// OVERVIEW
Global networking and cybersecurity technology company.
Discussed in
- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
- 🔄 Routing roulette
- DeepSeek Closes in on Anthropic's Top Model
- BREAKING_ Nikesh Arora, Palo Alto Networks
- 👾 Agent apocalypse
- Jensen Huang — GTC Paris Keynote at VivaTech
- 🔥 SpaceX Files for the Largest IPO in History, AI Valuations Hit New Records, Ceasefire Still Unsigned - Here's the State of the Market in May 2026
- GameStop's CEO Struggles to Explain His eBay Offer
// RECENT MENTIONS
// SIGNALS
22 SIGNALS
01
mention·20VC·AUGUST 31, 2026
“Mike was an operator, worked at Cisco for a long time, ran CorpDev. I think he did over 100 acquisitions.”
Source→02
mention·The a16z Show·AUGUST 28, 2026
“The move to the internet, this is where we've got Cisco and Juniper.”
Source→03
funding
AI-extracted from podcast / newsletter / paper summaries. May contain errors.