Solloso:At the 8:57 mark they reference the optical interposer. The following slide they mention the optical interposer for direct flip chip but this time they didn't reference the Acacia patent from January 2020 alongside it. ( the picture of that patent can be found on our picture gallery for reference. )

https://youtu.be/nY5AOXrpUrE

Interesting observation. A little too  close to the mark I would say. 

Seems to me that DL is very much relying on POET for  future business and there is no  indication what so ever that  the relationship has deminished.