Lumentum, every mention
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every year anyone Michael Hurlston 24Molly O'Shea 7Tony Kim 1
Verbatim, from the transcripts: the passages where Lumentum comes up
AssemblyAI Now Handles 4x YouTube's Daily Volume
- ▶ 45:39 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…
Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- ▶ 0:00 Michael Hurlston I joined Lumentum at a time where board of directors showed me a forecast and they said, Hey, here's what we think the company is going to do. 3 times in the scene
- ▶ 1:30 Michael Hurlston Big thing, right, in the data centers, and Tony was sort of framing, we have all these funny terms, scale across, scale out, scale up, scale in, and Tony was walking the audience through what all of these different things mean and what…
- ▶ 5:27 Michael Hurlston So it's really changed the dynamic in our industry, not just for Lumentum, but I think every single optical company now is dealing with different scales than we ever had before.
- ▶ 6:18 Michael Hurlston And so for us, we actually operate our own fabs. 7 times in the scene
- ▶ 9:32 Michael Hurlston And so we, our growth rate, which has been astronomical, we've grown 6 times in the scene
- ▶ 11:11 Michael Hurlston And then I joined Lumentum, as you're pointing out, at a time where 3 times in the scene
- ▶ 12:01 Michael Hurlston So I think when I came into the company, there was a lot of products that were geared toward the old telecom industry.
- ▶ 13:35 Michael Hurlston There's a lot of, there's a high degree of difficulty outside the lasers, but, uh, we can help enable that. 2 times in the scene
- ▶ 23:08 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAZED series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmanova, Michael Hurlston from Lumentum, CJ Desai…
Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- ▶ 42:39 Molly O'Shea With Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Yang from Salmonova, Michael Hurlston from Lumentum, CJ Desai from MongoDB, and many, many more like our hot takes that we did at a secret…
BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- ▶ 1:48 Tony Kim A third with Lumentum and kind of, uh, bringing optics to kind of next-gen data center design.
- ▶ 1:07:55 Molly O'Shea If you enjoyed this conversation, you're going to love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebris, Rodrigo Yang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…
Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- ▶ 42:22 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebris, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum, CJ Desai…
Inference 101: SambaNova CEO Rodrigo Liang · Sourcery with Molly O'Shea
- ▶ 59:07 Molly O'Shea If you enjoyed this conversation, you're gonna love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum,
Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- ▶ 32:11 Molly O'Shea If you enjoyed this conversation, you're going to love the rest of the RAISE series with Tony Kim from BlackRock, Scott Wu from Cognition, Andrew Feldman from Cerebrus, Rodrigo Liang from Salmonova, Michael Hurlston from Lumentum,