> Even if - the AI business will be years out, if not a decade.

Haha, I guess most participants on this board are investors with a long-term perspective. Without it, we all would have been gone for a decade :-).
So for me, this here is a serious matter, as it is confirming that our POET is in deed active in this high potential market!
Thanks, OZ & Al for the digging. It seems David is well connected, e.g. with Khosla Ventures.