down my analysis by semiconductor including @Broadcom, @MarvellTech, @NTTDATA and @AMD, by infrastructure including @Cisco, @Ciena, @nokia, @ribboncomm and @AppliedOpto, and by service provider including @CogentCo, @lumentechco and @ZayoGroup. It is the first piece with more to follow as I launch my optical networking practice area with LoneStar Advisory & Research. ⬇️