Nilay Patel

That core piece of technology where you're multiplexing and virtualizing a single piece of fiber, right? That was Sienna's sort of big technology better. I believe it's called WDM. Explain that to people just very quickly.

That core piece of technology where you're multiplexing and virtualizing a single piece of fiber, right? That was Sienna's sort of big technology better. I believe it's called WDM. Explain that to people just very quickly.

That core piece of technology where you're multiplexing and virtualizing a single piece of fiber, right? That was Sienna's sort of big technology better. I believe it's called WDM. Explain that to people just very quickly.

It's always been explained to me that the fiber is the fiber, and we're just sending light back and forth, and it's the pieces at the end that actually create the additional bandwidth, that create the additional capability. Is that more or less true, or are you really just focused on the bits at the end that talk to each other?

It's always been explained to me that the fiber is the fiber, and we're just sending light back and forth, and it's the pieces at the end that actually create the additional bandwidth, that create the additional capability. Is that more or less true, or are you really just focused on the bits at the end that talk to each other?

It's always been explained to me that the fiber is the fiber, and we're just sending light back and forth, and it's the pieces at the end that actually create the additional bandwidth, that create the additional capability. Is that more or less true, or are you really just focused on the bits at the end that talk to each other?

You're talking about scaling faster than Moore's Law, which is roughly a doubling every 18 months. Decoder listeners are very pedantic. They will tell me that's not actually what Moore's Law means, but I think that's how you're using it. And I appreciate our listeners very much. I don't think that quite applies here, but you're talking about a doubling of bandwidth every 18 months.

You're talking about scaling faster than Moore's Law, which is roughly a doubling every 18 months. Decoder listeners are very pedantic. They will tell me that's not actually what Moore's Law means, but I think that's how you're using it. And I appreciate our listeners very much. I don't think that quite applies here, but you're talking about a doubling of bandwidth every 18 months.

You're talking about scaling faster than Moore's Law, which is roughly a doubling every 18 months. Decoder listeners are very pedantic. They will tell me that's not actually what Moore's Law means, but I think that's how you're using it. And I appreciate our listeners very much. I don't think that quite applies here, but you're talking about a doubling of bandwidth every 18 months.

That's what that feels like. Yes. And WDM, you've been running it since 1997, right? This is the technology bed of the company. Is it the capacity of WDM where you're using multiple wavelengths of light across a single fiber? Is it that what's doubling? Yeah.

That's what that feels like. Yes. And WDM, you've been running it since 1997, right? This is the technology bed of the company. Is it the capacity of WDM where you're using multiple wavelengths of light across a single fiber? Is it that what's doubling? Yeah.

That's what that feels like. Yes. And WDM, you've been running it since 1997, right? This is the technology bed of the company. Is it the capacity of WDM where you're using multiple wavelengths of light across a single fiber? Is it that what's doubling? Yeah.

And do you just sell these boxes to the telecom providers and the data center providers and walk away? Do you have ongoing support?

And do you just sell these boxes to the telecom providers and the data center providers and walk away? Do you have ongoing support?

And do you just sell these boxes to the telecom providers and the data center providers and walk away? Do you have ongoing support?

This is the thing that I was talking about at the beginning. It just seems so hard to understand, and it's so interesting to talk to you about it because you're in it, that the internet we experience is obviously changing the dynamics of the internet we build. So I experience my phone and there's a bunch of stuff happening on some data center owned by Google or Microsoft or whoever.

This is the thing that I was talking about at the beginning. It just seems so hard to understand, and it's so interesting to talk to you about it because you're in it, that the internet we experience is obviously changing the dynamics of the internet we build. So I experience my phone and there's a bunch of stuff happening on some data center owned by Google or Microsoft or whoever.

This is the thing that I was talking about at the beginning. It just seems so hard to understand, and it's so interesting to talk to you about it because you're in it, that the internet we experience is obviously changing the dynamics of the internet we build. So I experience my phone and there's a bunch of stuff happening on some data center owned by Google or Microsoft or whoever.

And that means those companies now own most of the capacity of undersea cables. And that chain of events, I think, is not intuitive. unless you're paying attention to it, but just talking to you for 13 minutes here, that seems very intuitive to you. It makes sense to you that they would have the capacity because I'm not sending nearly as much data as a consumer across the ocean.

And that means those companies now own most of the capacity of undersea cables. And that chain of events, I think, is not intuitive. unless you're paying attention to it, but just talking to you for 13 minutes here, that seems very intuitive to you. It makes sense to you that they would have the capacity because I'm not sending nearly as much data as a consumer across the ocean.