All-In with Chamath, Jason, Sacks & Friedberg
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
David Sacks
Obviously, Cisco is still around today and it's a valuable company, but it just hasn't ever regained the type of market cap it had. The reason this happened is because Cisco got commoditized. So to Chamath's point, the success and market cap of that company attracted a whole bunch of new entrants, and they copied Cisco's products until they were total commodities.
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