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Vikram Sekar
@vikramskr
Technical Red-Teaming for Pro Investors: Substack: Podcast: NFA. DYODD
๊ฐ€์ž… November 2020
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Agree that this caption is clickbaity.. but the point that I am trying to make in the video, is that EMLs do not have the same function in the land of CPO/NPO. Also, this clip is from a while ago (from days before I bought the semidoped neon sign ๐Ÿ˜€). Note to ourselves is to post clips from more recent times. The scene is evolving too rapidly -- and some of the older inferences don't hold much weight anymore. Everyone knows a lot about CPO/NPO these days.
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Is Lumentum's laser moat disappearing? Co-packaged optics (CPO) shifts modulation onto silicon photonics chips (like Nvidia's), replacing complex EMLs with simpler, high-power (300-400mW) continuous-wave lasers. Essentially, a flashlight. Does the real moat still exist?
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