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Cisco

includes Cisco Meraki

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 3, 2022 by David Rosenthal · said 11 times in 11 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Mike Maples, Jr. (1), Joel Wittenberg (1), Jeff Hausenbold (1), Isaac Corre (1), Gavin Baker (1), Eli Casdin (1), David Rosenthal (1), Chris Sacca (1)

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2026 1 mention in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2021 4 mentions in 4 episodes 1 per episode
2020 1 mention in 1 episode

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Everything said about Cisco, oldest first

Jan 3, 2022 neutral
Assertion Partly supported
Rosenthal: Sequoia Capital bought 40% of Cisco for roughly $2 million
“You look at some of the rounds that they were doing, you know, they were putting like Two million bucks into Cisco for, like, 40% of the company.”
David Rosenthal Jan 3, 2022 ▶ 18:57 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Dec 22, 2025 bullish
Assertion Supported
Sacerdote: AWS Targeted the Largest Business IT Market in History
“In the traditional world, that was six hundred billion dollars of spend, and AWS was going after all of it. This was the biggest market in business IT ever, because previous markets were just the server market, or just Cisco was good in networking, EMC was goo…”
Alex Sacerdote Dec 22, 2025 ▶ 21:23 Top 5 of 2025: #4: Alex Sacerdote
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