Rogue, thanks again for these transcripts. Really appreciate you sharing this with the rest of us.

One small (but important!) edit:

"[SV, 29:50]  I’m not 100% familiar. I mean we’re nervous. I first got exposed to them in 2015 when I joined Poet. They’re about 6 years long in the tooth as well. I haven’t seen… I mean the last I checked I think there kind of moving into the coherent space."

In this section Suresh is being asked about potential competitors and he mentions Ranovus as well as Ayar Labs.

So the quote is actually:

[SV, 29:50]  I’m not 100% familiar. I mean Ranovus - I first got exposed to them in 2015 when I joined Poet. They’re about 6 years long in the tooth as well. I haven’t seen… I mean the last I checked I think they're kind of moving into the coherent space. 

killer66