Catalog · Networking & Interconnect

Interconnect Strategy & Investment

What’s inside

1. Module 1

   The Interconnect Thesis: Why the Wire Is the Constraint

   • Three Legs, Not Two: Placing Interconnect in the Capital Stack · 3 min · narrated
   • Bandwidth, Latency, Diversity: The Three Prices of the Wire · 4 min · narrated
   • Module review

2. Module 2

   Reading the Capital Flows: Subsea Cable and Fiber as an Asset Class

   • The Subsea Cable Cycle and How to Read It · 3 min · narrated
   • From Carrier Consortia to Hyperscaler Ownership · 3 min · narrated
   • Module review

3. Module 3

   The Fabric and Optics Supply Chain: Scarcity Inside the Cluster

   • East-West Traffic and Why the Fabric Is Different · 3 min · narrated
   • Mapping the Optics Supply Chain and Its Choke Points · 4 min · narrated
   • Module review

4. Module 4

   Where the Wire Creates Scarcity Value: Building the Investment Thesis

   • A Framework for Locating Scarcity Value in the Network · 3 min · narrated
   • The Analyst's Playbook: Signals, Divergences, and Positioning · 4 min · narrated
   • Module review