I am sure POET can revolutionize that vertical. With Poet the gadgets can get smaller, faster, cheaper, more reliable and better it seems.
My thoughts:
I don´t expect very much near term. Poet is busy enough with Datacom and AI at the moment. On the other hand: Poet has been a surprise bag all along.
A capital raise for a new vertical with huge potential would be no problem for me. There is no better reason. If Poet surprisingly enters this vertical right now I would even expect it because there are no ressources left.
If only the new website was launched, this would be a perfect subject to exploit because everybody understands it, especially advantages and market size. [Investor Awareness 2.0]
...all in all I think it is an extremely interesting market to enter in 2024 and beyond and a chance to increase awareness even before. Go, Poet!