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LWLG
~20 min read · 4,551 words · confidence 19%

LWLG Management — Video, Podcast & Audio/Video Interview Catalog

Scope: Catalog of identifiable LWLG management appearances across YouTube videos, podcasts, conference recordings, and journalist Q&As (text interviews of audio origin or with audio companion). Method: Web-search + WebFetch across known channels; cross-referenced with LWLG’s official Media page (lightwavelogic.com/Media), Technical Presentations page, press releases, and InvestorsHub member-curated transcript snippets. Direct video transcripts are NOT extractable via WebFetch (YouTube returns only footer markup), so most video items are catalogued at metadata level with confidence flags. Generated: 2026-04-27 Confidence legend: ✓ direct viewing/transcript captured · ◐ secondary summary or partial transcript via cited source · ⚠ metadata-only / unverified

Reverse-chronological Table of Contents

#DateSpeakerHost / ChannelFormatConf.
12026-03-05LeMaitre + Quan + MarcelliLWLG Q4 2025 Earnings CallAudio webcast / transcript◐
22026-01-16LeMaitre28th Annual Needham Growth ConferenceWebcast⚠
32025-08-14Robert BlumTechArena “In The Arena” (Allyson Klein)Video / podcast◐
42025-04-08Atikem Hailemariam”Following the Photons” Ep. 46 (Laser Focus World)Podcast⚠
52025-01-29LeMaitreSPIE Photonics West 2025 Materials PanelConference panel⚠
62024-12-10LebbyPhotonics Media YouTube (“Electro-Optic Polymers / Mini Particle Accelerators”)Video⚠
72024-11-14LebbyBenzinga All-Access Q3 2024 fireside chatYouTube live⚠
82024-10-01Lebby (moderator)Optica Global Photonics Economic Forum CEO panel (Málaga)Livestream⚠
92024-10-03Lebby + Jose PozoOptica facility tour (LinkedIn)Video⚠
102024-09-23LebbyECOC 2024 Frankfurt — “World class performance 200/400 Gbps PAM4”Conference talk⚠
112024-08-12LebbyBenzinga All-Access Q2 2024 fireside chatYouTube live⚠
122024-05-22LebbyLWLG 2024 Annual Shareholder Meeting + facility tourWebcast⚠
132024-05-13LebbyBenzinga All-Access Q1 2024 fireside chatYouTube live⚠
142024-04-04LebbyProactive Investors / Steve Darling (post-Q4 2023)YouTube⚠
152024-03-24LebbyOFC 2024 keynote — “Will Heterogeneous Integration Meet the Needs of Future Applications?”Conference talk⚠
162024-03-14Lebby (byline)PIC Magazine — “Supporting AI with new optical modulators”Magazine essay◐
172024-03-01LebbyBenzinga All-Access Q4 2023 fireside chatYouTube live⚠
182024-01-05LebbyLaser Focus World — “Would Archimedes say ‘Eureka!’…”Magazine essay⚠
192023-10-25Lebby (panel)Optica Photonic-Enabled Cloud Computing Industry SummitWebcast◐
202023-10-04LebbyProactive London at ECOC 2023 — Industry awardYouTube⚠
212023-09-XXLebbyTechRadar — “AI is a very real datacenter problem”Magazine essay⚠
222023-09-08LebbyDenver Business Journal facility-expansion featurePrint interview⚠
232023-08-28LebbyPlanet MicroCap Showcase / StockNewsNow Zoom interviewYouTube◐
242023-08-17LebbyThe Wall Street Transcript — Chairperson/CEO long-formPaywalled text◐
252023-06-09LebbyBenzinga All-Access show (commercialization milestone)YouTube live⚠
262023-05-17Lebby (subject); Jose Pozo (author)Laser Focus World profile by Optica CTO Jose PozoMagazine profile◐
272023-03-10LebbyAlphaStreet email/text interviewText◐
282023-02-14LebbyTelecom Reseller podcastPodcast◐
292022-11-28Lebby”The Drill Down” Ep. 177 (Cory Johnson)Podcast⚠
302022-10-XXLebbyECOC 2022 — Market Focus (YouTube)Conference video⚠
312022-08-02LebbyStockNewsNow / Robert Kraft Due-Diligence PodcastPodcast (≈53 min)◐
322022-08-05LebbySNN interview (referenced by IH)Podcast/video◐
332022-06-XXLebbyDiamond Equity Research investor presentation (June 2022)YouTube⚠
342022-05-18LebbyAuthority Magazine (David Liu) — “The Future of Communication Technology”Text Q&A◐
352022-01-28LebbyBenzinga All-AccessLive video⚠
362021-11-08Lebby5th PIC International Brussels — Pilot-Line keynoteConference talk⚠
372021-10-13Lebby”The Drill Down” Ep. 116 (Cory Johnson, iHeart) — 31 minPodcast◐
382021-10-XXLebbyECOC 2021 — Lightwave Logic interview (YouTube)Conference video⚠
392021-08-17LebbyQ3 Investor Summit virtual presentationWebcast⚠
402021-06-10LebbyLD Micro Invitational XI virtual presentationWebcast⚠
412021-02-XXLebbyPHOTONICS+ Virtual Exhibition presentation + companion videoVideo on lightwavelogic.com⚠
422020-11-04LebbyEPIC Online Tech Meeting — Datacenter InterconnectsWebcast (replay on EPIC YouTube)⚠
432020-09-16LebbyProactive Investors interviewYouTube⚠
442020-04-XXLebbySNNLive (Robert Kraft) Skype interviewYouTube⚠
452020-04-XXLebbySPIE Photonics Europe Digital Forum virtual keynoteWebcast⚠
462020-01-30LebbyThe Wall Street Resource (Jeff Kone) podcastPodcast◐
472019-01-XXLebby”Vision on the future of photonics in 2020 and beyond”YouTube interview⚠
482017–2018LebbyECOC 2017 / 2018 booth interviews (YouTube)Conference videos⚠

(48 distinct entries; 40+ YouTube/podcast/webcast formats, 8 print/text Q&As of audio-or-video origin or close adjacent)

Per-interview detail

1. LWLG Q4 2025 Earnings Call — 2026-03-05 ◐

  • Speakers: Yves LeMaitre (CEO), Snizhana “Ana” Quan (CFO — note: prior transcripts incorrectly listed “Yi Quan”), James Marcelli (President-then-departing), Tom Zelibor (President-emeritus), with management Q&A.
  • Source: Investing.com transcript via https://www.investing.com/news/transcripts/earnings-call-transcript-lightwave-logic-q4-2025-reveals-strategic-progress-93CH-4544339
  • Verbatim (per Investing.com summary; transcript obtained through WebFetch summary, not raw text):
    • “Our strategy is simple. We enhance silicon photonics. We do not compete against it.” — LeMaitre
  • Forward-looking:
    • 1.6T transceiver revenue forecast to reach $1B in 2026 (industry, not LWLG)
    • 3.2T optics volume production targeted for 2028
    • 4 Fortune Global 500 Stage 3 (3 prior + 1 added in 2026 per release Feb 24 2026)
    • “Funded beyond December 2027” (cash $69M YE 2025)
  • Numbers: Revenue $237K (+147% YoY), net loss $20.3M, R&D $11.5M, AMF/Silterra/GF/Tower foundries cited.

2. Needham Growth Conference (28th Annual) — 2026-01-16 ⚠

  • Speaker: LeMaitre (presented virtually, 3:00 p.m. ET).
  • Source: Press release dated 2026-01-08 (https://www.accessnewswire.com/newsroom/en/industrial-and-manufacturing/lightwave-logic-inc.-to-attend-28th-annual-needham-growth-conference-1125368); webcast hosted within IR section of LWLG site, 90-day replay window.
  • Status: No transcript captured. The Jan 2026 investor deck (referenced in 00_index.md: $24B 2028 TAM, 234M modulators, $1.0–2.5B SAM, 60%+ GM) is the supporting artifact and was almost certainly used here.

3. TechArena “In The Arena” — Robert Blum on Polymer Optics for AI — 2025-08-14 ◐

  • Host: Allyson Klein (TechArena)
  • Guest: Dr. Robert Blum, SVP Sales & Marketing, LWLG
  • Format: Video/podcast hybrid (linked from LWLG Media page)
  • URL: https://www.techarena.ai/content/lightwave-logics-robert-blum-on-polymer-optics-for-ai
  • Verbatim summary line (TechArena landing page): “Allyson Klein and Robert Blum of Lightwave Logic unpack how electro-optic polymers, paired with silicon photonics, lower power and boost density on the road to AI-fueled 400G-per-lane optics—with a 2027 volume ramp in sight.”
  • Forward-looking: 2027 volume ramp — among the cleanest public timeframe statements from a senior LWLG exec, consistent with KB’s “First Stage-4 transition target H1 2027.”
  • Topics (per page metadata): electro-optic polymer + silicon photonics integration, power & density, 400G per-lane optics, AI demand.
  • Confidence: Direct quotes beyond the page summary not captured (full audio not transcribed).

4. “Following the Photons” Ep. 46 — Atikem Hailemariam — 2025-04-08 ⚠

  • Host: Justine Murphy (Multimedia Director, Digital Infrastructure / Endeavor Business Media — publishes Laser Focus World)
  • Guest: Atikem Hailemariam, VP Marketing & Business Development, LWLG (per LinkedIn)
  • URL: https://www.laserfocusworld.com/podcasts/article/55280481/podcast-interview-with-atikem-haile-lightwave-logic
  • Distribution: Apple Podcasts, Spotify, iHeart, Podbean
  • Topic (per LeMaitre LinkedIn endorsement, activity-7316643586966450177): Hailemariam discusses “his journey in the optical industry and his experience at Lightwave Logic, Inc.” — host says: “20+ years of experience that spans a unique range of technology, finance, and business, as well as his perspectives on a number of issues impacting the industry.”
  • LeMaitre commentary: Recommended the LFW podcast series, calling it one of the few podcasts dedicated to photonics. (42 reactions)
  • Verbatim quotes: Not captured (audio not transcribed).

5. SPIE Photonics West 2025 — Materials Panel — 2025-01-29 ⚠

  • Speaker: Yves LeMaitre (his first major public industry appearance as CEO, Dec-2024 appointment)
  • Panel topic: “New Materials for Wafer Scale Manufacturing of Optical Interconnects”
  • Source: Press release https://www.prnewswire.com/news-releases/lightwave-logic-to-attend-the-2025-spie-photonics-west-conference-302361258.html
  • Status: Conference panel; no public webcast confirmed. ⚠

6. Photonics Media YouTube — “Electro-Optic Polymers (Michael Lebby) and Miniaturized Particle Accelerators (Stephen Milton)” — 2024-12-10 ⚠

  • URL: https://www.youtube.com/watch?v=PRHNPgzFZeA
  • Channel: Photonics Media (per search result)
  • Notable: Published the day Lebby resigned as CEO/Chairman (Dec 10–11, 2024) — likely his last on-record interview as CEO. Topic billed as “what EO polymers mean for datacenter and AI industries.”
  • Status: YouTube metadata not extractable via WebFetch; transcript not captured.

7. Benzinga All-Access — Q3 2024 — 2024-11-14 ⚠

  • URL: https://www.youtube.com/live/X6ukRWZ7UMY (10:50 a.m. ET; rescheduled to ~3:30 p.m. due to Benzinga technical issues per LWLG LinkedIn activity-7262863973446733827)
  • Speaker: Lebby (fireside chat re: Q3 2024 corporate update — 400 Gbps milestone, ECOC 2024 innovation award, partnership timeline shifts)
  • Notable per LinkedIn comment: “Nothing new out of this discussion.”

8. Optica Global Photonics Economic Forum (Málaga) CEO Panel — 2024-10-01/02 ⚠

  • Speaker: Lebby (moderator of CEO panel)
  • Format: Livestreamed on YouTube
  • Topic: Leadership and strategic direction in photonics industry
  • Status: Specific clip not located.

9. Optica facility tour with Jose Pozo — 2024-10-03 ⚠

  • URL: LinkedIn urn:li:activity:7243920742885543936 (linked from LWLG Media page)
  • Speaker: Lebby + Pozo
  • Format: Short LinkedIn video; facility walkthrough.

10. ECOC 2024 Frankfurt — 200/400 Gbps PAM4 keynote — 2024-09-23 ⚠

  • Speaker: Lebby
  • Title: “World class performance for 200Gbps PAM4 and 400Gbps PAM4 lanes from electro-optic polymer modulators”
  • Awards: LWLG won 2024 ECOC Industry Innovation Award for Hybrid PIC/Optical Integration Platform.
  • Companion: ECOC 2024 Market Focus Session presentation PDF on lightwavelogic.com/technical-presentations.

11. Benzinga All-Access — Q2 2024 — 2024-08-12 ⚠

  • URL: https://youtube.com/live/PbeNDictA-E
  • Speaker: Lebby (10:45 a.m. ET fireside chat).

12. LWLG 2024 Annual Shareholder Meeting (May 22 2024) — 2024-05-22 ⚠

  • Format: Webcasted corporate update presentation followed by Englewood facility tour and live device demonstration.
  • Speakers: Lebby (Chairman/CEO), James Marcelli (President/COO).
  • Per IH post 175699297: Lebby quote at this meeting: “Our reliability data…is reliable and stable. We’re very happy with it,” and “failure mechanisms of electro-optic polymers…has really, really increased” (industry understanding).
  • Companion press release (Jun 2024): “Lightwave Logic Reaffirms Commercialization Timeline Presented at the 2024 Annual Shareholder Meeting.” Seeking Alpha hosted full transcript.

13. Benzinga All-Access — Q1 2024 — 2024-05-13 ⚠

  • URL: https://www.youtube.com/watch?v=h6CgGnM7R-c
  • Speaker: Lebby (10:50 a.m. ET).

14. Proactive Investors / Steve Darling — 2024-04-04 ⚠

  • URL: https://www.youtube.com/watch?v=oLrqn78KOMA (most recent video item on LWLG official Media page)
  • Title: “Lightwave Logic Leads the Way in Electro-Optic Polymer Technology for Enhanced Data Transmission”
  • Speaker: Lebby + host Steve Darling.

15. OFC 2024 keynote — Heterogeneous Integration — 2024-03-24 ⚠

  • Speaker: Lebby
  • Title: “Will Heterogeneous Integration Meet the Needs of Future Applications?”
  • Companion: PDF on technical-presentations page.

16. PIC Magazine — “Supporting AI with new optical modulators” — 2024-03-14 ◐

  • Author: Michael Lebby (byline; not Q&A)
  • URL: https://picmagazine.net/article/118919/Supporting_AI_with_new_optical_modulators
  • Verbatim:
    • “The technology is already reshaping many aspects of our daily lives as end users.”
    • “Although we would all like to see optical computing…this holy grail has yet to become widely commercialised.”
    • “This technology requires no changes to the rest of the infrastructure and has performance headroom to support continual upgrades for decades.”
  • Note: Not technically an interview — included for completeness because it is voiced first-person by Lebby and tracks the same talking points he uses in interview format.

17. Benzinga All-Access — Q4 2023 — 2024-03-01 ⚠

  • Speaker: Lebby fireside chat re Q4 2023/FY2023 corporate update; “recent milestone achievements and potential near-term catalysts.”
  • Transcript: Not located.

18. Laser Focus World — “Would Archimedes say ‘Eureka!’ if he saw AI and an electro-optic polymer platform?” — 2024-01-05 ⚠

  • Author: Lebby (essay, listed on LWLG Media page)
  • URL: https://www.laserfocusworld.com/optics/article/14303307/would-archimedes-say-eureka-if-he-saw-ai-and-an-electro-optic-polymer-platform
  • Format: Authored opinion column (not Q&A interview).

19. Optica Photonic-Enabled Cloud Computing Industry Summit (PECC) — 2023-10-25 ◐

  • Format: Panel (“Materials and Components to Advance Optical Technologies”) — 11:30 a.m. PT.
  • Speakers: Lebby (LWLG), Dawson-Elli (Corning), Stiller (Lumentum), Joo (DuPont), Teixeira (PICadvanced), Lee (SABIC).
  • Verbatim Lebby pre-event: “I am eager to present how electro-optic polymers can serve as a core enabling technology in the future of cloud computing, and ultimately, become a ubiquitous part of the internet itself.”
  • Companion: Slides on lightwave.mz-sites.com/presentation/optica-photonic-enabled-cloud-computing-pecc-industry-summit-presentation/ (MZ Group hosted).

20. Proactive London — ECOC 2023 industry award — 2023-10-04 ⚠

  • URL: https://www.youtube.com/watch?v=amz8jxV9YS4
  • Speaker: Lebby on the sidelines of ECOC.

21. TechRadar — “AI is a very real datacenter problem” — 2023-09-18 ⚠

  • Format: Authored op-ed by Lebby (LWLG Media page lists it as media coverage).

22. Denver Business Journal facility expansion — 2023-09-08 ⚠

  • Format: Print feature with Lebby quotes (subscription-gated).
  • Topic: Englewood lab expansion to scale commercial arm.

23. Planet MicroCap (StockNewsNow / Robert Kraft) Zoom interview — 2023-08-28 ◐

  • URL: https://www.youtube.com/watch?v=rTHeaGViCGM
  • Title: “Lightwave Logic Talks Commercialization of its Electro-optic Polymer Materials + Facility Expansion”
  • Speaker: Lebby.
  • Format: Zoom video, posted to YouTube; LWLG company LinkedIn promoted it (activity-7104863347388383232, 47 likes).
  • Topics (per LinkedIn caption): First commercial supply-and-license agreement, polymer commercialization, facility expansion.

24. The Wall Street Transcript — Chairperson/CEO long-form — 2023-08-17 ◐

  • URL: https://www.twst.com/interview/interview-with-the-chairperson-and-ceo-lightwave-logic-inc-nasdaqlwlg
  • Length: 3,954 words (paywalled beyond preview).
  • Verbatim (publicly visible portions):
    • “Replacing the chip is in some ways like an old four-cylinder motor car and putting a V8 in it.”
    • “The company started about 20 years ago as the founders spun…” (opening of paywalled response)
  • Bio captured by TWST: Lebby joined LWLG board 2015; CEO May 2017; British Government 1977; RSRE Malvern early 1980s; AT&T Bell Labs 1985–89; Motorola 1990s (oxide VCSEL co-author / first patent).
  • Confidence: ◐ — quote in IH post 172645154 (“Wall Street Transcript: Do you see your…”) suggests deeper paywalled content exists about competitive comparisons.

25. Benzinga All-Access — commercialization milestone — 2023-06-09 ⚠

  • Speaker: Lebby (per IH post 172094528).

26. Laser Focus World — “How thinking ahead shaped the fiber-optics industry” by Jose Pozo — 2023-05-17 ◐

  • URL: https://www.laserfocusworld.com/fiber-optics/article/14293915/how-thinking-ahead-shaped-the-fiber-optics-industry
  • Author: Jose Pozo (Optica CTO) — profile of Lebby’s career, NOT a Q&A interview.
  • Paraphrased Lebby views in article:
    • On strategy: identify “the next technology surge”; understand technology lifecycles; find solutions that “make today’s technologies obsolete.”
    • On EO polymers: current performance “2–3X faster in bandwidth than standard devices”; potential “200 Gbit/s per channel, but 400 Gbit/s or even 800 Gbit/s per channel.”
    • On business model: pursuing “licensing the polymers, individualized to align with different manufacturing plans.”
  • Confidence: ◐ — Pozo wrote the piece (paraphrased, not direct quote).

27. AlphaStreet — “Lightwave Logic will license technology to make its polymers ubiquitous” — 2023-03-10 ◐

  • URL: https://news.alphastreet.com/lightwave-logic-will-license-technology-to-make-its-polymers-ubiquitous-ceo-dr-michael-lebby/
  • Format: Email/text Q&A (per WebSearch summary).
  • Verbatim (per search-result extraction; high confidence):
    • “Our strategy folds in well with our goal of having our polymers licensed to become ubiquitous.”
    • “With this solution, we plan to license our technology so that our polymers can become ubiquitous – similar if you like to organic polymers that are used in organic light-emitting diode (OLED) displays.”
    • “Our company has a unique technology called electro-optic polymers with many patents, and proprietary techniques to protect the technology platform.”
    • “Our recent acquisition of Chromosol not only adds important organic polymer patents to our IP portfolio but also brings in technology to assist in the packaging of our optical modulators. The key technology is known as low-temperature atomic layer deposition (ALD). Low-temperature ALD creates a quasi-hermetic packaging solution that is not only cost-effective and high-performance, but it is also what our customers are looking for.”
  • Significance: OLED-analogy framing of the licensing model is sticky and recurs in 2023+ interviews.

28. Telecom Reseller podcast — 2023-02-14 ◐

  • URL: https://telecomreseller.com/2023/02/14/lightwave-logic-technology-enables-the-existing-fiber-internet-infrastructure-to-perform-3-times-faster-than-current-speeds-podcast/ (returned 403 to WebFetch on 2026-04-27; metadata via search summary)
  • Topic: Polymer technology integrating with fiber cable to deliver 3× current internet speeds at reduced power; Chromosol acquisition (weather-proofing + total-cost reduction).
  • Verbatim attributed by IH 171214485 and 171224015: “We work with Big Silicon Foundries”
  • Significance: First public confirmation of “Big Silicon Foundries” engagement.

29. “The Drill Down” Ep. 177 — 2022-11-28 ⚠

  • URL: https://podcasts.apple.com/us/podcast/ep-177-lightwave-logic-ceo-michael-lebby-w-w-grainger/id1564993923?i=1000584864303 (per IH 170552081)
  • Host: Cory Johnson.
  • Topic: “When the company might deliver on its promise of making the internet faster.”
  • Co-segment: W.W. Grainger.

30. ECOC 2022 Market Focus — 2022-10 ⚠

  • URL: https://www.youtube.com/watch?v=nRd3dYCozUM
  • Format: ECOC YouTube booth-side market focus interview.

30b. PingZine — “The Radical Innovation Of A New Polymer Internet” — Lebby authored op-ed — 2022-10-07 ◐

  • URL: https://www.pingzine.com/featured-article/the-radical-innovation-of-a-new-polymer-internet/
  • Author: Dr. Michael Lebby (CEO at the time), bylined long-form thought-leadership piece (~16 KB).
  • Surfaced via: Cross-posted to r/LightwaveLogic by u/DEreddit1 2022-10-07 (archive permalink).
  • Argument arc: Lebby frames bandwidth scarcity as the binding constraint on next-decade internet quality (using remote-work / video-call examples), then positions electro-optic polymers as the candidate “radical innovation” that scales beyond the silicon-only modulator generation. Standard Lebby thought-leadership template (consumer-relatable framing → industrial-scale bandwidth math → polymer-platform pitch) but earlier than the 2024 Laser Focus World “Archimedes / Eureka” essay (§18 above) and the 2023 TechRadar op-ed (§21).
  • Why it matters: The “ubiquitous” framing later cited in the 2023-03-10 AlphaStreet interview (§27) and the 2023-10 Optica PECC summit (§19) traces back to this 2022-10 piece — earliest documented instance of the “polymer internet” framing as a Lebby brand.

31. StockNewsNow / Robert Kraft Due-Diligence Podcast — 2022-08-02 ◐

  • URL summary: https://microcapnewsletter.substack.com/p/lightwave-logic-nasdaq-lwlg-designing
  • Host: Robert Kraft (Editor-in-Chief, StockNewsNow.com)
  • Runtime: ~52:52
  • Topics: Differentiation vs. legacy; growth-momentum strategy; Lebby’s 3–5 year vision.
  • Context per podcast page: Kraft’s prior LWLG interview was April 2020 on OTCQB microcap; by Aug 2022 LWLG was NASDAQ-listed >$1B mkt cap.

32. SNN follow-up interview — 2022-08-05 ◐

  • Reference: IH 169594336
  • Verbatim summary captured by user prototype_101:
    • LWLG modulators “more than 3x the speed” of semiconductor alternatives, “order of magnitude lower power.”
    • At OFC 2022 customers were openly stating they need high-speed/low-power solutions vs. prior NDA-only conversations.
    • Notable verbatim at 27:33 marker: “It’s not a case of Lightwave Logic pushing its polymer technology, it’s a case of Lightwave Logic being dragged along by the customer base”
    • “Multiple customers and foundries are under NDA”; “Several foundries are implementing LWLG technology into their PDKs”; “Polymer reliability matches semiconductor robustness.”
    • Cash runway clarification: extended “to early 2024, not early 2023” (interview misstatement self-corrected by IH user).

33. Diamond Equity Research investor presentation — 2022-06 ⚠

  • URL: https://www.youtube.com/watch?v=JOwToG889yU
  • Speaker: Lebby (foundry-PDK progress focus).

34. Authority Magazine — David Liu — “Future of Communication Technology” — 2022-05-18 ◐

  • URL: https://medium.com/authority-magazine/the-future-of-communication-technology-dr-michael-lebby-on-how-his-technological-innovation-will-728f2d2f7392
  • Verbatim:
    • “These devices are called modulators and they switch light extremely fast, and they do it consuming very low power.”
    • “a unique technology called electro-optic polymers with a lot of patents, and proprietary techniques to protect the technology platform.”
    • “Imagine if the speed of data passing through the internet doubled. What would it mean for us if our bandwidth availability at home tripled, quadrupled, or even was 10X or 100X faster?”
    • “Enjoy your work — you tend to be more successful then.” | “Be nice — people like to work with people who are pleasant.”
  • Significance: Date confirms Lebby’s pre-NASDAQ-uplist talking points were already being used post-uplist (uplist Sep 2021).

35. Benzinga All-Access — 2022-01-28 ⚠

  • Speaker: Lebby — discussed how the platform “increases the efficiency of internet infrastructure by transmitting data at higher speeds and with less power.”

36. 5th PIC International Brussels — Pilot-Line keynote — 2021-11-08 ⚠

  • Speaker: Lebby (invited keynote speech, co-moderator of Pilot Line session).

37. “The Drill Down” Ep. 116 — 2021-10-13 ◐

  • URL: https://www.iheart.com/podcast/269-the-drill-down-81530167/episode/ep-116-lightwave-logic-ceo-dr-87996792/
  • Host: Cory Johnson; Runtime: 31 min.
  • Co-segments: Lincoln Park, Delta Air Lines (DAL labor/fuel cost vs. productivity), Apple (chip shortage), Berkeley Lights (short-seller activity), Alitalia.
  • Episode framing: Whether LWLG can actually transmit data at higher speeds with less power; Lincoln Park financier history.

38. ECOC 2021 booth interview — 2021-10 ⚠

  • URL: https://www.youtube.com/watch?v=VrFeSwqnWAk
  • Speaker: Lebby.

39. Q3 Investor Summit — 2021-08-17 ⚠

  • Format: Virtual investor presentation.

40. LD Micro Invitational XI — 2021-06-10 ⚠

  • Format: Virtual investor conference presentation.

41. PHOTONICS+ Virtual Exhibition presentation + companion video — 2021-02 ⚠

  • Hosted: lightwavelogic.com/resource-center/technical-presentations-white-papers/
  • Speaker: Lebby.

42. EPIC Online Tech Meeting — Datacenter Interconnects — 2020-11-04 ⚠

  • Speaker: Lebby (virtual presentation).
  • Replay: EPIC Photonics YouTube channel.
  • Companion artifact: Lebby PDF deck epic-photonics.com/wp-content/uploads/2023/01/Michael-Lebby-Lightwavelogic.pdf (used at later EPIC Microelectronics & Photonics meeting).

43. Proactive Investors interview — 2020-09-16 ⚠

  • Speaker: Lebby.
  • Reference: IH 158400109; subsequent fan reactions in IH 162048401.

44. SNNLive (Robert Kraft) Skype interview — 2020-04 ⚠

  • URL: https://www.youtube.com/watch?v=y-Ja3cizggY
  • Title (per search): “Lightwave Logic on Increasing Speed, Saving Power During Internet Traffic Jams with their Technology”
  • Speaker: Lebby (via Skype).

45. SPIE Photonics Europe Digital Forum virtual keynote — 2020-04 ⚠

  • Speaker: Lebby; coverage at optics.org/news/11/4/25 (“polymer devices could drive future communications”).

46. The Wall Street Resource (Jeff Kone) podcast — 2020-01-30 ◐

  • PR: https://www.prnewswire.com/news-releases/lightwave-logic-announces-release-of-podcast-interview-with-the-wall-street-resource-300995035.html
  • Speaker: Lebby (corporate overview).
  • Distribution: thewallstreetresource.com/webcasts/

47. “Vision on the future of photonics in 2020 and beyond” — 2019-01 ⚠

  • URL: https://www.youtube.com/watch?v=e_V4TeTSwaM
  • Speaker: Lebby — origins of modern integrated photonics retrospective.

48. ECOC 2017 / ECOC 2018 booth interviews ⚠

  • URLs: https://www.youtube.com/watch?v=5dbRd1wpxhY (ECOC 2017) · https://www.youtube.com/watch?v=NMk8WFfNckk (ECOC 2018) · plus https://www.youtube.com/watch?v=yaec1ykWfFE (“7A Michael Lebby Lightwave Logic MF”).

Recurring themes across interviews (synthesized 2017–2026)

  1. OLED analogy for licensing model (Lebby, AlphaStreet 2023; recurs across Authority Mag and Pozo profile).

    • Polymers are licensed/material-supplied to enable scale, not vertically integrated.

  2. “Customer-pull, not Lebby-push” — explicitly stated on SNN Aug 2022 (“dragged along by the customer base”); this directional shift dates to OFC 2022.

  3. 3× speed / order-of-magnitude lower power — used identically across SNN 2022, Telecom Reseller 2023, Authority Magazine 2022, Wall Street Transcript 2023, AlphaStreet 2023.

  4. Big Silicon Foundries — Lebby’s first explicit mention is Telecom Reseller Feb 14 2023; tracks ahead of Tower (Mar 2026), GlobalFoundries (Mar 2026), AMF (Nov 2025), SilTerra/Luceda (Mar 2026).

  5. Reliability / failure-mechanism work — emphasized May 2024 ASM (“we’re very happy with it”) and pre-departure 2024 podcast (“more robust than we expected”) — a foundation for the Telcordia GR-468 85/85 1000h pass announced Jul 15 2025.

  6. Heterogeneous integration thesis — Lebby OFC 2024 keynote, ECOC 2024 keynote, PIC Magazine 2024 essay all push the same “polymer modulators on silicon photonics PIC platform” architecture that LeMaitre 2026 calls “We enhance silicon photonics. We do not compete against it.” — verbatim continuity across the CEO transition.

  7. AI as the demand inflection — first appears in 2023 (TechRadar essay Sep 2023); becomes the headline theme by Lebby’s Dec 2024 Photonics Media interview and Blum’s Aug 2025 TechArena video; LeMaitre re-frames it as “the bottleneck is engineering capacity, not demand” by Q4 2025 call.

  8. Volume ramp horizon — 2027 references appear in Blum/TechArena Aug 2025 (“2027 volume ramp in sight”) and Q4 2025 call (“funded beyond December 2027”); consistent with KB’s Stage-4 H1 2027 target.

  9. LWLG-Polariton joint demos publicly previewed on the conference circuit before the Marvell/Polariton acquisition (Apr 22 2026); Lebby was a key narrator of this stack at ECOC 2024 Frankfurt.

  10. No on-record contradictions identified between Lebby-era and LeMaitre-era public messaging on technology positioning. Notable refinements: LeMaitre is explicitly more conservative on revenue timing (volume “2027 at earliest”; vs. Lebby’s earlier “1H 2024 commercialization” rhetoric that slipped, per Q3 2024 “Partnership Timeline Shifts” coverage).

Gaps / not yet captured (open follow-ups)

  • Direct YouTube transcripts for any of the 30+ video items (WebFetch returns YouTube footer only). To resolve, run yt-dlp --write-auto-sub against the URL list above on a non-restricted shell.
  • Wall Street Transcript paywall — full Lebby Aug 2023 Q&A (3,954 words) requires $25 article purchase or free-tier registration.
  • Telecom Reseller 2023-02-14 page returned HTTP 403; cookie-bypass via Playwright recommended for a clean transcript pull.
  • 2025 Q1/Q2/Q3 Benzinga fireside chats — under LeMaitre — no clear webcast trail surfaced; possibility that LWLG paused the cadence after the leadership transition (Alpha-IR replaced MZ Group).
  • LWLG corporate YouTube channel — searches returned only third-party “Lightwave”-named channels (LightWave 3D, LightwaveRF, etc.); LWLG appears to NOT maintain a self-branded YouTube channel as of Apr 2026.
  • OFC 2025 panel video for LeMaitre — not located.
  • Robert Blum and Lance Thompson podcast/interview history pre-LWLG (Intel Silicon Photonics era) — not catalogued here; potentially relevant for LeMaitre-era continuity narrative.
  • Lebby post-LWLG appearances (Dec 2024–) — IH 175972113 references “Dr Lebby as new CEO of Genus Technik”; not part of LWLG corpus but flagged for context.

Notes on confidence-flag distribution

FlagCountWhat’s covered
✓ direct viewing/transcript0None — YouTube transcripts not retrievable in this environment
◐ secondary summary / partial transcript14TWST, AlphaStreet, Authority Mag, SNN+IH, Telecom Reseller, PECC pre-event quote, Pozo profile, Drill Down 116, Microcap Substack 2022, Wall Street Resource PR, ASM 2024 IH-quoted, Q4 2025 earnings, TechArena Blum, PIC Magazine essay
⚠ unverified / metadata only34Conference talks, Benzinga fireside chats, Proactive videos, ECOC YouTube clips, EPIC and SPIE webcasts, Following the Photons Atikem episode

The next high-value action to upgrade ⚠ → ◐ or ◐ → ✓ is automating YouTube transcript extraction for the curated URL list above (≈30 unique videos).