Cisco, every mention
12 scenes · ← back to Cisco
tap a year for its mentions
every year anyone Brad Gerstner 8Bill Gurley 4Ali Ghodsi 2Sunny Madra 1
Verbatim, from the transcripts: the passages where Cisco comes up
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 27:21 Ali Ghodsi By the way, back then we thought it's like Cisco routers, you know, portals maybe with thousands of links on them. 2 times in the scene
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 15:49 Bill Gurley And Cisco got in trouble just with the customer loans because they were giving loans to startups who really didn't have the wherewithal to pay them back.
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 28:04 Brad Gerstner And the canonical case everybody's referencing, of course, is Cisco and Nortel from the last bubble, 25 years ago.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 26:41 Brad Gerstner We had with Bill, you know, had we topped out on compute demand, you know, were we entering an overbuild a la Cisco, 2000, um, and
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:53 Brad Gerstner For every conversation I have with people in Silicon Valley who say they're gonna invest more in compute, this is the year of agentic AI that we may see AGI in the next 18 months, I have another call, um, maybe with a big fund in New York…
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 40:57 Brad Gerstner I mean, the, the, you know, the thing that I, I think so interesting, you know, I hear Kramer on CNBC this morning, you know, and they're talking about is this Cisco from 2000.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:37 Sunny Madra You know, if you go back to say Cisco or the PC era or, you know, the cloud era, you didn't see that deep level integration.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 30:06 Brad Gerstner This is just like Cisco in 2000. 2 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:36 Bill Gurley Well, Dell sells into there, Cisco sells, like all these people end up kind of just agreeing and selling in, and so that, that is a remarkable move by Facebook to lower their cost of their infrastructure, and to keep it lower, and to,
- ▶ 59:18 Bill Gurley The, uh, antitrust because Google doesn't have a huge security business and, and there, there's actually concern about consolidation around Palo Alto and, and, and Microsoft and Cisco in the, in the industries, or in CrowdStrike.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 7:06 Brad Gerstner Comparing it to Cisco from, uh, from the, uh, 99, 2000 period. 2 times in the scene
- ▶ 14:06 Bill Gurley Yeah, and he, he made, Satya made me think of something that I hadn't really considered before, but, but because all AI tools are being delivered as a service in the cloud, there's just a massive amount of capex happening, and if you go…