The smaller, more nimble, become relevant, or the established behemoth maintains relevance.
Sounds like Broadcom is digging in for a fight. POET can help them and maybe they are.
We know Broadcom knows of us based upon the mention by their former employee Alexis Bjorlin.
I hope Broadcom was paying attention to the step change, but if they looked past POET, then
Nvidia and Marvell are kings-in-waiting imo.