Cisco
3 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Feb 23, 2024 by David Sacks · said 38 times in 14 episodes since 2021 · across every show →
Mentions by year
brought up most by Chamath Palihapitiya (15), Jason Calacanis (10), David Friedberg (7), David Sacks (3), Roelof Botha (1), Gavin Baker (1), Andrew Feldman (1)
tap a year for its mentions
2026 8 mentions in 5 episodes 2 per episode
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
- The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
- every mention in 2026, scene by scene →
2025 1 mention in 1 episode
2024 23 mentions in 3 episodes 8 per episode
2023 4 mentions in 3 episodes 1 per episode
2022 1 mention in 1 episode
Everything said about Cisco, oldest first
Feb 23, 2024 bullish
Sacks: Nvidia's valuation is grounded in profits, unlike Cisco in 2000
“One is that if you look at Nvidia's multiples, they're nowhere near where Cisco's were back then. So the market in 1999 and early 2000 was way more bubbly than it is now. So Nvidia's valuation is much more grounded in real revenue, real margins, real profit.”
May 24, 2024 bullish
May 22, 2026 bullish
Gavin Baker: Nvidia trades at low to mid-teens multiple of real earnings
“And, you know, these, the Nvidia of the tech bubble is Cisco and it traded a hundred times forward earnings. And, you know, I think Nvidia is probably at a low teens, multiple of kind of low to mid teens, multiple of real earnings.”