3. Where AI Goes From Here: What Cisco Investments Is Seeing From SEA

How do you tell the difference between an AI bubble and a long-term reset of how the world runs?Rajiv Menon, Managing Director at Cisco Investments and a 20-year veteran of the company, joins us to unpack how AI is actually showing up in enterprise technology—well beyond the headline frenzy. They explore what Cisco’s vantage point reveals about how the AI stack is evolving and why Southeast Asia remains a quietly powerful node in the global enterprise map.Unfair Advantage explores how the people building, funding, and transforming Southeast Asia’s next wave of enterprise technology create—and sustain—their edge. Each episode brings clarity to what drives growth across the region’s fast-evolving innovation economy.Hosted by Murli Ravi, Co-Founder and Managing Partner of Tin Men Capital, a Singapore-based VC firm focused on Series A B2B tech startups across Southeast Asia.Have a question you’d like our guest to answer on the show? Submit it here: https://forms.gle/qsv93zWPMvG2L6zd8 Connect with Rajiv and Cisco Investments:Website: https://www.ciscoinvestments.com/ Email: [email protected] / [email protected]