"Baba, you truly are king of the soft-bash"
Personally, IMO, Baba does not do any bashing, rather jusy says it how it is. His accuracy is significantly above average, and stays grounded. Often when this board jumps to conclusions with statements such as "de-risked", "done deal", etc. he points out that there are no such guarantees, which is actually geat advice. I'm cautiously optimistic at this point, but the reality is that we can not conclude that anything is a "done deal" until it is announced. On this board, we heard that the GaAs was "de-risked" many times, and look at where that is. I do think things are different, and that the optical interposer is likely on track and likely will succeed, however that is not a "done deal" yet.
Good luck!!