Taken from the blog:
The POET team had conversations with several elite enterprises that want to accelerate their move into 800G and 1.6T data speeds
I can tell you one person that's Elite in the Optics world, that's Andy Bectholsheim from Arista who is seen here at Poets booth speaking with Our CEO and VP of Sales. 25 sec mark.
We also happen to have one of their senior officers on our BOD
https://youtu.be/AdkwdjUA4-c?si=ispep6RUUF_IgELQ
All this will point us in the right direction to know where the puck is going and get us an end customer as well.
If you think I'm hallucinating just see the video I posted last week with Optica point man Jose Pozo showing Andy's presentation at OFC in which he showed a slide in which Poet can do all that's required to remove the DSP for future transceivers. The slide even used the term Silicon Interposer just to make sure the industry knows what's going to be required.