Bread and Circuses,

Thanks for the comprehensive summary of POET's technological progress and positions. 

I appreciate your response to my question regarding the Photonic Fabric by Celestial AI. It can incorporate Nvidia, or any other company's GPUs and CPUs, Memory, and so on. It reminds me of a larger version of what POET is doing with the Optical Interposer, which can plug in other company's lasers, modulators, and other items as needed. This allows for best-in-breed solutions going forward, without the specialty company worrying too much about how to slot into the systems they hope to serve.

This adoption takes vision, time, and some breaking with of traditional methods and solutions. It also impacts the pride and possibly the jobs of some engineers. We expect the winners to be adopted rapidly based on performance, price, and technology path. That will eventually be the case, but it takes longer than expected. The markets just see a company bleeding cash and announcing things that are not familiar to most.