Cisco

includes Cisco Webex, Cisco AI Defense

7 statements across 7 episodes · 4 bullish · 0 bearish · 7 people on the record · first statement Jun 21, 2020 by Dhruv Kapoor · said 62 times in 23 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (21), Ashmeet Sidana (9), Viral Bajaria (5), Sharad Sharma (3), Nikhil Gupta (3), Umesh Padval (2), Anand Chandrasekaran (2), Alok Sama (2)

tap a year for its mentions
0015330520192020202120222023202420252026episodesmentions
03520192020202120222023202420252026episodes it came up in
0032.56520192020202120222023202420252026episodesmentions per episode
2026 26 mentions in 5 episodes 5 per episode
2025 7 mentions in 3 episodes 2 per episode
2024 4 mentions in 3 episodes 1 per episode
2023 5 mentions in 3 episodes 2 per episode
2022 1 mention in 1 episode
2021 11 mentions in 2 episodes 6 per episode
2020 7 mentions in 5 episodes 1 per episode
2019 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Cisco, oldest first

Jun 21, 2020 positive
Assertion Supported
Kapoor: Former Cisco CEO John Chambers invested in and joined Uniphore board
“They managed to raise actually get John Chambers, ex CEO of Cisco on their on their cap table. He personally invested in that company and he's on the board and he's guiding the company pretty much on a regular basis.”
Dhruv Kapoor Jun 21, 2020 ▶ 40:36 Understanding Exits and Investing in High Growth Startups with Dhruv Kapoor, Sistema Asia Capital
Jun 29, 2020
Insight
Dash: IVP passed on Zoom by underestimating cloud and overestimating Cisco
“What we got wrong on that one is we underestimated the sheer size Of the transition going on with sort of cloud communications. And we also probably overestimated the ability of the incumbents, namely Cisco and others to beat the startups.”
Somesh Dash Jun 29, 2020 ▶ 34:35 Somesh Dash, IVP on learnings from the crisis of 2002 & 2008 and investing in resilient companies
Nov 10, 2023 positive
Assertion Contradicted
Sharma: Cisco makes more profit than top five European telcos combined
“Cisco is having a bad profit here, and yet Cisco makes more profit than the top five European mobile operators, which includes Vodafone, Telefonica, and others.”
Sharad Sharma Nov 10, 2023 ▶ 10:32 UPI Struggle Story, India vs The World, BRAIN DRAIN Challenge I Sharad Sharma I iSPIRT I Neon Show
Dec 9, 2023 positive
Assertion Not checkable as stated
Ghosh: Bangalore's tech explosion took multiple generations of development centers
“The Bangalore explosion didn't happen in one generation, right? Even when we were in college, I remember Texas Instruments built a major development center here, right? Cisco built a major development system. Analog Devices built a major development center in …”
Bhaskar Ghosh Dec 9, 2023 ▶ 10:40 American Venture Capitalist Explains India’s BRIGHT FUTURE by 2030 | Bhaskar Ghosh | Neon Show
Nov 29, 2024 neutral
Opinion
Public tech markets are not in a dot-com style bubble today
“It's nothing like the bubble we saw in the year, 2000. Cisco as a provider of the plumbing for the internet is the closest comparable. Cisco is trading at 200 times earnings. So I don't think we're in bubble territory in the world of technology yet. I think th…”
Alok Sama Nov 29, 2024 ▶ 33:00 Former SOFTBANK CFO: My Honest Experience Working With Masayoshi Son | Alok Sama | The Neon Show
Mar 26, 2026 positive
Assertion Supported
Sidana: Cisco acquired Robust Intelligence and Yaron Singer leads Cisco Intelligence
“Cisco became an investor in the company and then eventually Cisco acquired the company. And today, all of what is called Cisco intelligence is run by your own.”
Ashmeet Sidana Mar 26, 2026 ▶ 49:34 Why Rule-Breaking Is the Only Rule in Venture Capital | Ashmeet Sidana, Engineering Capital
Jun 11, 2026 neutral
What-if
Saxena: AppDynamics could have reached a $50B-$70B valuation like Datadog
“Datadog was a much, much smaller company when AppDynamics was out there killing it. And Datadog today has, what, a 50, 60, seventy billion market cap. I don't even know. I haven't tracked it. That could have been AppDynamics.”
Shashank Saxena Jun 11, 2026 ▶ 1:16:42 Questions Every Founder Must Answer Before Taking an Acquisition Offer | Shashank, VNDLY & Pantomath
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