He didn't mention that Lightwave has the solution. Their proprietary Polymer is so fast that it has set 2 world records, is currently in 5 foundries, is 3x faster and uses 1/10 the power with a footprint that is 30 times smaller than todays state of the art modulators. And unlike silicon it will only be available from 1 place #LWLG
So instead of 75mph the car now will run at 225mph and instead of getting 10 mpg it will go 100mph.