Cisco

6 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 1, 2023 by John Chambers · said 25 times in 2 episodes since 2023 · across every show →

Mentions by year

brought up most by Joe Lonsdale (19), John Chambers (5), Pankaj Patel (1)

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Everything said about Cisco, oldest first

Mar 1, 2023 bullish
Prediction Not checkable as stated
Chambers: Nile will transform networking like AWS transformed cloud
“Think about what Cisco did to all the networking companies. Think about what Amazon did in the cloud. Think what Apple did in terms of ease of use. That really is what now is going to do this industry if we do it right.”
John Chambers Mar 1, 2023 ▶ 21:25 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
Mar 1, 2023
Assertion Supported
Chambers: Support costs comprise 75% of enterprise network expenses
“Where 75% of your cost of networks are the support costs, not the product costs.”
John Chambers Mar 1, 2023 ▶ 9:16 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
Mar 1, 2023
Insight
Chambers: Customers whose problems you solve become more loyal than trouble-free accounts
“And oddly enough, customers who had problems that you helped solve the problem even if it was created by us ended up being more loyal customers and actually grew faster than the ones who didn't.”
John Chambers Mar 1, 2023 ▶ 7:02 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
Mar 1, 2023
Insight
Chambers: Late market entrants cannot reach number one without partnering or acquiring
“Once the market take off, you can't think I'll be the 10th player in this market three years later and become number one. It doesn't happen. So if we weren't one of the first movers, we partnered with one of them or acquired”
John Chambers Mar 1, 2023 ▶ 5:50 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
Mar 1, 2023
Assertion Supported
Chambers: Cisco grew from $70M to $48B and created 10,000 employee millionaires
“We went from a company that had seventy million in sales when I joined, and it went to forty-eight billion. Ah, we were number one or number two in 15 of 18 product areas, number three in just three. We created 10,000 millionaires among our employees, so we sh…”
John Chambers Mar 1, 2023 ▶ 1:27 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
Mar 1, 2023
Assertion Not checkable as stated
Chambers: Customers recommended almost all of Cisco's 180 acquisitions
“Ah, out of the 180 acquisitions, almost all of them, it was a customer who told us we should buy them.”
John Chambers Mar 1, 2023 ▶ 7:32 John Chambers & Pankaj Patel Changed the World with Cisco. Now They're Doing It Again with Nile. · Joe Lonsdale
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