Don't forget they released this article just before the news release. Suresh talks about the market size that poet is addressing, so they are using more encouraging language. PIC market size $1.2trillion by 2028, that's some potential.
https://agoracom.com/ir/POETTechnologies/forums/discussion/topics/785983-great-article-by-suresh-venkatesan/messages/2374046#message