Cisco

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 11, 2024 by Alex Kolicich · said 10 times in 5 episodes since 2024 · across every show →

Mentions by year

brought up most by David Ulevitch (4), Cyan Banister (2), Tarek Mansoor (1), Molly O'Shea (1), Dan Wright (1), Alex Kolicich (1)

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Everything said about Cisco, oldest first

Oct 11, 2024 bullish
Opinion
Nvidia is not trading at dot-com bubble valuations on an earnings basis
“There's a lot of AI hype, but if you look at companies like Nvidia, they're actually not that expensive on an earnings basis. Like it's not, we're not in bubble territory, you know, Cisco, 2000 timeframe.”
Alex Kolicich Oct 11, 2024 ▶ 10:45 Alex Kolicich, 8VC | AI & Defense Tech Renaissance · Sourcery with Molly O'Shea
Jul 10, 2026 bullish
Disclosure
Banister: We invested our entire IronPort exit proceeds into SpaceX
“And so Luke and Scott convinced me to put everything that I made in Ironport when we sold the Cisco into SpaceX.”
Cyan Banister Jul 10, 2026 ▶ 1:07:43 "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
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