Given the progress POET has made, and the time and effort their partners have invested on integration, I find it difficult to believe that they will not receive the funding they require to get them to a point where they can demonstrate revenue and pipeline.
I can envision a white squire investment of a small amount $10M-$20M from a few partners who will benefit from the tech - perhaps including Celestial AI/Koch.
I believe this is as likely as the 'run for the hills bankruptcy' cries (more likely).
This is my opinion. Thank you for allowing me to express it.