This post is worth reading twice and saving. All new stuff is developed in secrecy. The rub is that one must start seeding the capital markets with tasty ideas, and also pique interest from customers, potential partners and anyone else that matters.
Big companies have trillions on the line. What you have for them must work in a bullet proof way, with lots of third parties testing and involved. So we get to pick up the clues from all of this. But...big tech is not going to announce, or allow POET to announce a sizeable order until they are assured of a bullet proof device, a robust supply chain, and any number of other important items.