Absolutely, Poet is delivering this missing Link.
And this is (again) what I can learn out of these publications (yes, I am still connecting dots, as this is all we can do as long as important POET-facts are not published):
A lot of the engineering work POET is actually doing - has a high probability to succeed. A lot of this work has already been done 11 and 6 years ago, so now it is all about mass production, optimisation and yeeld.
It is like hiking a known trail. Sometimes you do not know how long it will take, which obstacles will show up, but you know that it is the right path leading to success, and you have all in your hands to succeed.