Cisco, every mention

15 scenes · ← back to Cisco

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035202120222023202420252026episodes it came up in
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every year anyone Chamath Palihapitiya 15Jason Calacanis 10David Friedberg 7David Sacks 3Roelof Botha 1Gavin Baker 1Andrew Feldman 1

Verbatim, from the transcripts: the passages where Cisco comes up

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GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal Sep 4, 2026 · 2 mentions

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel Jun 6, 2026 · 1 mention

  • ▶ 22:26 Andrew Feldman And, and what you got with Cisco and Juniper and Arista and this collection of new companies.

SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis? May 22, 2026 · 1 mention

  • ▶ 1:28:49 Gavin Baker And, you know, these, the Nvidia of, of, of the tech bubble is Cisco and it traded a hundred times forward earnings.

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze May 1, 2026 · 3 mentions

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! Jan 23, 2026 · 1 mention

  • ▶ 1:09:41 Jason Calacanis And what they did with five G, they're networking up against Cisco and, and, you know, our national champions.

Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built Oct 9, 2025 · 1 mention

Nikesh Arora | All-In Summit 2024 Sep 23, 2024 · 1 mention

  • ▶ 18:59 David Sacks Now in Cisco, Oracle, Salesforce, they've all kind of had this M&A playbook that they claim is part of their engine of success.

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls May 24, 2024 · 13 mentions

E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more Feb 23, 2024 · 9 mentions

  • ▶ 10:21 David Friedberg I mean, you can look at Cisco during the early days of the internet build out and everyone thought Cisco was the picks and shovels of the internet. 7 times in the scene
  • ▶ 24:34 David Sacks By all the telecom companies and the telecom companies had a Cisco like, you know, uh, peak. 2 times in the scene

E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more Sep 22, 2023 · 2 mentions

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A! Jun 10, 2023 · 1 mention

  • ▶ 35:04 Jason Calacanis Investments that they did when they were private companies, Cisco, the gains from public forward were greater than the gains in private.

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more Jan 20, 2023 · 1 mention

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI Aug 13, 2022 · 1 mention

  • ▶ 36:14 Chamath Palihapitiya They invested in all of these, you know, dot com companies and brought them into Japan, including great businesses like Cisco.

E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses Nov 6, 2021 · 1 mention

  • ▶ 32:57 Chamath Palihapitiya and two point O, you needed companies like Sun Microsystems and Cisco and, you know, all of the plumbers foundational stuff to build plumbing for the internet, to allow the thousand flowers to bloom at the application level.
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