Mt thoughts exactly. " We're getting there. " It's also true that most here thought the adoption would be sooner. Not by all but at least a NA Tier 1 about 5 years ago.
That's water under the bridge. Truth is Poet has a real product now. No more concept. And they are working with real customers. The process is taking longer than most of us expected but it is happening.
To me what if is gone. Only when left at this point.