Patel describes Cisco as a picks-and-shovels provider for the AI era, building infrastructure that helps AI run securely. He says his role is to set direction, hire well, and choose markets, while giving teams credit for the product work. His leadership team follows a rule of thirds: Cisco operators, outside leaders, and founders or CEOs from acquired companies.
How Jeetu Patel Runs Cisco Like the World’s Largest Startup
Speaker
Jeetu Patel, Cisco’s president and chief product officer, joins Y Combinator to discuss running Cisco with a founder’s mindset, scaling AI infrastructure, adopting AI at work, and lessons from his career.
Patel says Cisco is in a high-stakes period and needs to combine startup speed with the reach of a large company. He sees two major needs: more networking capacity as agent use grows, and security tools to monitor agents and prevent harmful actions. Cisco’s agentic security platform includes visibility into models and agents, non-human identity, red teaming, and runtime guardrails.
Patel says Cisco introduced AI to its 32,000 engineers and the wider company by giving employees tools and unlimited tokens, while making clear that they were expected to use them. He argues AI should help teams pursue work they could not previously tackle, rather than simply reduce headcount. A skeptical engineering leader changed his view after a team refactored roughly half a million lines of code in two weeks.
Patel describes different planning cycles across Cisco’s stack: about five years for silicon, 18 to 24 months for hardware, and as little as weeks for models and apps. He says Cisco’s networking connects GPUs within racks, across data center rows, and between sites separated by hundreds of kilometers. AI networking orders grew from $2.3 billion in the first year to $9.3 billion two years later.
Patel recounts leaving India at 19, taking over a company as an intern, and running it for 17 years before moving to EMC and then Box. He says he stayed too long in a business that did not match his ambition, partly because of ego, and learned a great deal from mentor Rick at EMC. His advice to founders is to think boldly, build durable relationships, improve steadily, and spend time on work they will value later.
Takeaways
- Pair startup speed with the operating systems and reach of a large company.
- Treat AI adoption as a core skill and give teams room to learn before optimizing efficiency.
- Plan across different product cycles, from fast-moving apps to silicon that takes years.
- Build security and observability into delegated AI workflows so people can trust agents with consequential tasks.
- Check that your business model supports the impact you want to have before committing years to it.
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What was claimed 16
- acquired
“We acquired a company called Galileo”
YouTube Verified2 sources· Talk, Web· archived
- role atJeetu Patel is president and chief product officer at
Cisco
“Cisco's president and chief product officer”
YouTube Unverified1 source· Talk
- feature
Cisco: Positions itself as an AI infrastructure company providing infrastructure for AI workloads
“We are the AI infrastructure company for the AI era”
YouTube Unverified1 source· Talk
- previously atJeetu Patel previously at EMC
“Then I went to EMC”
YouTube Unverified1 source· Talk
- previously atJeetu Patel previously at
Box
ran product“I was running product with Aaron Levie”
YouTube Unverified1 source· Talk
- feature
Cisco: Uses a rule of thirds for its leadership team: Cisco operators, outside hires, and founders or CEOs of acquired companies
“I try to call our approach a rule of thirds”
YouTube Unverified1 source· Talk
- metric
Cisco: Fewer than 2% of people were using agents in a power-user capacity
“fewer than 2% of people are using agents”
YouTube Unverified1 source· Talk
- feature
Cisco: Provides networking, security, and machine data capabilities through Cisco, including Splunk
“one of the world's largest networking companies”
YouTube Unverified1 source· Talk











