How Ciena keeps the internet online, with CEO Gary Smith

2803.273 - 2832.192 Nilay Patel

We need to take another quick break. We'll be right back. We're back with CNA CEO Gary Smith. Before the break, Gary and I were talking about how CNA has managed to remain independent and so dominant in the market for so long. But I also wanted to know how much the geopolitics of big tech, especially around AI and the physical infrastructure of the internet, is something he has to worry about.