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Decoder with Nilay Patel

How Ciena keeps the internet online, with CEO Gary Smith

1352.608 - 1382.487 Gary Smith

And as the internet began to gain traction in sort of 2003, 2004, this whole sort of model, you began to see the cloud players get more interested in the network because if they're going to basically monetize and get to the eyeballs that they wanted, the network becomes actually important to them. And so there's been, I think, a steady increase in appreciation of that even prior to the AI piece.

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