The video does speak to our Poet Leadership's Strategy and as a Poet Shareholder I definitely "look" for dots and sometimes these dots may be in my imagination....

....at the 3:17 mark of the video KS indicated they have spent the past 1.5 years looking at their new strategy, which jives with the Poet VCSEL development..... I also found that what KS said from about the 8:20 mark of the Video to be interesting for sure, regarding Facebook choosing to Take the Big Innovative Step which allows them To Deploy High Volume from the Beginning, and they want to share this strategy with OCP and encourage the entire industry to utilize this approach.

Its interesting the section where she briefly discusses the cost savings - the chart shows a dramatic reduction in cost for this new strategy (10X), she does mention "packaging" savings, but she doesn't really go into much detail/explain it well, at least IMO,which again makes sense with regards to keeping it quiet for now....