### @CPO-battle — Confirmed — attributed executive statements with incentive calibration
Tan calls optics "bright, shiny objects" while claiming CPO leadership — his copper advocacy protects switch ASIC share. Murphy quantifies the split: scale-out co-packaging "relatively limited," scale-up inflecting "in a pretty big way," backed by a $5.5B acquisition that flatters his capital allocation. Huang says "both," Astera targets 2028 coexistence, Robbins concedes "not imminent." Five rational postures, each matching its holder's incentives — resolution comes from customer deployments, not executives' adjectives.
- tier: Confirmed (✓)
- source: CPO-battle / Five CEOs, five postures, five incentives
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-cpo-battle-src-cpo-battle-five-executives-rotation
- posted: 2026-08-08T13:32:37.243Z