# cpo — RSS Amplifier Recent posts from the 7 feeds in the RSS Amplifier directory that cover cpo. Page: Feed: --- ## [Your next standout hire is on this list](https://newsletter.productsthatcount.org/p/your-next-standout-hire-is-on-this) _2026-08-19 · Products That Count_ The 2026 Product Builder Awards winners are here ## [Queens Carbon CEO on Decarbonizing the Built Environment With Low-Carbon Cement](https://newsletter.productsthatcount.org/p/queens-carbon-ceo-on-decarbonizing) _2026-08-19 · SC Moatti · Products That Count_ What does it actually take to decarbonize one of the world's most carbon-intensive industries, and how do you build, fund, and scale the company that bets on it? [Listen](https://api.substack.com/feed/podcast/209683295/c2ec1a6d85c9d918f35f5c632edae75d.mp3) ## [Cerebras Supernova 2026: Irrational Recap](https://irrationalanalysis.substack.com/p/cerebras-supernova-2026-irrational) _2026-08-19 · Irrational Analysis · Irrational Analysis_ Some useful information. Meaningful progress. ## [Will HBF Create Upside for Sandisk?](https://damnang2.substack.com/p/will-hbf-create-upside-for-sandisk) _2026-08-18 · Damnang · Damnang’s Substack_ Feasibility and adoption across four architectures ## [Episode 273 - How to Keep the Humanity in Artificial Organizations](https://oneknightinproduct.substack.com/p/episode-273-how-to-keep-the-humanity) _2026-08-18 · Jason Knight · One Knight in Product newsletter_ An interview with Barry O'Reilly, Author of “Lean Enterprise", “Unlearn" and “Artificial Organizations" ## [Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers](https://irrationalanalysis.substack.com/p/intel-cpo-group-is-alive-very-interesting) _2026-08-18 · Irrational Analysis · Irrational Analysis_ 'Tis but a scratch. ## [The 5 Durable Pillars Every AI Product Leader Needs](https://newsletter.productsthatcount.org/p/the-5-durable-pillars-every-ai-product) _2026-08-17 · SC Moatti · Products That Count_ What if the biggest mistake product leaders are making right now isn't moving too slowly, it's moving fast in the wrong direction? [Listen](https://api.substack.com/feed/podcast/210127164/874584740b35fefce49488866a9d6756.mp3) ## [How Coherent Can Earn Investor Confidence](https://www.viksnewsletter.com/p/how-coherent-can-earn-investor-confidence) _2026-08-16 · Vikram Sekar · Vik's Newsletter_ Bridging The Gap Between Market Skepticism And Industry Reality, And What To Watch For Next. ## [Coherent Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/coherent-q4-fy26-earnings) _2026-08-14 · Irrational Analysis · Irrational Analysis_ The opposite of Lumentum. ## [Optical Investing, Round Two: Which Names to Watch Now](https://damnang2.substack.com/p/optical-investing-round-two-which) _2026-08-13 · Damnang · Damnang’s Substack_ Earlier this year, the theme that led the market’s big rally was without question the optical sector. ## [Screen Share With Real Control (Sponsored)](https://crawlproof.com/a/OAWXYqAg2Pof) _2026-08-13 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control — open source, like Screenhero. ## [OCP APAC: Copper vs. Optics Contradictions](https://www.viksnewsletter.com/p/ocp-apac-copper-vs-optics-contradictions) _2026-08-13 · Vikram Sekar · Vik's Newsletter_ Everybody is scrambling for ways to hook up stuff. ## [Where are our past winners now?](https://newsletter.productsthatcount.org/p/where-are-our-past-winners-now) _2026-08-12 · Products That Count_ The patterns hiding in our award alumni ## [Campfire AI Product Lead on Why Domain Expertise Is Your Biggest Product Advantage](https://newsletter.productsthatcount.org/p/campfire-ai-product-lead-on-why-domain) _2026-08-12 · SC Moatti · Products That Count_ What if your most unconventional career detour turned out to be your biggest product advantage? [Listen](https://api.substack.com/feed/podcast/209982751/c3bbea49f1c25f7dc332ef1f993df187.mp3) ## [Lumentum Q4 FY26 Earnings](https://irrationalanalysis.substack.com/p/lumentum-q4-fy26-earnings) _2026-08-12 · Irrational Analysis · Irrational Analysis_ Massive alpha in plain sight... poorly explained by management. ## [What Does Rubin Ultra’s 8-Hi HBM Mean?](https://damnang2.substack.com/p/what-does-rubin-ultras-8-hi-hbm-mean) _2026-08-11 · Damnang · Damnang’s Substack_ Since SemiAnalysis published its institutional report on the HBM4 8-Hi despec, a wide range of interpretations and speculation surrounding it has spread quickly through the market. ## [CPO Rising Series: LegalOn Technologies CPO on Customer-First Product Leadership](https://newsletter.productsthatcount.org/p/cpo-rising-series-legalon-technologies) _2026-08-10 · SC Moatti · Products That Count_ Watch now | What does it take to go from practicing law to becoming the Chief Product Officer of a company disrupting the legal industry with AI? [Listen](https://api.substack.com/feed/podcast/209309335/468cbc283383ae5804a60158d1ba0894.mp3) ## [CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad](https://irrationalanalysis.substack.com/p/cbrs-update-wolfnvts-lawsuit-hbf) _2026-08-09 · Irrational Analysis · Irrational Analysis_ Mish-mash of topics. ## [The Laser Market Repriced by Scale-Up CPO](https://damnang2.substack.com/p/the-laser-market-repriced-by-scale) _2026-08-08 · Damnang · Damnang’s Substack_ The biggest confusion in discussions of CPO is that scale-out and scale-up are used without distinction. ## [Suno CPO on Why the Old Product Rules Don't Apply When You're Building on Frontier AI](https://newsletter.productsthatcount.org/p/suno-cpo-on-why-the-old-product-rules) _2026-08-07 · SC Moatti · Products That Count_ What does it mean to build a truly AI-native product rather? [Listen](https://api.substack.com/feed/podcast/209016730/a780b340ea89c6f51331c738d4275513.mp3) ## [\[Post-$\] Astera Labs is a Switch Company in Connectivity Clothing](https://www.viksnewsletter.com/p/post-astera-labs-is-a-switch-company) _2026-08-06 · Vikram Sekar · Vik's Newsletter_ ALAB is a copper play with high growth switches, CXL opportunities and optics dreams. ## [From any door to your door (Sponsored)](https://crawlproof.com/a/FiK5KQNuv2lv) _2026-08-06 · **Sponsored**_ Book rides, errands, deliveries, groceries and home help in one app ## [The first AI-native role in business](https://newsletter.productsthatcount.org/p/the-first-ai-native-role-in-business) _2026-08-05 · Products That Count_ Product's fourth reinvention ## [CPO Rising Series: BetterHelp CPO on Why CPOs Need to Think Like Business Operators](https://newsletter.productsthatcount.org/p/cpo-rising-series-betterhelp-cpo) _2026-08-05 · SC Moatti · Products That Count_ What does it mean for a CPO to truly own outcomes? [Listen](https://api.substack.com/feed/podcast/208110459/7870a27263c5bed3080b88b881ac76cb.mp3) ## [\[Market Memo\] Orange Man Attempted Chinese Transceiver Ban](https://irrationalanalysis.substack.com/p/market-memo-orange-man-attempted) _2026-08-05 · Irrational Analysis · Irrational Analysis_ A not-so-gentle prod to the hypsercalers. ## [Astera Labs: From the Tray to the Rack, and What Comes After](https://www.viksnewsletter.com/p/astera-labs-from-the-tray-to-the-rack) _2026-08-04 · Vikram Sekar · Vik's Newsletter_ PCIe Switches, AWS Trainium, NVLink Fusion, and the UALink Future ## [The Trigger for Phase Two of the Optical Trade Was Geopolitics, Not Technology](https://damnang2.substack.com/p/the-trigger-for-phase-two-of-the) _2026-08-04 · Damnang · Damnang’s Substack_ Why $AAOI, $COHR, $LITE, $MRVL, and Other Optical Stocks Surged ## [The Power Delivery Bottleneck in AI Data Centers: Where and How to Invest](https://damnang2.substack.com/p/the-power-delivery-bottleneck-in) _2026-08-04 · Damnang · Damnang’s Substack_ MPWR, VICOR, MURATA, and SAMSUNG ELECTRO-MECHANICS ## [\[Market Memo\] A tale of two heroes.](https://irrationalanalysis.substack.com/p/market-memo-a-tale-of-two-heroes) _2026-08-01 · Irrational Analysis · Irrational Analysis_ Be aware of the situation. ## [CPO Rising Series: ATOSS CPTO on Why Product Managers Need to Think Like Investors](https://newsletter.productsthatcount.org/p/cpo-rising-series-atoss-cpto-on-why) _2026-07-31 · SC Moatti · Products That Count_ What does it mean to run product like a mini company, and how do you say no to a multi-million dollar deal when it conflicts with your strategy? [Listen](https://api.substack.com/feed/podcast/207472188/53f1eab232b5a3c8261f82dd40d197ce.mp3) ## [The AI Trade Burned Down: Let Round 2 Begin](https://www.viksnewsletter.com/p/the-ai-trade-burned-down) _2026-07-31 · Vikram Sekar · Vik's Newsletter_ With more sanity this time... ## [Preview of a new war between Apple and Qualcomm](https://irrationalanalysis.substack.com/p/preview-of-a-new-war-between-apple) _2026-07-30 · Irrational Analysis · Irrational Analysis_ A very interesting earnings call. ## [Trade Bitcoin and Ethereum Today (Sponsored)](https://crawlproof.com/a/phqQ0VVgysjj) _2026-07-30 · **Sponsored**_ Buy, sell, and margin trade BTC and ETH with EUR, USD, CAD, GBP, or JPY. ## [What Would Stop This Selloff?](https://damnang2.substack.com/p/what-would-stop-this-selloff) _2026-07-29 · Damnang · Damnang’s Substack_ The real meaning of the SK hynix print ## [HBM is the Ugly Baby: What Now?](https://www.viksnewsletter.com/p/hbm-is-the-ugly-baby-what-now) _2026-07-27 · Vikram Sekar · Vik's Newsletter_ Innovations in memory architecture will save the day. ## [After CXMT’s Listing, Do the Memory Three Have Further to Fall?](https://damnang2.substack.com/p/after-cxmts-listing-do-the-memory) _2026-07-27 · Damnang · Damnang’s Substack_ In mid-July 2026, when CXMT confirmed its listing date, Micron fell 8% and lost its one trillion dollar market capitalization, and Samsung Electronics and SK hynix sold off alongside it. ## [Stranded Indium-Phosphide](https://irrationalanalysis.substack.com/p/stranded-indium-phosphide) _2026-07-25 · Irrational Analysis · Irrational Analysis_ Degenerate stupid idea. ## [Episode 272 - AI Can Build the Solution... You Still Have to Design the Problem](https://oneknightinproduct.substack.com/p/episode-272-ai-can-build-the-solution) _2026-07-25 · Jason Knight · One Knight in Product newsletter_ An interview with Pavel Samsonov, Principal Experience Designer & Author of Product Picnic ## [I Met with Semiconductor Experts in Korea](https://damnang2.substack.com/p/i-met-with-semiconductor-experts) _2026-07-25 · Damnang · Damnang’s Substack_ As I mentioned earlier, I am currently in Korea for vacation. ## [Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat](https://www.viksnewsletter.com/p/lasers-for-cponpo-part-2-lumentums-tech-and-moat) _2026-07-22 · Vikram Sekar · Vik's Newsletter_ How JDSU/Lumentum engineered their UHP laser, where the competition stands, and how its all about "is it good enough?" ## [The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?](https://damnang2.substack.com/p/the-open-source-ai-era-will-hyperscalers) _2026-07-19 · Damnang · Damnang’s Substack_ Compute and memory demand, worked out on the income statement ## [Practical Semiconductor Optical Amplifiers (SOA)](https://irrationalanalysis.substack.com/p/practical-semiconductor-optical-amplifiers) _2026-07-19 · Irrational Analysis · Irrational Analysis_ Interesting niche. ## [Lasers for CPO/NPO: Part 1 – The InP DFB Laser](https://www.viksnewsletter.com/p/lasers-for-cponpo-part-1-the-inp) _2026-07-15 · Vikram Sekar · Vik's Newsletter_ How an InP DFB laser works, and the four physical walls that make high power hard. ## [Kyber Midplane Design, Making NVL72x2 Work, and All Roads Lead to CPO](https://www.viksnewsletter.com/p/kyber-midplane-design-making-nvl72x2) _2026-07-07 · Vikram Sekar · Vik's Newsletter_ An engineering-first read of the supposed Kyber delay, why NVL72x2 was the "odd" duck nobody wanted, how to actually deploy it, and why CPO is the ultimate answer for large world sizes. ## [Episode 271 - Where Does Product Go Wrong in PE-Backed Firms?](https://oneknightinproduct.substack.com/p/episode-271-where-does-product-go) _2026-07-02 · Jason Knight · One Knight in Product newsletter_ An interview with Be Kaler Pilgrim, Founder @ Smithfield Search ## [Qualcomm's High Bandwidth Compute and the Packaging Problem It Moved](https://www.viksnewsletter.com/p/qualcomms-high-bandwidth-compute) _2026-07-01 · Vikram Sekar · Vik's Newsletter_ HBC stacking DRAM on the compute die increases memory bandwidth and skips CoWoS. The packaging problem does not go away, it shifts to 3D. ## [EPISODE 59: The State of Accreditation 2026 – Navigating CMS Changes for DMEPOS Suppliers](https://abcop.libsyn.com/episode-59-the-state-of-accreditation-2026-navigating-cms-changes-for-dmepos-suppliers) _2026-06-09 · ABC CredCast_ CMS is reshaping DMEPOS accreditation. Learn what the shift to annual surveys means for ABC accredited facilities in 2026, what stays the same, and how to prepare for a year round, survey ready approach. [Listen](https://traffic.libsyn.com/secure/abcop/State_of_Accreditation_Take2B.mp3?dest-id=946922) ## [Episode 270 - Strong Product Leadership in the Age of AI](https://oneknightinproduct.substack.com/p/episode-270-strong-product-leadership) _2026-05-19 · Jason Knight · One Knight in Product newsletter_ An interview with Petra Wille, Product Leadership Coach & Author “Strong Product People“ and “Strong Product Communities“ ## [Sivers: The Undiscovered CPO Laser Chokepoint + Customer Mapping](https://aleabitoreddit.substack.com/p/sivers-semi-sive-the-cpo-laser-supplier) _2026-05-19 · Serenity · Serenity_ Sivers Photonics is one of important laser suppliers in the CPO space among $LITE, $COHR, $MTSI, Sumitomo, Furukawa, and others though supply chain mapping. ## [Episode 269 - Obviously Awesome 2.0 : What's New With Product Positioning?](https://oneknightinproduct.substack.com/p/episode-269-obviously-awesome-20) _2026-04-18 · Jason Knight · One Knight in Product newsletter_ An interview with April Dunford, author of “Obviously Awesome“ and “Sales Pitch“. ## [Episode 268 - The State of B2B Product Management](https://oneknightinproduct.substack.com/p/episode-268-the-state-of-b2b-product) _2026-04-02 · Jason Knight · One Knight in Product newsletter_ Janna Bastow interviews me and Saeed Khan about our recent research report that gives an unvarnished view of what's going on in B2B product organisations. ## [Episode 267 - CPO Stories: Nick Kenn - Winmau](https://oneknightinproduct.substack.com/p/episode-267-cpo-stories-nick-kenn) _2026-03-27 · Jason Knight · One Knight in Product newsletter_ An interview with Nick Kenn, interim Chief Product Officer at Winmau, the world's leading darts brand. ## [Episode 266 - Vibe Coding: The New Product Team Superpower?](https://oneknightinproduct.substack.com/p/episode-266-vibe-coding-the-new-product) _2026-03-05 · Jason Knight · One Knight in Product newsletter_ An interview with Dan Olsen, Product Management Trainer and Author "The Lean Product Playbook"