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  1. In Good Company with Nicolai Tangen
  2. HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks
HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

In Good Company with Nicolai Tangen · Jan 2, 2026

Arista CEO Jayshree Ullal on why the AI boom is a durable mega-trend, not a bubble, and the critical role of networking infrastructure.

Leaders Must Be 'Coach Players' to Maintain Engineering Culture at Scale

To prevent management from becoming a detached layer, Arista ensures its leaders are "coach players." This means even senior executives, like the CTO and founder, still contribute by coding. This "leading by example" approach proves to employees that management is connected to the core work, reinforcing a strong, authentic engineering culture.

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks thumbnail

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

In Good Company with Nicolai Tangen·2 months ago

AI's Rise Is a 1000x Faster Megatrend, Not a Dot-Com Bubble Repeat

Unlike the dot-com bubble driven by fleeting startups, the AI boom is a sustainable "megatrend." It's led by established giants like Microsoft and Google, developing on a compressed 5-7 year timeline (vs. 15 years for the internet), and operating at a scale 1000x larger, suggesting longevity over a sudden collapse.

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks thumbnail

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

In Good Company with Nicolai Tangen·2 months ago

Effective Leaders Can Be 'Accidental Executives' Who Prioritize Product Over Position

Career paths are not always linear climbs. Arista CEO Jayshree Ullal identifies as an "accidental executive" who was more passionate about product and technology than a C-suite title at Cisco. This mindset led her to leave a secure corporate path to found Arista, driven by a desire to be an entrepreneur and work with people she enjoyed.

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks thumbnail

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

In Good Company with Nicolai Tangen·2 months ago

Future Success Can Stem From Optimizing 'Return on Effort,' Not Just Raw Hours

Rather than trying to be the top-ranked student by matching the 8-hour study days of her peers, Arista's CEO focused on a "rich ROI." By studying 3-4 hours to achieve top 10% results, she demonstrated an early instinct for optimizing effort for significant returns, rather than maximizing input for marginal gains. She calls this "playing the long game."

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks thumbnail

HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

In Good Company with Nicolai Tangen·2 months ago