After nearly a decade with @MoorInsStrat, I’m excited to announce that in the new year, I will establish myself as an independent industry analyst. LoneStar Advisory & Research will continue to focus on my historic practice areas of enterprise and data center networking, telecommunications, and cybersecurity, with new extensibility into universal communications and end device security. Additionally, I am launching a new practice area focused on optical networking infrastructure, interconnects, underlying silicon, and services. The need for highly performant networking has never been more important, especially in today’s modern AI era. Those solution providers that can deliver scale up, out, and across will reap the rewards of the networking infrastructure gold rush. I want to thank @PatrickMoorhead for the opportunity to help build the depth of his firm through my personal contributions and analyst recruitment over the years. His mentorship has been instrumental in my journey. Another shout out to Dan Pickens, the firm’s retired business development lead who provided me with a wealth of advice that continues to sharpen my analysis and writing. Finally, many thanks to the clients that I will continue to work with, and to the new ones that I will work with soon! lonestar-ar.com/

Let's Go @astros!!

Boomer Loser!!

Whoops!

An ugly win but I'll take it @TexasFootball \m/

Welcome Chewy to your collection shrine 🤣 @starwars

Slowing AI isn’t realistic. Securing it is essential. @nikesharora joined @ArjunKharpal on @CNBC's The Tech Download to discuss why AI innovation will keep moving and the guardrails, safety, and security needed to move with it. Watch the full interview. cnb.cx/4ArDIwJ

The awe of natures beauty watching a thunderstorm at thirty-seven thousand feet - this is why I've always been at the window vs aisle..... @AmericanAir you've redeemed yourself a tad tonight with the light show 😎

Now my connecting plane has an AC issue and we are waiting to find a new one - are you kidding @AmericanAir?

Hey Harry - stay in your lane and stick to reality TV. It's abundantly clear that you don't know anything about AI without the help of a teleprompter.

That's easy \m/

AI curing rare diseases. Stories like these need to be told more often. Less doom. More hope. Let’s go 👏🏻

.@okta is driving a three pronged approach to securing agentic frameworks: 1️⃣ Blueprinting with broad ecosystem support 2️⃣ Agent SSO capability that doesn't require incremental licensing 3️⃣ An agentic platform that comprehends observability, runtime security, and lifecycle governance Powerful stuff....

Impressed with @okta's Blueprint Alliance efforts to bring an impressive number of infrastructure providers together including @awscloud, @googlecloud @ServiceNow, @zscaler to secure the agentic enterprise. Given the ongoing transformation of the entire IT and OT infrastructure stack imbued with AI, it will take an all hands on deck approach to address the continuing weaponization of AI.

.@okta chief executive @toddmckinnon kicks things off with a thought provoking quote. Genius in the modern AI era will require the safe and secure deployment of agentic frameworks. Identity security will serve as the tip of the spear for defenders.

Ready to kick off the second day of @okta Oktane after yesterday's closed door analyst program. I'm impressed with the company's continued journey in delivering identity security as a complete platform. More insights to follow.