Reality is that the marketing bind for Poet is that they are under NDA with their customers. These companies are probably large as whales while Poet is the minnow. Picture Poet, if you possibly have such customers would you be in the position of marketing for your customers when they might be global giants. Each global giant's marketing department alone is probably mutliplies in size of what Poet is presently.

Then there is the need for Poet's customers to position their competitive advantage since Poet's OI is an internal component. Take automobiles or construction equipment for example. Honda engines are in other manufacturers small cars, construction landscaping equipment, and lawn mowers. The brand name of the product lines that have the Honda engines in them take precedent. They merely might disclose in their marketing material that their products are powered by the reliability and durability of Honda engines.

Poet's customers might be competing against their own product lines after integrating Poet's OI into their new product lines. No wonder their is NDA. The disruptive nature of Poet is why this is all quiet as Poet's customer retool and/or develop from scratch. It is more complicated than you think. But when SV said he was humbled, I think this will all be way bigger than any one of us understands. There is a vast blue ocean of opportunities for Poet. Therefore, there is a lot of cooridination needed. Poet's customers will do the marketing. Poet will keep refining an inventing. Once Poet's name is established as a de facto standard inside its customers product, then Poet can market that portion with assured credibility. Because once this gains traction, it will move very quickly.

Monolithic