Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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He was very cautious and only took 1% into his portfolio. 
That's the exact opposite what many other here did (me included). We have 1% in our portfolio that is not in POET. ;-)

So, we are the 99% and he is the 1%.
But if one is watching this video, he wouldn't buy in big. IMO. 
The first video also had a bigger audience, I think. 

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