Cisco, every mention

7 scenes (2024) · ← back to Cisco

mentionsepisodesper episode tap a year for its mentions

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

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▶ 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.

▶ 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.

▶ 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.

▶ 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…

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