{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Signed","title":"You’re Scaling on Infrastructure You Don’t Control","html":"","width":"100%","height":180,"duration":3154,"description":"You're making infrastructure decisions on a system you can't see. It's fast, stable, and invisible. That's the problem.Underneath it, global capacity is planned years in advance, routes are shaped by geopolitics, and resilience depends on infrastructure you don't control. Max Clark sits down with TS Narayanan, CTIO of EXA Infrastructure, to explain the layer most enterprise buyers never see — and why it quietly determines whether your cloud strategy, your regional expansion, and your infrastructure commitments actually deliver what you paid for. They get into why AI isn't driving the traffic spike everyone assumes, what geopolitical risk actually does to a network route, why adding nodes costs more than buyers expect, and where the real constraint is right now (hint: it's not bandwidth). If you've ever signed a provider contract without fully understanding what sits underneath it, this is the episode that fills in the gap.WHAT WE GET INTO00:00 — The network layer your vendor isn't explaining to you04:00 — Why capacity is locked in years before you make a decision09:30 — The AI traffic myth: what's actually growing on the backbone12:30 — Why your cloud usage growing doesn't mean what you think it does15:40 — Bandwidth announcements and what they're not telling buyers17:50 — How traffic patterns are shifting — and what that means for your architecture20:40 — What hyperscalers are doing to the build equation (and what it means for everyone else)23:50 — How subsea cable routes get planned and why it's harder than it looks27:50 — Geopolitical risk is real: what the Mediterranean actually shows31:30 — Why LATAM and Africa are underserved — and what's finally changing35:20 — Data sovereignty: what compliance actually requires from your infrastructure41:00 — Capacity vs. latency: which one should be driving your vendor decision46:50 — The complexity cost of every node you add52:30 — What you're actually buying when you buy network capacity57:30 — Control vs. outsourcing:...","thumbnail_url":"https://img.transistorcdn.com/d8NGarPLhvklmJcOQEYdHcKCmSM85HfY2AEspyWoL-M/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82NzJl/MzE1NTFmNzgzMjVk/NTdhOTc4ZGU2YWYx/Zjc5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}