Notes: Light is the Future (Pt.2)
Summary
* The optical supply chain bottleneck into 2026 is EML capacity, with
Broadcom
Notes: Light is the Future (Pt.1)
Summary
* DeepSeek, Huawei, and then AVGO in 2025 pulled forward the timeline
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Reflections: Platform Vs. Point BoB In Enterprise Tech
Summary
* The debate between focused startups and compounded startups in the enterprise
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
