Cisco

David Senra · Aug 30

How to Dominate for Decades | Doug Leone, Sequoia Capital

Sequoia owned a quarter of it and sold for a $90 million gain. Cisco later reached about half a trillion dollars in value, a lesson in selling too early.

Tips

• Sequoia sold winners too early, and Leone says every venture investor does the same▶ 24:12Sequoia owned about 20% of Nvidia, 10% of Google and a quarter of Cisco, whose value Leone puts around half a trillion dollars at its height.

Lenny's Podcast · Jan 25

Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market

It was a nineties tornado gorilla. Juniper survived as a local gorilla, essentially Cisco for telcos.