The networking world is often viewed as a battle of specs — bandwidth, latency, port density and power efficiency. But one of the most consequential story of the past two decades had less to do with silicon and more to do with culture.
This quick read is about
$CSCO's culture of spin-ins, how Jayashree Ullal came to lead
$ANET, and how Pensando and its DPU, which would’ve have become a part of CSCO, fell in
$AMD's hands.
chiplog.io/p/arista-amd-pens…