I watched the video.

1. Introduction by TM: You can hear how uncomfortable he feels to be a supplicant and ask the warrantholders to exercise.

2. Technical Overview/Roadmap by SV: Very convinced and convincing but nothing earth-shattering new. He really believes that POET´s optoelectronic solution is the best/only solution you can get for years to come. He points out what tremendous possibilities the Lightbar alone offers in later years. He did NOT say that 400G/800G Transmit is in the bag. He said that they are ensuring light source supply for the transmit part right now and he is extremely confident that everything will work. At least that is what I extracted.

3. The other parts (Mechanics of Warrant Exercise and Q&A) are not published. That´s a pity, but I am sure POET is smart enough to not provide forbidden or premium information. 

My take: I can not see or imagine any premium information reserved for warrant holders. This is not SV´s style and he surely will not risk an accusation.

The future is more than golden if sufficient cash is at hand. Right now it´s up to you, dear warrant holders, follow the lead of SV and TM an make your investment future-proof.