Cisco

includes Cisco Webex

6 statements across 4 episodes · 2 bullish · 0 bearish · 4 people on the record · first statement Oct 14, 2024 by Liron Zvibel · said 38 times in 12 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Bhaskar S. (6), Dylan Fox (5), Didi Gurfinkel (4), Alex Hoff (4), Pablo Srugo (3), Lior Susan (3), Dheeraj Pandey (3), Amanda Kahlow (3)

tap a year for its mentions
00102204202420252026episodesmentions
024202420252026episodes it came up in
002244202420252026episodesmentions per episode
2026 16 mentions in 4 episodes 4 per episode
2025 7 mentions in 4 episodes 2 per episode
2024 15 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Cisco, oldest first

Oct 14, 2024
Assertion Supported
Weka raised from nine major strategics including Nvidia, Qualcomm, and Cisco
“Throughout the round B and C we raised money from Qualcomm and Mellanox and Nvidia and Micron and Seagate and Western Digital and Hewlett Packard and Cisco and Hitachi, and I probably forgot the bond.”
Liron Zvibel Oct 14, 2024 ▶ 38:00 His 1st startup failed—but his 2nd one hit $100M ARR & a $1.6B valuation. Here's what he learned.... · PMF Show
Dec 8, 2025
Insight
Smith: Early founders mistake by hiring big-company executives too soon
“One of the mistakes that I see it like first time early stage founders make is they're like, oh, I'm gonna go hire the like person from Cisco or something. You know, I don't know, like the big leagues and I'm gonna bring them into here. I have no idea what to …”
Jennifer Smith Dec 8, 2025 ▶ 26:57 Her VCs said she killed the company. 6 years later, it's worth $1.3B. | Jennifer Smith, Founder o... · PMF Show
Mar 30, 2026 neutral
Assertion Not checkable as stated
AppDynamics took Cisco's buyout offer over a projected $2B IPO valuation.
“And as we were getting closer to the IPO, then that's when we had the offer a little bit of back and forth here and there, and then eventually we're like, okay, let's, let's take this one, because we weren't going to float at probably around, around two bill, …”
Bhaskar S. Mar 30, 2026 ▶ 33:17 He launched a free product for enterprise customers—then grew to $12M ARR in 2 years. | Bhaskar S... · PMF Show
Mar 30, 2026 positive
Assertion Not publicly verifiable
AppDynamics sold over $1 billion in TCV before the Cisco acquisition.
“We just basically, by then, sold a billion in TCP. You know, I don't remember the exact sort of, like, Revenue number, but we had sold a billion in DCV.”
Bhaskar S. Mar 30, 2026 ▶ 33:35 He launched a free product for enterprise customers—then grew to $12M ARR in 2 years. | Bhaskar S... · PMF Show
Apr 6, 2026 positive
Assertion Not checkable as stated
Kahlow: Model correctly predicted LDS Church's $5M Cisco purchase
“I'll never forget one of the first predictions was the Church of Latter-day Saints. And we predicted that they would buy five million dollars worth of networking and security from Cisco. And then we were right. And it was like, oh shit. Wow. Like they went fro…”
Amanda Kahlow Apr 6, 2026 ▶ 4:21 She got rejected by 22 VCs—then built 6sense to $100M+ in revenue. Now she's back for AI. | Amand... · PMF Show
Apr 6, 2026
Disclosure
Kahlow: 6sense reset $5M services revenue to zero when building SaaS
“Yeah, but we killed off that business. We went to zero. So it was basically, you know, they were paying that. It was a service. They were, that was services revenue. So it wasn't ARR. It wasn't subscription revenue. Everything I built in my past life had to be…”
Amanda Kahlow Apr 6, 2026 ▶ 7:49 She got rejected by 22 VCs—then built 6sense to $100M+ in revenue. Now she's back for AI. | Amand... · PMF Show
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