What about exclusivity to the optical interposer for x number of dollars.  If someone wants to eat someones lunch or dominate the vertical maybe Poet offers that superiority?  I guess tomorrow will probably have more questions than answers.  Perhaps that is why for the conference the following day.  Ching ching to more 10 percent plus days ahead of us. Remember Edward seems to be working with Google and Poet at the same time.  As well Meta's Bjorn on Celestials board.  Lots of different moving pieces that might turn into a PO or two.  

Cheers

Moxam