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How Ciena keeps the internet online, with CEO Gary Smith
The most important networking company you’ve never heard of.
Ciena didn’t invent WDM, but it was the first company to deploy it commercially in the ’90s — and I wanted to know how Gary was managing his investment in pushing that technology forward and whether he was thinking about the next kind of tech that might disrupt it. If I look broadly at our nation’s big companies — Amazon, Google, Meta, Apple — they’re about to enter into a world where an emboldened Donald Trump wants to just reset the international order. I look at it maybe a bit more cynically, which is, “Wow, we are building a lot of capacity against business models that don’t exist.” OpenAI has yet to turn $1 in profit, and it wants all of the power that the world can generate.
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