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Barun Kar

Oct 21, 2026

15:10
So take us back to the founding story.
15:11
So both of us were co-founders in a company called Auradine.
15:14
And at that time, we were incubating, you know, this idea of a couple of things happened like well i don't want to go there i mean rajiv had prior d commitments uh before before upscale so that's for him to talk about and you know so when the d commitments became committed um that's when we decided we are going to diversify our portfolio and chat gpt burst into this scene right so at that time we realized that you know one of the reasons why nvidia is very successful is basically because of NVLink, right? And, you know, that's one of the main reasons they can scale up.
15:56
And nobody else scales up as good as NVIDIA does.
16:00
And so we also realized that there's a need for an open ecosystem.
16:04
Like today, if you have a laptop, okay, you have, you know, you have an Ethernet dongle, you don't think whether the router or the switch on the other side will talk the same protocol or not.
16:15
So, you know, the world needs to get there, okay? And the third thing that started happening is heterogeneous compute, right? So in a rack, you need myriads of different hardware to be good at different things.

19 MINS LATER

35:43
Help us understand how you guys differ in your positioning from those optical networking startups.

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