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Samanth Subramanian on the Undersea Cables That Keep the Internet Alive | Odd Lots, Sonic AI
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Samanth Subramanian on the Undersea Cables That Keep the Internet Alive | Odd Lots
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May 13, 2026
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42:04
Interview
Samanth Subramanian on the Undersea Cables That Keep the Internet Alive | Odd Lots
From
Odd Lots
Samanth Subramanian
(Author, 'The Web Beneath the Waves' and Acting Manager Editor, Equator, guest)
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Executive Summary
The physical infrastructure of the internet, primarily subsea fiber optic cables, is increasingly a focal point of geopolitical tension, particularly between the U.S.
A handful of U.S.
tech giants (Google, Meta, Amazon, Microsoft) now dominate the funding and ownership of new subsea cables, raising concerns about the centralization of the internet and creating leverage over developing nations.
Geographic chokepoints like the Red Sea and the Strait of Hormuz represent critical vulnerabilities where malicious actors could significantly disrupt global internet traffic.
The explosive growth of AI is creating a massive new wave of demand for data transit, driving a new cycle of investment and construction in the subsea cable industry.
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The Physicality and Vulnerability of the Internet
Big Tech's Consolidation of Internet Infrastructure
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Processed May 13, 2026
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