Cisco
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2023 by David Rosenthal · said 20 times in 12 episodes since 2022 · across every show →
Mentions by year
brought up most by Ben Gilbert (10), David Rosenthal (8), Jason Calacanis (1), Eric Yuan (1)
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2025 3 mentions in 2 episodes 2 per episode
2023 6 mentions in 3 episodes 2 per episode
2022 11 mentions in 7 episodes 2 per episode
- Holiday Special 2022 · Acquired
- Benchmark Part I · Acquired
- The Playbook: Lessons from 200+ Company Stories · Acquired
- Capital-Efficient Growth (with Zoom CEO Eric Yuan & Veeva CEO Peter Gassner) · Acquired
- ACQ Sessions: Jason Calacanis · Acquired
- Amazon.com · Acquired
- Peloton - the entire history and strategy behind America's trendiest workout · Acquired
- every mention in 2022, scene by scene →
Everything said about Cisco, oldest first
Sep 6, 2023 bullish
Nvidia functions fundamentally as a platform company akin to Microsoft
“They do make semiconductors, and they do make data center gear, but really they are a platform company. The right analogy for NVIDIA also is Microsoft. They make the operating system. They make the programming environment. They make many of the applications.”