Cisco
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2023 by Ryan Noon · said 10 times in 7 episodes since 2023 · across every show →
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brought up most by Sarah Guo (3), Elad Gil (3), Ryan Noon (2), Sridhar Ramaswamy (1), Mati Staniszewski (1)
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2025 2 mentions in 2 episodes 1 per episode
2024 3 mentions in 2 episodes 2 per episode
Everything said about Cisco, oldest first
Oct 26, 2023 neutral
Noon: Cybersecurity incumbents acquire startups because early-stage efficacy is unpredictable
“There's a, you know, like a truism that all cybersecurity products are just, you know, complex insurance policies or whatever, right? But the point is like that, that mushiness exists. And so what has resulted in, in, in the free market here is these incredibl…”