Yes a very interesting video. It feels like DL left POET to specialize in photonic fabric of his own for a specialized use in AI. Maybe POET gave him the motivation to see that this tech would eventually be viable.

 It is also interesting to note that no mention from DL of how intelligent he thinks Suresh is. I have always wondered how Suresh and DL actaully felt and currently feel about each other. He did list the 5 T's which started with #1 being team and then #2 being tech followed by #3 being timing.

  According to that philosophy, POET comes out of the gate with flying colours for numbers 2 and 3.

Of course IMHO

Zax