Sunday, May 10, 2026

A profile of Anduril CEO Brian Schimpf, a Palantir alum and self-identified Democrat, as Anduril's defense tech shakes up the US military-industrial complex (Allie Garfinkle/Fortune)

Allie Garfinkle / Fortune:
A profile of Anduril CEO Brian Schimpf, a Palantir alum and self-identified Democrat, as Anduril's defense tech shakes up the US military-industrial complex  —  “The question isn't whether we can build the next Lockheed Martin, it's whether we can avoid becoming the thing we're trying to replace …



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...