Cisco, every mention
11 scenes, the whole family · ← back to Cisco
tap a year for its mentions
every year anyone Mike Maples, Jr. 1Joel Wittenberg 1Jeff Hausenbold 1Isaac Corre 1Gavin Baker 1Eli Casdin 1David Rosenthal 1Chris Sacca 1Chas Cocke 1Bill Trenchard 1
Verbatim, from the transcripts: the passages where Cisco comes up
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 15:06 Gavin Baker I had to write a 20 page thing at the end, and I wrote up Cisco in 1996.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 21:32 Alex Sacerdote 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 good in storage, and the analysts were set up in different compartments, and they couldn't…
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 1:07:00 Mike Maples, Jr. He'd been at WebEx inside of Cisco for 10 years.
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 16:11 Isaac Corre If you said to a long only investor that you can get a 15 or 20% return on a merger arm spread, they said, well, I can get much more than that in Cisco.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 25:55 Chris Sacca We wrote an angel check from Google at a company called Meraki that ultimately got bought for a couple billion dollars.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 19:02 David Rosenthal Two million bucks into Cisco for, like, 40% of the company.
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 22:34 Bill Trenchard And sure enough, they sold to Cisco for almost a billion dollars, and it was like a fantastic return.
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 6:13 Chas Cocke My first stock purchases in my young teens were not well researched, not surprisingly, I guess, but included, uh, GE and Microsoft and Cisco systems and a company called Fiocall, which is a defense contractor that made boosters for
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 1:05:00 Eli Casdin The other third-ish of the business is going to be in the services and tools and technologies, the sort of semiconductor-like, and the Ciscos and the routers, the plumbing, if you will, of the space.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 30:02 Jeff Hausenbold And then the success of Silicon Valley and the success of the first wave of companies from Cisco and eBay to the second wave of Facebook and Twitter to now the third wave of the DoorDashes and the SoFi's and the Airbnbs are leading people…
Diversity, Equity & Inclusion 4: Joel Wittenberg – A Prescription for the Future (Capital Allocators, EP.154)
- ▶ 49:48 Joel Wittenberg I was speaking to somebody in San Francisco, and he was a forty-five-year-old guy working at Cisco, wanted to leave to work at a VC firm, but nobody wants to hire a forty-five-year-old guy.