Build-in-Public
Predictions
Predictions you grade yourself on, publicly, are the single strongest signal that you have a real thesis and are willing to be wrong. Each prediction is grounded in first-hand field conversations — not armchair speculation — and graded within 48 hours of the event.
Cisco Live 2026
5 predictions — grading pending
- Agentic AI80%ungraded
At Cisco Live 2026, Splunk will demo at least one agent that triages SOC alerts and takes autonomous remediation action at GA, not just preview.
- Identity75%ungraded
Duo agent identity will get a Fortune 50 customer reference at Cisco Live 2026 (specifically named on stage).
- Vendor Strategy65%ungraded
Cisco will announce MCP gateway pricing — OR commit to one within 6 months — during Cisco Live keynote.
- Identity55%ungraded
At least one major identity vendor at Cisco Live will announce hardware-rooted agent identity capabilities (TPM, HSM, or secure enclave attestation for agents). If yes, name them.
- Agentic AI80%ungraded
Splunk’s agentic SecOps story will include at least one specific dollar number — either ROI estimate, alert volume reduction percent, or analyst time savings — backed by a customer logo.
I publish predictions and grade myself publicly. If you want to discuss any of these before or after the event, LinkedIn is the best place.